Scenario Planning

Scenario Planning is an interactive feature where users can plan grant ideas and see the budgetary impact based on projected payment amounts in real-time.

 This feature is included with GivingData Pro and Enterprise subscriptions.

Sorting Columns in Scenario Planning

Users can sort the data in Scenario Planning by selecting the arrows beside a column. Data can be sorted by the Organization Name, Request Title, Recommended Amount, Primary Staff Member, Request Status, Year, and any of the fields added to the Additional Fields column.

Please note that changing the column sorting of the Planning disposition will not change the sorting for the Pending and Approved dispositions. Any changes made to the disposition's sorting order will only apply to the individual user, and will not impact other dashboard users.