Project number Balances in Grants Tab

Being able to see a balance for an income source next to the project number / income source name in the grants tab would be very helpful for our staff who are looking at a grant as a whole. We have a few grants with nearly 100 income sources (separating each county in our state), and staff working on these grants had been using the grants tab in the database view to help them reconcile their reports. Having a feature that could do this would be far more helpful than having to build and edit a query each time (which gives us data we do not need that must be filtered through) or look at each income source report, both of which are time-consuming because there is so much data.

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  • Aug 21 2025
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