Working with the pipeline

The Pipeline tab is every grant in your portfolio, in one place. It has two views of the same data.

Table view

A sortable, filterable, exportable grid.

Filter by status or stage, funder, date range, tags, amount and any custom field.
Choose which columns to show with the column picker — including your own custom fields.
Sort by any column. Click a grant's name to open its workspace.
Export the filtered result to Excel from the actions menu. The export honors the filters you have applied.

Board view

Switch with the view toggle. The board shows one column per stage, in the order you configured, with a count and a requested-amount total at the head of each column.

Drag a grant card from one column to another to move it. Each card shows the funder, the amount, the owner and the next step, so you can read the state of the portfolio without opening anything.

Moving a grant between stages

You can move a grant by dragging its card on the board, or from Move stage in the grant workspace header. Either way:

If the stage you are moving into requires a note, you will be asked for one before the move completes.
Moving into a stage with a terminal outcome — won, lost, withdrawn or cancelled — asks you to confirm, because it settles how the grant counts in your win rate.
Every move is recorded, with who moved it, when, any note, and how long the grant had spent in the stage it left.

Moving stages requires the Manage Grant Workflow permission.

Days in stage and stage aging

Each grant tracks how long it has been sitting where it is. On the board this appears on the card; on the Overview dashboard it aggregates into stage aging — the median time grants are spending in each active stage. A stage that is quietly accumulating grants is usually the first sign of a bottleneck.

Stage history

The Stage history panel in the grant workspace lists every move the grant has made, in order, with the note recorded at the time. It is append-only — nothing rewrites it, including a later correction.