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 list of grants. Once your organization uses stages, it has a Stage column.

Click a grant's name to open its workspace.
Sort by any column. Every sortable column shows a sort icon, so you can tell at a glance which ones sort and which way.
Choose which columns to show with the column picker, including your own custom fields.

Filtering the list

Click Filters to narrow the list. You can filter by:

Stage, or Status if your organization does not use stages yet.
Funder, Owner and Program.
Grant Date: choose which date to filter on (Date Submitted, Application Deadline, LOI Deadline, Proposal Deadline, Decision Date, Funds Expected, Next Action, Renewal Date or Created), then set a range.
Tags. The list offers only the tags actually used on your grants.
Keywords, payment dates and any custom field.

Each active filter appears above the list as a chip you can remove on its own, and the Filters button shows how many are applied. With more than one chip, Clear All removes them together.

Exporting

Choose Actions → Export to File. The file contains exactly the rows the filters return, in the order you have sorted them, with the columns you chose.

Acting on several grants at once

Tick the grants you want, or tick the box in the header to select the current page. A bar appears showing how many are selected, with these actions:

Move to a stage (or Set status to, if your organization does not use stages yet). A stage that records an outcome, or that requires a note, asks you to confirm first.
Set owner to a member of your team, or to no owner (Grant Pro).
Delete the selected grants, with their schedules, budgets, documents and history. This cannot be undone. A grant with donations allocated to it is skipped.

Board view

Switch with the Table and Board 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, from Move Stage in the grant workspace header, or by changing its Stage on the Edit Grant form. 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 that records an outcome (won, lost, withdrawn or cancelled, such as Awarded or Declined) settles how the grant counts in your win rate, so the button changes to Confirm: Move to followed by the stage name. Clicking it is the confirmation.
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.