01.16.2025 Release Notes: Reporting, Accessibility, API and Exago

New:

Reporting

Grants
The new Manager role field is now live in the Grants category, while the Grants Additional Users category welcomes Additional Users, UserIDs, and other key details. Dive in and get the insights you need!

Tasks
The Assignee(s) role field is now available in the Task category, giving you even more clarity and control over your data.

Grant Awards
The Funder Manager, Funder Additional Users, and Recipient Manager role fields are now available in both the Demo Awards and Grant Awards categories. Unlock deeper insights with ease!

Sub-Awards
The Funder Manager, Funder Additional Users, and Recipient Manager role fields are now available, giving you enhanced visibility and reporting capabilities.

Budget and Performance Plan Items
The Assignee(s) role field is now available in five key categories: AwardGoals, AwardBudgetItems, AwardExpensesviaBudgetItems, Award Expenses with Approved Payment Request, and Award Expenses with Payment Request. Your reporting just got a lot more detailed!

Projects
The Manager and Additional Users role fields are now available in both the Projects and Enabled Projects categories, bringing more precision and insight to your data.

Awards
The Funder Manager, Funder Additional Users, and Recipient Manager role fields are now available in the Awards category, delivering enhanced data clarity and management.

Opportunities
The Manager role field is now available in the Opportunities category, giving you greater control and insight into your data.

Funds
The Manager and Additional Users role fields are now available in the Fund Details category, making data exploration more insightful than ever.

Recipient Budget Variance
The Assignee(s) role field is now available, adding more depth to your data insights.

Budget and Performance Plan Items for Sub-Awards
The Assignee(s) role field is now available in SubAward Expenses - Direct, Sub-Award Goals, and SubAwardBudgetItems categories, giving you greater clarity and control over your data.

Budget and Performance Plan Items for Sub-Awards and Grants
The Assignee(s) role field is now available in Grant Budget Item Allocations_Variance, Grant Expenses via Budget Items, GrantBudgetItems, GrantGoals, and Pre-Award Grant Budget Items categories, making your data insights even more comprehensive.

Budget and Performance Plan Items for Projects
The Assignee(s) role field is now available in the Project Budget Items and Project Goal categories, adding more depth to your data analysis.

Updates

Accessibility

Big news for visibility! The Funding Opportunities Grid now has a sharper look with improved color contrast for the 'Drag a column header...' grid sorting feature. Whether you're grouping by column or just passing by, the enhanced readability shines bright for everyone, making accessibility a win-win!

API updates

The API V1 endpoint GET /api/BudgetItems/GetAllBudgetItemBasics was returning pre-award line items without a way to determine which results were pre and post award. Pre-award line items will now be excluded from results.

The awardIncomeSourceId property previously required to update this information was not available elsewhere in the API. The property has been replaced with incomeSourceType and incomeSourceId, which are more user friendly and can be referenced from other API endpoints.

A new endpoint to bulk search budget categories by their IDs

Added payment authorization income source details, which can be used with the payment funding endpoint to update funding allocations on payment authorizations.

 Create /Funds/Search: A new endpoint to bulk search funds by their IDs

Create /Awards/Search: A new endpoint to bulk search awards by their IDs

Form extensions on payment authorization records can now be updated through PUT /Awards/PaymentAuthorizations/{id}

Exago

Added new total columns to Payment Request History. Adds Requested Amount and Approved Amount to the Payment Request History category

Reports created with the User Department List category can now be joined to the Staff category for more user information.

Fixes:

Exago

Fixed an issue with exporting certain filetypes from Exago when using the Firefox browser.