Request Dispositions and Statuses

The Exploring disposition indicates an early-stage request. Foundations often place a request in this disposition when they are exploring the details and would like to see the potential impact on the budget through scenario planning.  

A grey folder icon represents the Exploring disposition in the system.

 

Key attributes of the Exploring disposition are listed below. 

• Request amounts in this disposition do not impact the total budget in the Payments, Approvals, and scenario planning dashboards.
• Exploring requests are editable from scenario planning and appear in the scenario planning view for all dashboards where they meet the dashboard criteria.

The Planning disposition indicates that a request is in the formal planning process. Foundations often place a request in this disposition when it is likely to be funded but the details of funding are not yet confirmed.

A blue folder icon represents the Planning disposition in the system.

 

Key attributes of the Planning disposition are listed below. 

• Amounts (e.g. requested amount, recommended amount, payment amount) for requests in the Planning disposition display on the Payment & Approval dashboards.
• Payments for requests in the Planning disposition can only be given a status within the planning/pending payment disposition.  

Commonly added request statuses within the Planning disposition include: 

• LOI
• Referral
• Interest Form Submitted

The Pending disposition indicates that a request is in a holding stage until an action is taken. Foundations often place a request in this disposition after sending an invitation for the application or when the request is under board review for approval.  

A yellow folder icon represents the Pending disposition in the system.

 

Key Pending disposition attributes include:

• Amounts (e.g. requested amount, recommended amount, payment amount) for requests in the Pending disposition display on the Payment & Approval dashboards.
• Payments for requests in the Pending disposition can only be given a status within the planning/pending payment disposition.  

Commonly added request statuses within the Pending disposition include: 

• Invited Application
• Due Diligence
• Application Under Review

The Approved disposition indicates that a request has been approved for funding.

A green folder icon represents the Approved disposition in the system.

 

Key Approved disposition attributes include: 

• Any required codes must be assigned before a request can be placed in the Approved disposition. 
• Once a request is placed in the Approved disposition, its payment statuses change from a status within the planning/pending payment disposition to a status within the approved payment disposition (e.g. Contingent, Scheduled, etc.). 
• Payments for requests in the Approved disposition display under the assigned payment status on payment dashboards. 
• Statuses within the Approved disposition can be configured as active or closed, which is related to various functionalities in the site.
  • The selection of an approved status with active or closed configured affects where an approved request displays in the grantee portal, if applicable. 
  • Triggers can be configured related to selecting an approved closed status, as described in Requests.

Commonly added request statuses within the Approved disposition include: 

• Pending Contract
• Active Grant
• Closed

The Declined disposition indicates that a request has been declined and will not be funded. 

A red folder icon represents the Declined disposition in the system.
 

Key Declined disposition attributes include:

• A declination reason can be selected for requests in the Declined disposition.  
• The Declined disposition is not visible on the Payment & Approvals dashboard; therefore, declined dollars do not show.
• Once a request is placed in the Declined disposition, any payments for the request are automatically deleted.