![]() Improved Lead Sheet spacing for better visibility.Combined Account Dashboard and Account Newsfeed into one sidecar, separated by tabs.Add ability to update any open orders with new payment terms after making an edit of said terms.Added default account type (Customer and Prospect )option in Company Info settings.Updated Email Editor Preview mode for improved visibility to close preview.Added multiple performance monitors for improved bug and error tracing.Added multiple levels of performance boosts via caching.Updated Welcome Page and Account Setup for new Trial users.Simply edit the route and look for an option called “service route.” Toggling this option to "off" hides that route from the appointment bookings dashboard. Added ability to remove a route from the Appointment Bookings dashboard.Ability to create Technician and Admin notes directly from the appointment card on the Schedule sidebar has been added.Grid columns can now auto adjust width by double clicking between the column headers.Toggling advanced options on grids will now maintain that option for other grids until toggled off.Since less activities will be performed on the 37 budget than on the Funding Proposal, there often will not be much history to review.Below are all of the release notes for version 6.5.1 of ServiceMonster: v6.5.1 The History tab provides a record of activities executed on the budget. You can navigate to the subaward budget by clicking on the active Name link. The Subaward tab shows a summary of all subaward budgets associated with this budget. A summarized view of multiple budgets can be seen on the Funding Proposal Financials tab. Note: If the Funding Proposal has multiple budgets, the view on the budget workspace only shows a summary for that particular budget. The Financials tab includes a summary of the budget including direct and indirect totals. The bottom of the workspace contains helpful tabs with information about the budget. The Manage Tags activity will be updated as needed by your GCA Specialist. ![]() You can click the activity and view the Excel export in the Budget History tab. The Export Budget activity will create an Excel export of the budget. The Log General Comments activity will not be used Comments should instead be logged on the Funding Proposal as opposed to the budget. The budget will then be accessible via the Budgets tab on the Funding Proposal. Click the activity, enter a new budget name, and click OK. ![]() This activity may be used if your creating multiple similar budgets. The Make a Copy activity can be used to create a copy of an existing budget. Review the Create Cost Share procedures in section 3 of this guide for more details on the cost sharing process. The Create Cost Share button is used to create a cost share budget for this budget. Review the How to Create a Subaward Budget section for more details. The Create Subaward button is used to add a subaward to this budget. If you click this button, a read only printer view of the SmartForm will open in another tab and can be printed for paper review The Printer Version button can be used to create a printable version of the Budget SmartForm. When the budget is Under Review or Active (or depending on your security to the budget), this button will say View Budget. The Edit Budget button is used to open the budget SmartForm and make updates as needed. Under the State, there are several buttons and activities that can be used to take action on the budget. Subaward Count: Shows the number of subaward budgets associated with this project budget. Grand Total: The budget total (including the direct and indirect totals).īudget Type: Defaults based on the sponsor type or shows if this is a flow through award. PI: PI defaults based on the Principal Investigator listed on the General Budget Information SmartForm.įunding Proposal: The blue link can be clicked to navigate back to the Funding Proposal record. Sponsor: Sponsor defaults based on the direct sponsor selected on the Funding Proposal.
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