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Proposals Table
The data displayed in the Proposals Table is provided from your institution in the nightly file that is received by the Reeher Platform. On the top of the Proposals Table you will see navigation that allows you to view different pages of proposal record information and change the default number of proposal records displayed in the table. In addition, you will see the Proposal Search that allows you to search for proposals within the selected fiscal year (and for a specified officer if you've made that selection) by Proposal ID, Entity Name(s), or Proposal Name. This search will filter the results in the Proposal Table, but will not impact any of the Viewports.

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The columns of information in the Proposals Table include the following:

  • Proposal ID. This is the unique identifier on the proposal record that is provided by your institution.
  • Proposal Name. The name given to the proposal.
  • Entity Name(s). These are the constituent records associated with the proposal.
  • Officers. This column displays all officers related to the proposal record.
  • Proposal Type. This column displays the type of proposal associated with the proposal.
  • Proposal Status. This reflects the current status of the proposal.
  • Target Amount. Target Amount is the expected dollar amount the officer(s) will ask for.
  • Target Date. Target Date is the expected date the officer(s) plans to make the ask.
  • Ask Amount. This is the actual amount the officer(s) asked for.
  • Ask Date. This is the date the ask occurred.
  • Granted Amount. This is the dollar amount the donor granted against the proposal.
  • Granted Date. This is the date the proposal was granted by the donor.