April 30, 2026 - Fund Manager and Project Effort Release Notes

Things to Know

• Status: These notes are subject to change. Last update made on April 15, 2026.
• Feature Availability: Features listed here will not be functional in the application until the UAT release dates shown below.
• Cache Clearing: You may need to clear your browser cache to enable changes from this release.

Release Summary

Here's a quick overview of the updates in this release:

• Fund Review workflow and usability improvements
• Fund Review reporting and notification updates
• Fund Dashboard calculation and clarity improvements
• Fund Dashboard includes option to include indirect costs in encumbrances calculations
• Email Manager template visibility and template editing enhancements
• Added ‘Funds Below 25% of budget’ table + alerts to Fund Dashboard

Please note: This release includes corrections to permissions for FM Global Admin users. For consistency with the security level of this role, FM Global Admin users will now have access to all data in Fund Manager regardless of their chartstring security settings.

Release Dates and Downtime

Release dates are subject to change. Release date changes will be noted in the Change Log below.

Downtime required: 3 minutes

Detailed Release Notes

New and Enhanced

• The Fund Review page now includes a pop-up window for marking multiple transactions as Done. 
• The status now updates to In Progress if new transactions are added after a review is marked Done.
• The former Send Email button is now labeled Remind PI to better reflect its purpose.
• The Fund Review Audit Report now includes transaction ID, amount, and object code. Select the linked article for more information about in-app reports.
• The Cost Transfer Needed and Fund Review Needed notifications are now sent to FM Global Admin users only.
• Settings and tools have moved from the gear icon to a new More menu.

• The Fund Dashboard includes a new table, “Funds Below 25% of Budget” to provide a quick view of funds with low balances remaining. The Direct Cost Balance Available calculation for this table excludes encumbrances and forecasts. Funds with a status of  Canceled, Rejected, Terminated, or Withdrawn will not be included in this table:

• Indirect costs are now supported in encumbrance totals when the Encumber Indirect Costs toggle is enabled.

Email Manager and Placeholder Updates. See additional details about emails and placeholders.

• All email notification types can now be viewed from the Email Templates page, to easily view which are enabled or disabled and identify recipient roles at a glance.

Please note: Fund Manager email templates now require both a subject and body. Existing templates missing either field have been deactivated and will remain inactive until both are added.

• The following email template is new:
  • Available Balance <25% 
    • notifies the PI when a fund’s available balance drops below 25% and includes a link to the Fund Dashboard.
• The following email templates now support placeholders:
  • Fund Review Reminder to PI
  • Cost Transfer Needed
  • Fund Review Needed

Change Log:

(No entries)

(Ref ID: 30.01.17)