4. Applications
All roles can readProgramme/Finance/Admin can create + editReview can advance/reject
Track funding requests from concept note through to award (or rejection). Each application is bound to one cycle template (e.g. "EU centralised grant"), which determines its stages, required documents, and the budget structure it will inherit if awarded.
The list page
- Filter by status (Draft / In review / Assessment / Decision / Awarded / Rejected / Withdrawn).
- Each row shows reference, title, donor, organisational unit, requested amount, currency, current stage.
- Click "+ New application" to start a fresh one.
The detail page
Tabs/cards for:
- Identity — reference, title, applicant org, organisational unit, donor, cycle, requested amount, currency.
- Stage — shows current stage and lets eligible roles advance, award, reject, withdraw, or duplicate.
- Form data — stage-specific fields (Concept summary, Objectives, Decision, Rationale, etc.) defined by the cycle's stages.
- Documents — required documents per stage (concept note PDF, proposal + detailed budget, signed contract).
- Notes — internal discussion thread.
- Team — who works on this application.
Transitions
| Action | Who | Effect |
|---|---|---|
| Advance | Programme/Finance/Admin/Review | Move to the next stage in the cycle. Validates required fields/docs. |
| Award | Programme/Finance/Admin | Creates a Grant. Status transitions to awarded. The grant inherits the cycle's budget structure (categories + optional detail template). |
| Reject | Programme/Finance/Admin/Review | End-state. Application stays for the record. |
| Withdraw | Programme/Finance/Admin | End-state. Used when the applicant pulls out. |
| Duplicate | Programme/Finance/Admin | Creates a copy as a new Draft. Useful for follow-up applications. |