Open Control Panel, then select Classifications to view and manage your classification tables. Tables appear alphabetically by Description and show their Classification Type. To review a table, double-click the record or open its menu and select View record.

Note: For the G/L Accounts table, if Branch Security is enabled, you may need to indicate which branch you wish to work with.

Classification tables generally fall into two categories:

• System: Used by core product logic and business rules.

• Coding sheet: Available in the coding sheet sections of organization, request, and contact records.

Add a New Table

From the Classifications page, select Add new table to create a new classification or sub-classification table. In the new record, you can define defaults, coding fields, and the values that appear in the table.

The Values section lists the codes in the table. For larger tables, use Find in this list to locate values quickly.

To add a new code value, open the table, select Add new, choose the appropriate classification level, enter the value in Description, and then select Save and close.

Export Classification Tables

You can export classification data to a printer-friendly format that includes fields such as description, code, ID, and active status. To do this, open the classification table and select Export.

Coding Sheet Configuration

To control the order of coding sheets that appear on request, organization, and contact records, select View, then Coding sheet configuration from the Classifications page.

For requests, you can also decide whether a required coding sheet must be completed at request creation or at approval.

Note: A red asterisk next to a coding sheet indicates a required code selection.

Percentage Coding

Percentage coding lets you assign percentages to request coding values and automatically calculate the related request or grant dollar amounts. Those allocations can then appear in requests, charts, reports, views, and some applicant-facing workflows.

The following standard request coding tables support percentage tracking:

• Age Group

• Ethnicity

• Fund

• Gender

• Geographical Area Served

• Population Served

• Program Area

• Type of Support

Percentage Coding in Charts

The Charts dashboard part can display percentage-coded values when you group on a classification table that tracks percentages.

In chart configuration, use the following selections:

• Value charted: Sum, Average, Min, or Max. Count cannot be used with percentages.

• Category: Request

• Column: Request amount or Grant amount

• Group by: Set Category to Coding sheet and Column to the desired percentage-enabled table.

After configuration, select Next, set the display properties, and save the chart.

Percentage Coding in Online Applications

Percentage coding can be used in online applications when the required prerequisites are in place.

• The Online Applications module must be configured.

• Percentage tracking must be enabled for the coding sheet tables you want to use.

• Percentage-enabled fields must be inserted into the relevant forms. If you need help with that setup, see Customer Support.

Applicants enter percentages, and the retrieval process calculates the associated amounts when the request is created or updated.

Percentage Coding in Requests

If at least one coding table is enabled for percentage coding, the Coding section on requests includes Percentage and Amount columns. Only enabled tables show values in those columns.

You can enter a value in either column and the system calculates the other value automatically when you leave the field. An exclamation mark next to the primary amount indicates the allocation is over or under 100%.

Select the flag to mark a value as primary, or select X to remove it.

The following validation rules apply:

• The first code in a category is set to 100% of the full request or grant amount.

• The second code starts at 0%, and the fields then become editable.

• If only two codes are present, changing one recalculates the other automatically.

• If more than two codes are present, no automatic redistribution occurs.

• Percentages support whole numbers only.

• You cannot save and close if a category subtotal does not equal 100% of the request or grant amount.

Note: When a request is approved, rolled back to pending, or amended, the system may automatically adjust related coding amounts. If the grant amount changes during amendment, percentages must be reviewed and manually updated to match the new total.

Percentage Coding for the Applicant & Grantee Portal

Percentage coding for classification tables is available in the Applicant & Grantee Portal.

1. Open Control Panel, then Classifications, and open the classification table you want to enable.

2. Confirm Max. number of values is greater than 1.

3. Select Track percentages.

4. Save and close the classification table.

After the table is enabled, add the classification field to the relevant form:

1. Open Applications, then Manage forms.

2. Open the form you want to update.

3. In Form Builder, search for the percentage-enabled classification field and drag it onto the form.

4. In configuration, open Details, then Data, and select the classification values you want applicants to use.

5. Save the field, then save and close the form.

Once the form is published, applicants can select multiple classification values and enter percentages for them.

Note: If the applicant does not enter percentages totaling 100%, the portal displays an error similar to the legacy portal validation behavior.