03.09.2026 Release Notes: Awards, Budget Versions

New

Awards

• Users can now apply matching functionality when importing awards, allowing funding source data to be mapped and matched during the import process.

Budget Versions

• Users can now access Budget Versions enhancements that expand on the MVP release, adding capabilities to support more complete budget version management workflows.

Fixes

Administration

• Users with the Salary Restriction permission setting can no longer access personnel expense documents through Tools > Documents.
• The error message displayed when an invalid country code is entered for a phone number has been corrected. 

Awards

• Users can now successfully create awards from applications without encountering duplicate budget category errors. Previously, leading or trailing spaces in budget category names caused a duplicate category conflict that prevented award creation.

Budgets

• The Budget Category unlock function now correctly unlocks a category and allows users to make edits as necessary.

Custom Reports

• The Fund Dollars Allocated by Opportunity data source can now be joined to Fund Details and Opportunities in Custom Reports, enabling users to identify whether an opportunity has overcommitted funds relative to awards.
• The Recipient Expense Detail standard report now loads correctly for all accounts. 

Grants

• The Total Projected Budget column is now included correctly when exporting the Grants grid to Excel or CSV. Previously, adding this column to a grid view caused the export file to appear corrupted.

Opportunities

• Users on the Applicant Portal can now successfully re-authenticate using the session timeout re-login modal. Previously, attempting to log back in after a 30-minute timeout resulted in a continuous loading state and an error.

Payment Requests

• The Payments Made To Date field on the Payment Request now correctly reflects only paid payment authorizations and matches the value shown on the Award Details page.
• Users can now enroll payment requests into workflows without experiencing timeout errors.

Tasks

• Formatting applied to Task Description fields, including line breaks, is now consistent when users switch from Edit to View mode.

Users

• The password reset screen now displays the Confirm Password field correctly when password complexity requirements are enabled.