Capital Calls can be managed and monitored from the Dashboard and the Capital Calls areas.
On the Dashboard, the statuses of all active Capital Calls are displayed by clicking the Capital Calls navigation tab, which shows the pie chart and corresponding table. Any section of the pie chart or rows in the table can be clicked, which will display the Capital Calls that are currently in that status.
If Capital Calls are assigned to Projects, the pie chart and corresponding table views can be filtered by Project by selecting the Project from the View dropdown menu. Please see Assigning Items to a Project for more information about managing Capital Calls assigned to a Project.
In the Capital Calls area, all active Capital Calls are displayed in the display grid. Capital Calls are organized by Sent (Capital Calls sent by your Organization), Received (Capital Calls received by your Organization), and Archives (Capital Calls that have been archived).
Capital Calls that are Overdue are displayed with and Capital Calls that are Due Soon (within 7 days or less) are displayed with
.
Capital Calls can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Batch Actions can be taken on multiple Capital Calls at once from the display grid in the Capital Calls area. Please see Batch Actions for Capital Calls for more information.