My Funds
All funds across all cycles — click a fund to open its detail view
Ask the portfolio
Try “Which funds are below 80% utilization?”, “How much balance requires action?”, or “Which funds have no expenses?”
Search Fund Provisions
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Executive Action Dashboard
Put restricted funds to work, resolve compliance risk, and keep utilization moving
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Available to Put to Work
Current-cycle fund balance
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Capital Requiring Action
Balance tied to compliance exceptions
Resolve Exceptions →
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Utilization Reviews Ready
Funds with use decisions awaiting review
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Funds Missing Provisions
Fund use language needs entry
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Active Cycles
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Funds
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Fund Cycles
Manage import cycles and fund pools
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Cycle
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Funds
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Students
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Provisions Confirmed
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Funds Selected
Sync Fund Balances from BI Dashboard
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Automatically log in to the Gift & Endowment Financials dashboard and pull the latest available balances into this cycle. Chrome will open — log in normally (including any MFA prompt) if not already authenticated.
Funds
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Applicant Portal
Public application form for this award cycle
Custom Questions
Applications
Enable the portal to start receiving applications.
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Fund
Fund Summary
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Compliance
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Fund Provisions
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Agreement Intelligence
Checking for Firma agreement data…
Utilization Review
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Stewardship
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Donor Relationship
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Documents & Identifiers
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Source Document
Fund Provisions
Core Provisions
Student Requirements
Use Restrictions
Preferences & Notes
Account Balances
Load a cycle and open a fund to see financial data.
Year-to-Date Activity
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Market Value & Principal History
No financial history imported. Import BI Dashboard data to populate this section.
Spending Plan
Annual expenditure planning and approval workflow
Financial Summary
Planned Expenses
No expenses added.
Spending Plan History
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Past Beneficiaries
Historical fund payments (ERP/SIS)
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Documents
Links to amendments, impact reports, and other fund documents
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Match this fund to see eligible candidates
Candidate Review List
Ranked candidate list with AI summaries. For internal staff review and deliberation.
Fund Decision File
Selected candidates formatted for fund system import.
Donor Notification Drafts
Pre-drafted donor letters with recipient details. Staff reviews before sending.
Activity Log
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Spending Plan Queue
Funds requiring expenditure plans due to compliance issues — create, submit, and track plans through approval
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College Review
Funds outside their spending standard, by college or unit. Enter a plan for each; Fund Administration reviews it.
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Work Queue
Start here: review the evidence, open the right record, and complete the next action.
Compliance Monitor
Fund compliance status and exception tracking
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Total Funds
In the current cycle
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In Compliance
Meeting all requirements
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Exceptions
Require immediate remediation
Review →
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Missing Balance Data
Needs upload or sync
Review Data →
Status Distribution
Filter Funds
Fund Exceptions & Status
Select a cycle to load compliance data.
UPMIFA Underwater Fund Report
Endowment funds where market value has fallen below original gift value
Click "Load Report" to see underwater funds.
Utilization Review
Move funds from entered provisions to auditable spending and use decisions
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Total Funds
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Ready for Use Review
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Use Reviews Ready
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Provisions Missing
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Mobilization Opportunities
Find current, restriction-aligned ways to put available fund balances to work
Find Restriction-Aligned Uses
Claude + Web Search
Select any fund to have Claude search the web for current opportunities at University of Tennessee, Knoxville — awards, research, fellowships, faculty support, student programs, and more — filtered to match the fund's restrictions.
Important Dates
Key deadlines, milestones, and cycle dates
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Reports & Stewardship
Generate donor impact reports, stewardship letters, and browse past beneficiaries
Select Funds
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Selected Funds
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Report History
Click Refresh to load saved report history.
Donor Search
Find funds by donor name across all cycles
Results
Enter a donor name above to search across all funds.