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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Grant Querying and Reporting Features and Functions



  • Queries for grant information using grantor number, name, or other user-defined criteria

  • Creates reports on grant-to-date, grant-year-to-date or fiscal-year-to-date bases, including partial periods thereof

  • Rolls up reports of financial information based on CFDA number or other grant coding schemes used

  • Expenditures, revenues, and reimbursements report

  • Schedule of Federal Financial Assistance report

  • Budget versus actual report

  • Open POs and encumbrances report

  • Trial balance by grant report

  • Grant status report

  • Grants nearing expiration and required report dates report

  • Matching funds report

  • Grant reporting status and grants in default of reporting requirements report

  • Budget history by grant and project report

  • Equipment purchases by grant and project report

  • Other user-defined queries report

Grants and Special Programs Features and Functions
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