This article provides tools to help answer questions from ERM and Legacy ERM users about parity between versions. This article can be used to provide answers to your questions about features in ERM compared to Legacy ERM.
This chart below indicates common actions taken in previous Legacy compared to the steps needed to complete the same action in ERM. Links are also provided for each section that can be followed to make access even easier.
LEGACY | ERM | NOTES | LINK | |
Edge | Funding Requests and Funding Request Detail | For paid account plans, access to funding data limited by data plan states. For free Applicants, access limited to organization's funding | https://erm.fundsforlearning.com/471-manager/funding-requests | |
Edge Search | Funding Requests with Filters | ERM now also includes line item detail for funding requests in all data plans. Filtering on line item level data is also available. | https://erm.fundsforlearning.com/471-manager/funding-requests | |
My Funding | Form 471 Applications and Funding Requests | Using Filters and Saved Views (availability based on your data plan), you can quickly and easily create a View that shows the Form and Funding data specific to your organization. For more information on how to set that up, click here | https://erm.fundsforlearning.com/471-manager/form-471-applications | |
470 Manager | Form 470 Applications | For paid account plans, access to Forms limited by data plan states. For free Applicants, access limited to organization's forms | https://erm.fundsforlearning.com/470-manager/form-470-applications | |
Applicant Search | Applicants |
| ||
Form 470 notifications | Form 470 Posted notifications | Enterprise plans only | ||
FRN Monitor e-mails | Funding Request Change notifications | Advanced and Enterprise plans only | ||
Notifications | Notifications | 470 and FRN Monitor currently available in ERM | ||
Legacy Navigation | Filters/Saved Views | See our articles on saved views and filters in the Help Center | Filters: Saved Views: | |
Line Items | Line Items | Coming soon | ||
Grouped results | Grouped results | Coming Soon | ||
Compliance Archive | Compliance Archive | Not currently available. Please contact support for more information | ||
Creating Forms | Creating Forms | Not currently available | ||
ECF Data | ECF Data | Not currently avalible. |