Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

Software update: Wednesday 24th September 2025 7am - 7:30am

On Wednesday, we're updating EPortfolio & Engage, to introduce some improvements to existing features.
This update will require downtime.

Release notes can be found here for EPortfolio 
Release notes can be found here for Engage 



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Creating new versions of Funding Calculators

  User Roles

This feature can be used by the following user roles:

  • Client Owner

If you wish to create a new version of a Funding Calculator, please follow the below steps: 

  1. Click Manage Standards 
  2. Click View Funding Calculators 
  3. Click Setup a Calculator 
  4. Make you amendments to the Funding Calculator 
  5. Click View Summary 
  6. Click Finish Setup 

When you next assign the Funding Calculator to an Applicant, the latest version will be assigned.

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