Performance Plan Import Template

The Performance Plan Import Template allows Managers and Administrators to import pre-award or post-award performance plans and goals to grants instead of adding them manually. 

Use the attached template to import your Performance Plans and Goals. Required fields are designated with an asterisk (*). Once completed, users can import from a grants list or a grant record.

How To Import Performance Plans to Multiple Grants:

1. Open Grants Management>Grants>All Grants.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Performance Plan Import from the Choose Import dropdown.
4. Select Award Type.
5. Select to Identify Grant by grant ID or Unique Identifier. 
6. Click Choose a file to select a file from your computer.
7. Select the Destination field for each Source column. If you are using the Performance Plan Import Template (recommended), the source and destination fields should match.
8. Click Import.

How To Import Performance Goals to a Single Grant:

1. Open Grants Management>Grants>All Grants.
2. Click a grant name. 
3. Open the Pre-Award tab>Submission Performance Plan or Post-Award tab>Performance Plan.
4. Click the   (Import icon) in the Icon Bar.
5. Click Choose a file to select a file from your computer.
6. Select the Destination field for each Source column. If you are using the Performance Plan Import Template (recommended), the source and destination fields should match.
7. Click Import.