How To Add a Milestone Goal

Depending on the opportunity settings, there may be a Performance Plan page. Funders may also include defined programmatic goals for applicants to meet through grant activities. If goals have been pre-defined, they will appear in the goal type dropdown.

Milestone goals are the most basic goal type. They allow for tracking progress on the completion of a "pass or fail" goal. An example of a milestone goal is “Create and send Q1 Staff Survey.”

1. Click + Add Item.
2. In the pop-up window, select Milestone from the Goal Type dropdown.
   
3. Add a goal Name.
4. Add the goal Description (optional).
5. Click Save.