How To Add a Strategy to the Performance Plan Template

Performance Plan Templates allow you to provide applicants with performance strategies and available performance goal types, if desired. Based on the application settings, applicants can or must use the provided template, or they do not have to provide a performance plan.

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.
3. Open the Configuration tab>Performance Plan  Template.
4. Click the + (Create icon) in the Icon Bar.
5. Add a strategy Title.
6. Add a Description (optional).
7. Select if adding goals to the strategy is Required.
8. Select Available Goal Types. See Goal Types for more information.
9. Click Create.