How To Configure Performance Template Settings

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.

The Performance Plan portion of the application can be available, required, or hidden. 

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.

3. Open the Performance tab>Performance Plan Settings.

4. Configure the Performance Plan Template by selecting from the following checkboxes:

   • Show Performance Plan: If you select this box, the Performance Plan section of the application is available but not required for submission.

   • Performance Plan Required: If you select this box, that means that applicants must submit a performance plan with their application.

5. Click Save.