A grant's performance is measured by achievements against programmatic goals. If achievements are not meeting their given goal allocations, the grant's performance risk may be impacted.
Users can import multiple performance plans using the Performance Plan Import Template (recommended) or their own Excel file. The Performance Plan Import Template includes the Grant, Goal Unique ID, Goal Type*, Name*, Description, Individual*, Question, Number To Be Achieved, Current Percentage, Desired Percentage, Rate Per Unit, Due Date, and Add as Budget Line Item fields. Required fields have asterisks (*) next to their names.
- Open Grant Management>Grants>All Grants.
- Click the (Import icon) in the Icon Bar.
- In the pop-up window, select Performance Plan Import from the Choose Import dropdown.
- In the Award Type dropdown, select Post-Award.
- Select to Identify Grant by grant ID or Unique Identifier.
- In the pop-up window, click Choose a file to select a file from your computer.
- 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.
- Click Import.
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