How To Add Allocations to a Grant Performance Goal

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.

Narrative, Numeric, Percent Achieved, Percent Changed, and Reimbursement goals allow you to add allocations. Allocations help you plan your goals by year or month.

1. Open Grant Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Performance>Performance Plan.
4. Click the  (Edit icon) next to a goal name.
5. In the pop-up window, open the Allocations tab.
   
6. Select if you wish to view your allocations Yearly or Monthly.
7. Add allocation amounts. Click the  (Clear icon) to remove all selections. Click the  (Spread Evenly icon) to spread amounts equally over the grant's months.
    Note: If selected, any changes to the goal will be automatically reflected in the grant’s budget.
   
8. Click Save.