How To Configure Award Performance Plan Settings

Awarded grants will appear under Grant Management>Grants Awarded. These are grants that your organization has awarded or will award to a sub-recipient or recipient organization. Awards can be created from funds, grants (as sub-awards), or fund or grant opportunities. For more information on awards, see the Award Management Guide.

As a funder, you can configure award performance plan settings for your recipient organization, including editing permissions and available goal types.

1. Open Grant Management>Grants Awarded.
2. Click an unactivated grant award name.
3. Open the Post-Award tab>Settings>Performance Plan Settings.
4. In the Recipient Settings section, select Performance Plan Creation permissions.
   • Recipient and Funder can edit: Both recipient and funder organizations can create and edit performance goals and strategies.
   • Recipient can view, Funder can edit: Only the funder can create and edit performance goals and strategies. The recipient can view the performance plan and is still responsible for adding achievements against performance goals.
   • Recipient can edit, Funder can view: Only the recipient can create and edit performance goals and strategies. The funder can still view the performance plan.
5. Select Achievement Creation permissions.
   • Recipient and Funder can edit: Both recipient and funder organizations can create and edit achievements against performance goals.
   • Recipient can view, Funder can edit: Only the funder can create and edit achievements against performance goals. The recipient can still view achievements.
   • Recipient can edit, Funder can view: Only the recipient can create and edit achievements against performance goals. The funder can still view achievements.
6. In the Goal Types section, select Available Goal Types for the performance plan. For more a extensive description of goal types, see Goal Types.
   • Milestone: Yes/No
   • Narrative: Question and answer
   • Numeric: Number to achieve
   • Percent Achieved: Target percent to achieve
   • Percent Change: Percent increase or decrease
   • Reimbursement: Number to achieve with dollar amount associated per unit
7. Click Save.