How To Import Submission Performance Plans

Performance plans contain programmatic measurable items used to define the success of the overall grant. The performance plan consists of goals and overarching strategies that link goals together. Goals can be created by Organizational Administrators, Department Admin, and Grant Managers.

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.

 Note: The Individual name must exactly match what is in Contacts>Staff.

1. Open Grant Management>Grants>All Grants.
2. Click the  (Import icon) in the Icon Bar.
3. In the pop-up window, select Performance Plan Import from the Choose Import dropdown.
4. In the Award Type dropdown, select Pre-Award.
5. Select to Identify Grant by grant ID or Unique Identifier.
6. In the pop-up window, click Choose a file to select a file from your computer.
7. 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.
8. Click Import.