How To Add Allocations to a Submission Performance Goal

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.

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 Pre-Award tab>Submission 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: Numeric goals will spread whole numbers; any remainder will be added to the last month.
   
8. Click Save.