How To Import Award Performance Goals

Users can import multiple goals 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.

Prerequisite: Must be Organizational Administrator or Grant Manager. Funder can edit on Performance Plan Creation in the award's Performance Plan Settings.

1. Open Award Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
3. Open the Post-Award tab>Performance>Performance Plan.
4. Click the   (Import icon) in the Icon Bar.
5. In the pop-up window, click Choose a file to select a file from your computer.
6. 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.
7. Click Import.