Award Performance Plan Import Template

The Award Performance Plan Import Template allows Managers and Administrators to import performance plans and goals to awards instead of adding them manually. 

Use the attached template to import your award Performance Plans and Goals. Required fields are designated with an asterisk (*). Once completed, users can import from the award list or an award record.

How To Import Performance Plans to Multiple Awards:

1. Open Award Management>Awards.
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. Select to Identify Award by grant ID or Unique Identifier. 
5. 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 Award Performance Plan Import Template (recommended), the source and destination fields should match.
7. Click Import.

How To Import Performance Goals to a Single Award:

1. Open Award Management>Awards.
2. Click an award name. 
3. Open the Pre-Award tab>Submission Performance Plan or Post-Award tab>Performance Plan.
4. Click the   (Import icon) in the Icon Bar.
5. 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 Award Performance Plan Import Template (recommended), the source and destination fields should match.
7. Click Import.