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Managing Work Plan

New Feature: Limit Staff Access allows grantee organizations to prevent staff from seeing any work plan information. Read Limit Grantee Staff Access to learn more. (FIX LINK)

*Note: If the Work Plan tab is visible, then this section must be completed before the application can be submitted.

Visit Manage Objectives, Manage Activities, and Manage Performance Indicators help pages for information on these work plan Work Plan components.

Funding Organizations may use differing terminology for this section. The terms used here are system defaults. Also, some Funders provide specific instructions on what to enter in some fields of an application. Check the application instructions carefully.

At least one Objective must be specified. Each Objective specified must have at least one Activity created.

  1. On your

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  1. Dashboard, select the “Applications” button.

  2. Select the “Project Title” link of the application you would like to edit.

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  3. Select the "Work

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  1. Plan" tab.

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  2. A view of the entire Work

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  1. Plan will appear. The Objectives, Activities, and Performance Indicators can be added, edited, and removed from this one display. Objectives and Activities can be re-ordered via the up and down links.

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