Grantee Manage Objectives

*Note: If the Work Plan tab is visible, then at least one Objective and Activity must be added to the Work Plan before the application can be submitted.

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 Dashboard, select the “Applications” button.

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

   Open

   

    

3. Select the "Work Plan" tab.

   Open

   

    

4. A view of the entire Work Plan will appear. The Objectives, Activities, and Performance Measures can be added, edited, and removed from this one display. Objectives and Activities can be re-ordered via the up and down links.

    

5. Select the “Add Objective” link from the bottom of the page, or "Edit" to modify a specific Objective.

   The "Edit Objective to this Application” or "Add Objective to this Application” page appears.

    

6. In the “Objective Id” field, enter the number for the Objective by chronological order (i.e., 1 is the earliest Objective).

7. In the “Description” field, describe the major milestone that must be accomplished to achieve the Objective. Milestones should be stated in quantifiable terms where possible. Milestones must be measurable, attainable, and realistic.

8. In the “Start Date” and “End Date” fields, provide the date at which you will start addressing the Objective and the anticipated end date for completing that Objective, respectively.

9. Select the “Save” button to save your work.

10. Add as many objectives as needed from the Work plan page. You can manage the objectives by using the Action links, including moving them ‘up’ or ‘down’.

    • Edit - change any of the information for an Objective

    • Remove - remove an Objective from the list

    • Up/Down - Move an objective up or down on the list (this does not change the Objective Id, just the order in which the Objectives are displayed in the application)