How To Add a Numeric Goal

Depending on the opportunity settings, there may be a Performance Plan page. Funders may also include defined programmatic goals for applicants to meet through grant activities. If goals have been pre-defined, they will appear in the goal type dropdown.

Numeric goals are a discrete number to achieve. As units of the goal are completed, staff may record units completed. An example of a numeric goal is “number of program participants” with a goal target of 50.

1. Click + Add Item.
2. In the pop-up window, select Numeric from the Goal Type dropdown.
   
3. Add a goal Name.
4. Add the Number To Be Achieved.
5. Add the Description.
6. Add the Responsible Party.
7. Add the Start Date.
8. Add the Target Date.
9. Select Required (R) or Inform Only (IO).
10. Click Create.