In this Core Concept video learn how to create a tracking period on your performance plan to report back progress to your funder. The video reviews performance plan tracking period settings, generating a tracking period, closing a tracking period and marking a performance plan tracking period task as complete.
31 STEPS
1. Welcome to the Euna Grants Core Concept video focused on creating and closing a tracking period and marking a task as complete.
2. The performance plan functionality allows you to build your performance plan goals, add progress to each goal throughout the lifecycle of your grant, close out tracking periods as you report back to your funder, and mark goals as complete.
3. Today, we’ll be covering how you could create a tracking period for when reporting is due to your funder, how to close out a tracking period, and how to mark the tracking period task as complete.
4. Once you log in, we’ll navigate to our grant by going to Grant Management.
5. Then Grants.
6. Then we’ll select the relevant grant where we want to complete funder reporting.
7. The first action we need to complete is going to our grant settings and configuring when performance reporting is due to our funder. I get there by going to Post Award
8. Settings
9. Grant Settings
10. Let’s update the grant settings by clicking on the pencil icon in the top right icon toolbar.
11. I’m going to update that I send my funder performance reports quarterly. Click on the Performance Reporting Period dropdown
12. Select Quarterly
13. Type how long the reporting is due after the quarter ends.
14. Configuring these settings will allow you to create a tracking period summary and will also create a task for the grant manager for each due date. The task will appear in their tasks list under the activity center and on their calendar. Click Save.
15. Now that I am done configuring my settings, I’ll go to Post Award...
16. Management
17. Tracking Periods
18. I’ll click the plus icon in the top right icon tool bar to enter my first tracking period.
19. I can select if I’m creating a tracking period for expenses, achievements, or timesheets. Click Achievements
20. I have a time period drop down. These are based on what you’ve set for your tracking periods in the grant settings. Click Select a time period.
21. Select Your time period
22. Click Save
23. This takes me to my tracking period report page, where I can see what is entered in this period and add notes or additional documents.
24. If I select Save, it will save my tracking period for later. If I select Close, it will close out this tracking period and I won’t be able to edit achievements any further during this time period. Click Close.
25. If I navigate back to the tracking periods page, I can see all the different tracking periods I’ve started or closed. Click Tracking Periods.
26. Next, I need to close out the task associated with my tracking period. I’ll navigate to the tasks list under Activity
27. Click Tasks
28. Find the relevant task. I can quickly mark as complete on this screen via the checkmark icon or I can click into the task to review the details, then can click on the check box in the top right to mark as complete.
29. Click Mark as Complete
30. Through this Core Concept video you’ve learned how to create and close a tracking period and mark a task as complete. If you have any additional questions on performance plan tracking periods, please visit our support site. Thank you!
31. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2621486/Performance-Tracking-Periods-and-Task-Completion
To export a copy of this video's scrip, click on the three dots, and Download PDF.
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