Table of Contents > Pre-Award Work Plan

Pre-Award Work Plan

Overview

The Pre-Award Work Plan section displays the FPO's work plan for the project. The Work Plan is automatically populated upon the creation of a project with suggested activities to perform on a project based on the project's risk assessment result and the type of grant(s) assigned to the project. The FPO can add, schedule, and activities for a project via the Work Plan.

Figure 1 – Project Work Plan

 

Topics:

Schedule a Work Plan Activity

Add a Work Plan Activity

Perform a Work Plan Activity

 

 

 

 

Schedule a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a Pre-Award project from the ‘My Projects’ list.

3. Select Work Plan from the Pre-Award Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

4. Click the Schedule link next to a corresponding activity to schedule the activity. The Pre-Award Project Log screen will be displayed (Figure 2).

Figure 2 – Pre-Award Project Log

 

5. The Log Category and Type fields will be automatically populated with the activity information from the Work Plan.

6. Enter a Title and Schedule date in the provided fields.

7. Click the Save button to retain the scheduled activity.

8. Select Work Plan from the Pre-Award Project Menu and the Project Work Plan screen will be displayed with a scheduled date for the activity (Figure 3).

Figure 3 - Project Work Plan

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Add a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a Pre-Award project from the ‘My Projects’ list.

3. Select Work Plan from the Pre-Award Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

4. Click the Add Activity button to add a new activity to the Work Plan. The Pre-Award Project Log screen will be displayed (Figure 2).

Figure 2 - Pre-Award Project Log

 

5. Enter activity details.

6. Click the Save button to retain the new activity.

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Perform a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a Pre-Award project from the ‘My Projects’ list.

3. Select Work Plan from the Pre-Award Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

3. Click the Perform button to next to a Work Plan activity. The screen on which to perform that activity will be displayed.

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