Reporting Plan

Prev Next

With the Reporting Plan tab, you can input and track deliverables and associated deadlines for an opportunity.

  1. To create a new reporting plan item, select New Funding Report from the Opportunity funding reports grid.

  2. To update existing reporting plan item, edit the values directly in the grid and select the Save icon in the right corner of the grid.

  3. To delete an existing reporting plan item, select one or multiple rows in the grid and select Delete Funding Report.