Contents 

• Overview
• Before You Begin
• View Goals and Milestones in Post Award
  • Access Goals and Milestones
  • Open an Awardee’s Goals and Milestones
• Awardee Experience
• Related Articles
   

Overview

This guide shows Program Admins how to view an awardee’s Goals and Milestones (completed in their Intake Form) in the Post Award stage.

📌 This article applies only to award cycles where Goals and Milestones were collected from applicants in the Intake Form. For more info, see ➡️ Adding & Setting Up a Goals & Milestones Section in an Intake Form.

➜ In Post Award, you can: 

• View the status of each milestone for an awardee.
• Track goal completion percentages.
• Download and review files uploaded by awardees.

Before You Begin 

⚠️You must enable Goals and Milestones on the Award Agreement.  

Follow these instructions ➡️ Including Goals & Milestones in an Award Agreement.

View Goals and Milestones in Post Award

Access Goals and Milestones 

1. Open the Program.
   
   
    
2. Click Post Award > Goals and Milestones in the left-hand menu. 
   
   

➜ On the Goals and Milestones page, you’ll see:

• Awardee Name: The name of the organization or individual.
• Award Name: The award they received.
• # of Goals: Total goals submitted in the Intake Form. 
• Latest Milestone Due Date: The most recent milestone due date.

Open an Awardee’s Goals and Milestones

1. Click the hyperlinked Awardee Name in the first column. 
   
   
    
2. Click the Goals and Milestones tab (if not already selected). You’ll see all the goals submitted by the awardee in their Intake Form. 
   
   
    
3. Click the down arrow on the far-right to open the goal’s details. 
   
   

➜ For each goal, you’ll see: 

a. The percentage  completed for that goal (based on milestone statuses and weights).

b. Any supporting documentation uploaded by the awardee.

c. The status of each milestone under that goal (Completed or Pending).

📌Note: Only the awardee can mark a milestone Completed. 
 

➜ To view an uploaded file:

1. Click the Uploads button
2. In the pop-up, click the download icon in the Actions column. 
3. The file will download to your computer. 
4. Open it from your downloads folder. 
    

Awardee Experience 

• Awardees can view and update their goals and milestones by going to: Your Awards > View Award > Goals and Milestones. 
  
  

➜ From this page they can: 

• Mark Milestones Completed: When a milestone is marked “Completed,” the goal’s completion percentage at the top automatically updates in real time. 
   
• Upload Documentation: Add supporting files to a goal. 

➜ For the full awardee experience, see ➡️Managing Goals & Milestones After Receiving an Award

Related Articles

➡️Adding & Setting Up a Goals & Milestones Section in an Intake Form
➡️Understanding Goal Types in a Goals & Milestones Section
➡️Including Goals & Milestones in an Award Agreement

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