Projects/Activities: Managing Accomplishments

1. To access the Accomplishments tab for a Project/Activity, select the desired Project/Activity from the list screen provided.

• Select the 'Accomplishments' tab on the Project/Activity detail page.

2. To create a new Accomplishments entry, select the 'Create Entry' button option at the top of the page. 

• Fill out all required fields.
• Note that if 'Is this a Cost Savings or Avoidance?' field is toggled to 'Yes', then two additional fields are displayed, and a value will be required for at least one of the Cost fields.
• To send Accomplishments to Quad Chart, slide associated toggle to 'Yes'.
• Select 'Save' button at the bottom of screen when done.

3. To edit an existing Accomplishments Entry, select the 'Edit' option from the Actions column.

4. To add Accomplishments to the Quad Chart from the list tab, select 'Include in Quad Chart' option. To remove items sent to the Quad Chart, select the 'Remove from Quad Chart' option.

5. To delete an existing Accomplishments Entry, select the 'Delete' option from the Actions column.

• Confirm that the entry should be deleted by selecting 'Yes' in the pop-up confirmation modal.