In-Kind Goals

It's easy to set up your In-Kind goals and track the completion progress. Here's how:

In-Kind Goals Setup

Step 1. Go to “Admin Settings > “Manage In-Kind”, and select the “In-Kind Goals” option. Then, you can set up your In-Kind goals by Grant.

Note: you can also refer to PDF guide for a step-by-step walkthrough on how to set up your In-Kind goals.

Step 2. Setup the grant name and date range, then select classrooms that are serviced by this Grant.

Step 3. Auto-allocate your In-Kind goals to selected sites/classrooms. You also can adjust the value for each site or classroom manually.

Step 4. Click the “Save” button to remember your settings. Then you can set up goals for the next Grant or review your settings and track the completion progress.

Note: your goals can be downloaded for future analysis.

Track the completion of your In-Kind goal progress 

To view your monthly In-Kind submission statistics and overall completion progress, click the “View Report” button. This report will be emailed to you early each month.

To set up goals for the next Grant, click the "New Grant" button.

You can view/edit your In-Kind goals by clicking “In-Kind Goals Setup” in the top right corner.

Moreover, you can also view your completion progress by clicking on “In-Kind”, and selecting the “In-Kind Goals” option from the left-hand side menu. 

Edit In-Kind goals and manage your settings

You can easily edit the In-Kind goals you’ve set up or manage your Grant settings easily.

The pending allocations caused by this can also be allocated to specified sites/classes.

• Allocate: you can allocate the value by either appending it to existing ones or overwriting them.
• Delete: after you delete the pending allocations, the total In-Kind target will be updated accordingly.

Please reach out to us if you have any questions! 

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