Set Goals for Funds
You can set goals for each parish and view the overall goal for a fund.
- On the Diocese tab, click Development Funds > Goals.
- Select a fund in the top grid.All the parishes associated with the selected fund display in the bottom grid.Note:
If you want to display records from the Diocesan Offices, Depts, & Orgs section and the Groups & Businesses section, select Show All Institutions at the bottom.
To more easily understand write-offs, select Subtract the Write-Off Amount from the Pledge Amount. This displays a column for Org. Pledge (Original Pledge) amount and moves the Write-Off column between Org. Pledge and Pledged. The Org. Pledge minus the Write-Off equals the Pledged amount.
- Enter a goal for each applicable institution.
- At the top, click Save.
- Click Refresh Values to update the Received, Pledged, Due, Write-Off, and Addl. Gifts columns in both grids as well as the Overall Goal column in the top grid.Note: When you refresh the values, the totals for each parish are recalculated based on the current totals from the parish record. If you manually enter the figures for a parish, select Don't Recalculate in the grid.Tip: Depending on the amount of fund information, the recalculation process can be time consuming. You may want to schedule the recalculation to run after hours using Windows® Task Scheduler. Check out Microsoft help for information.