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.
- 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.
- To add a column that shows the total number of families for each parish, select Show Count of Families. (This is the total number of active and inactive families in the parish, regardless of whether they have contributed.)
- To add a column that shows the total number of contributors for each parish, select Show Count of Contributors.
- 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.
- 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.