# Quarterly Efforts

A **Quarterly Effort** in PEARS tracks your Cooperative Extension appointment time, the demographic data of your contacts, and how your effort is allocated across program areas and critical issues for a given quarter. Each record captures your FTE, program areas, demographic totals, and Grand Challenge/Critical Issues effort percentages.

## Getting Started

To access Quarterly Efforts, hover over the **Reflect** menu in the top navigation bar and click **Quarterly Efforts**. The Quarterly Efforts list displays all of your records with options to search, filter, sort, and create new entries.

![Screenshot: The Quarterly Efforts list page showing records with columns for quarter, reporting period, program areas, and completion status](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-9839e0643b5dea6ba55380d3ef787836cd2e20f2%2Fquarterly-efforts-list.png?alt=media)

## Workflow

Creating a complete quarterly effort record involves several steps:

{% stepper %}
{% step %}

#### General Information

Enter the quarter, FTE, program areas, reporting period, and any comments.

[Create a Quarterly Effort](https://support.pears.io/reflect/quarterly-efforts/create-a-quarterly-effort)
{% endstep %}

{% step %}

#### Demographics & Effort

Enter the demographic breakdown of your contacts and allocate your effort across Grand Challenge/Critical Issues.

[Demographics and Effort](https://support.pears.io/reflect/quarterly-efforts/demographics-and-effort)
{% endstep %}

{% step %}

#### Multi-State Projects (optional)

Add any multi-state or integrated research and extension projects you contributed to during the quarter.
{% endstep %}

{% step %}

#### Mark as Complete

Once all required sections are finished, mark the quarterly effort as complete.

[Mark a Quarterly Effort as Complete](https://support.pears.io/reflect/quarterly-efforts/mark-a-quarterly-effort-as-complete)
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**TIP:** Each user can have only one quarterly effort record per quarter and reporting period. If a record already exists for your quarter, you will need to edit the existing record instead of creating a new one.
{% endhint %}


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