Tracking periods allows managers and admin users to internally track the health and progress of their grants in regularly segmented intervals over the lifetime of the grants. Tracking periods can include expenses, achievements, timesheets, and program income. Grant Managers, Department Admin, and Organizational Administrators can view, create, edit, and close tracking periods. Organizational Administrators can reopen closed tracking periods.
Tracking periods are divided into open and closed tracking periods. Only open tracking periods can be edited.
Open Activity>Tracking Periods>Open or Activity>Tracking Periods>Closed.
Click a grant name.
Click a tracking period start date.