How To Add a Tracking Period

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.

1. Open Activity>Tracking Periods>Open.
2. Click the  (Create icon) in the Icon Bar.
3. In the pop-up window, select a grant.
4. Select the types of tracking periods to include. This could include Expenses, Achievements, Timesheets, and/or Program Income.
   
5. Select a period of time.
6. Click Save.