How To Add an Achievements 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.

From the Achievements tab, you can review achievement details, view achievement analytics, and select achievements to close out in the tracking period.

1. In the Overall Achievements Details section, add Comments (optional).
2. To attach documentation, click Choose File (optional) and select a file from your computer.
3. In the Achievements Closeout section, select goals to close out. To select all goals, check the Select All checkbox.
   
4. Click Save to save your progress, or Close to close the tracking period.

 Note: Once closed, users may not edit any expenses, achievements, timesheets, or program income within the closed tracking period.