How To Add a Program Income 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. In the Overall Program Income Details section, add income Earned for Period.
2. Add Comments (optional).
3. To attach documentation, click Choose File (optional) and select a file from your computer.
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.