How To Edit 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.

Prerequisite: Must be an open tracking period

1. Open Activity>Tracking Periods>Open.
2. Click a grant name.
3. Click a tracking period start date.
4. Click the tabs to navigate to the different tracking period types.
5. Update the information as necessary.
6. Click Save to save your progress, or click 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.