How To Close 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 a grant name.
3. Click a tracking period start date.
4. Click Close to close the tracking period.
5. In the confirmation pop-up window, click Close.

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