How To Close a Tracking Period

Tracking and reporting periods allows managers and admin users to track the health and progress of their grants in regularly segmented intervals over the lifetime of the grants. Tracking periods are for internal use; reporting periods are sent to the funder for review. Tracking periods can include expenses, achievements, timesheets, and program income; reporting periods can include expenses and achievements. Grant Managers, Department Admin, and Organizational Administrators can view, create, edit, and close periods. Organizational Administrators can reopen closed periods.

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

1. Open Grants Management>Grants>All Grants.
2. Click a grant name.
3. Open the Post-Award tab>Management>Tracking Period.
4. Click a tracking period start date.
5. Click Close to close the tracking period.
6. In the confirmation pop-up window, click Close.