Set up award periods

An award period groups disbursements for easier identification and export.

For example, your financial system might label the Spring 2024 term as SP24 or 102104. They can be created as award periods and included as part of a disbursement.

Once you've tagged a disbursement with an award period, use it to organize awards:

  • Filter by award period in any system grids

  • Include award periods in CSV exports for other systems

  1. Go to Site, Configurations, Award Periods.

  2. In Add New Award Periods, enter the appropriate name or code. Enter each name or code on a new line.

  3. Select Update to create new award periods.

Though you can't delete award periods, you can edit, update, or disable existing periods:

  1. Go to Site, Configurations, Award Periods.

  2. Make changes.

  3. Select Update.

Note: Any changes made will affect existing current or archived awards in your system.

Include award period information on award offers by moving any application to an encumbering category, which can be done:

  • Individually on an opportunity

  • In bulk by going to Opportunity, Portfolios, Fund Disbursements

Note: For more information on categories, see Manage application categories.