View Terms/Milestones Tracking Details
This screen shows the current tracking status of all terms assigned to the award, sorted by Budget Period.
Users with the following role combinations can use this screen to access terms tracking properties for the award:
- TERMS_TRACKING_ADMIN_ROLE together with GM_MANAGER_ROLE or GM_WORKUP_ROLE — Can view term/milestone details and manage tracking properties.
- TERMS_TRACKING_PROGRAM_ROLE together with PROGRAM_OFFICIAL or PROGRAM_ANALYST role — Can view term/milestone details and add comments to terms. (And OTA program staff can manage tracking properties on programmatic milestones.)
- TERMS_TRACKING_READONLY_ROLE with any of the GM or Program role — Can view term details.
SAMHSA Term Tracking Details
OTA Milestone Tracking Details
About This Screen
At the top of the screen you can see the organization name, core grant number (i.e., activity code, IC, and serial number), grant program or Program Class Code (PCC), and project title as well as the current federal and grantee points of contact.
At the bottom of the screen, there are tabs for each awarded Budget Period, with the Budget Period Start and End Dates listed. Click a tab to view the terms aligned to awards in that support year.
Enter a keyword in the Filter field to show only rows that include the filter text.
Actions
- Back to Search — Click Back to Search to return to the grant search results.
- Click the Submission History button to view the history of all documents submitted for all terms on the grant (if any submissions exist). See Submission History for more information.
- Or click the three-dot ellipsis action icon next to a term/milestone name to perform one of these actions:
- Edit Term/Milestone Tracking — Grants staff, click to edit the term's tracking attributes in the Setup and Edit Terms/Milestones Tracking screen.
- Comment History — View all comments about the term or add your own comment in the Comment History screen.
Grid Columns
There is a column for each term applied to an award. Each row includes the following columns:
Grid Expansion Area
Click the right-arrow icon 
next to a term name to see additional information about the term, such as the due dates of term tasks and the user roles who are receiving notifications about term activity, as shown below. Click the down-arrow icon 
next to the term name to close the expansion area.
Actions
Click the three-dot ellipsis action icon in the expansion area to choose one of these actions for a term task:
- View Grantee Submission — Click to view the current grantee attachments for this term due date, consolidated intro a single PDF. To view all current and past grantee submissions for this Budget Period, go to the Submission History screen.
- Return Submission — Click to return the submitted attachments to the grantee for corrective action. The Return Submission dialog opens.
Note: This action is only available if there is a grantee submission and the term due date status is Unresolved or Archived (Unresolved) on expired Budget Period. - Upload/Grantor Attachments — This action is available to grants staff only; click to attach a document to the term or to view and edit existing attachments in the Additional Materials screen. Grantor attachments are not visible to the grantee.
