o Click in the Proposal Type field to display the options in the drop-down list. Scroll through the list and highlight the appropriate type for your submission.
o Click in the Lead Unit field to display the options in the drop-down list. Scroll through the list and highlight the appropriate type for your submission
§ The list contains all the units where the logged in user has permission to create a proposal.
o Click in the Activity Type field to display the options in the drop-down list. Scroll through the list and highlight the appropriate type for your submission
o Click in the first Project Dates field to activate the Calendar tool
§ Click in the Month field and scroll to select the start month for this project
§ Click in the Year field and scroll to the start year for this project
§ Click a number in the calendar for the start date for this project
§ Alternatively, you may type date in the field numerically, in MM/DD/YYYY format
o Click in the second Project Dates field to activate the Calendar tool; select the project end date or type it in numerically in MM/DD/YYYY format.
o Project Title: click in the field to type in the proposed title of the project.
o The Sponsor field can be filled by one of the following methods:
§ Enter the numeric code for the sponsor, if you know it.
§ Start typing in the sponsor name; matching options will appear below the field. Select one if it is correct.
§ Use the lookup icon at the end of the field to open a search window.
§ Enter your query in the Sponsor Lookup window and click the Search button
§ Review the search results and select an option, or click ‘refine search’ to return to the criteria window.
o Click ‘Save and Continue’ to create the proposal development document, otherwise click ‘Cancel’ to close this screen and return to the KC Portal.