Use the toolbar > copy function to copy your currently open proposal to a new document. When using this option, you will exit your current proposal and open the new proposal.
• Click Copy on the Toolbar to open the window
• Select a Lead Unit by clicking in the field to see the units where hold the role to create proposals: select one.
• If your original proposal included a budget, you can select to copy budgets by clicking in the checkbox. The default is ‘All Versions”
• If your original proposal included a budget version marked ‘For Submission’ you may select to copy only that budget version, or “All Versions” by clicking in the field and making a selection. You will still need to mark a budget ‘complete’ and ‘for submission’ in the copied proposal
• If your original proposal included Attachments, you may select the checkbox to include those in the copied proposal. The attachments will all be ‘incomplete’ in the copied proposal.
• If your original proposal included any answered questions in a Questionnaire, you may select the checkbox to include those in the copied proposal.
• Click [Copy] at the bottom of the window to perform the action, closing your current proposal and opening the new copy. Otherwise, click [cancel] or [x] to close the window without making a copy.