You are here:KC Proposal Development 6.0

Re-Open a Proposal

There are multiple methods to available to reopen your existing proposals.

Click the Researcher menu:

      Select the “All My Proposals” prepared search. The query will run and open an “All Proposal Development Document Lookup” screen will open with your proposals listed at the bottom of the screen. The top portion of the screen provides fields to let you refine your search (proposal number, title, etc.).

Click on one of the options available options in the Action column: View, Edit, Copy, or Medusa.

      Select “Search Proposals” to open the search screen and enter your own search criteria.

In the 2nd Header Menu row:

Click on the [Doc Search] button on the 2nd header menu row to open the Document Search screen. Use this option if you noted the document number; want to search by the user that created the proposal, created in a particular date range, or a combination of these options.

Enter at least one of the following to perform the search:  Document Type, Initiator, Document ID (different than Proposal Number), Date Created From, and Date Created To.

Click Search

In the results that appear at the bottom of the screen, click on one of the options available options in the Action column: View, Edit, Copy, or Medusa

Unit and Central menus:

The Unit and Central menus also contain Proposal Development actions to perform a search of all Proposal Development records.