Tips for managing proposal personnel in hierarchies:

•    Do not maintain the personnel attachments at the Parent proposal until all the child proposal personnel are finalized and stable. If you add an attachment at the parent and then unlink the duplicate appearance(s) for that person, you cannot delete the attachment in the parent. (When the child duplicating the person’s role is linked again, the file is editable in the parent. The other alternative is to delete the person from the child proposal, or unlink the proposal from the hierarchy.

•    Personnel appearing in multiple child proposals with different proposal roles will appear multiple times in the parent proposal, once for EACH ROLE. E.G. Co-Investigator in one child, Key Person in another child. This may cause problems with s2s submissions if multiple Biosketches are uploaded, so the Principal Investigator should determine which proposal role should be used to represent this person in the proposal and remove that person from Key Personnel in the other child proposals. (The person can be added as a budget person for budgeting purposes.)

•    If the person is not on the list in the child proposal Attachments > Personnel…open the Parent proposal. When a person is added to a proposal that is already linked to a hierarchy where they are already present from another child proposal, their name will not appear in Add Personnel Attachments list in the child proposal. Maintain their biosketch and other required personnel attachments in the parent proposal.