On this screen – Proposal Details:
A. Proposal Header: Proposal Number assigned by the system (next available number).
§ PI (not yet assigned) is listed until a Principal Investigator is added in the Key Personnel section.
B. Document Info: provides details about this proposal including the system document number, if the proposal is connected to an S2S opportunity (yes or no), the user ID of the user that created the proposal, and the routing status of the document.
C. The Proposal Toolbar: Data Validation, Print, Copy, Medusa, Hierarchy, and Budget Versions tool links.
D. Proposal Basics Navigation Header:
§ Click the right facing arrow to expand the navigation buttons: Proposal Details, S2S Opportunity Search, Delivery Info, Sponsor & Program Information, and Organization and Location.
§ Click the downward facing arrow to collapse the navigation buttons below Basics.
E. Proposal Details navigation button: click to open the Details screen.
F. The ‘required fields for saving’ fields maintained in the initial creation of the proposal. All except the Lead Unit can be changed in this screen. (To change the unit, copy the proposal and select another unit.)
G. Prime Sponsor Code: maintain this field if your institution will not submit this proposal directly to the funding agency, but to a collaborator for inclusion in their application to the funding agency. (e.g. you are submitting as a subaward)
H. Keywords may be available in this drop-down list. Your institution may require adding one or more option for use in local reports or other central administration requirement. Click on the field to display the options and scroll to select one.
I. Proposal Footer Actions:
§ Save: click to save any changes and stay on this screen.
§ Save and Continue: click to save any changes and navigate to the next option on the left navigation bar
§ Close: click to exit the proposal.
Conditionally invoked fields: Award ID and Original Institutional Proposal ID fields generate for proposal types other than “New”.
