Copying and Transforming Proposals

With Cayuse 424, you can quickly copy an entire proposal, making it easy to edit the copy for resubmission. If you plan to resubmit a proposal, Cayuse recommends you make a copy first, and save the original.

Whether you're copying or transforming, both procedures start by clicking the copy/transform icon at the right side of the proposal.

Once you've opened that dialog, follow the instructions below.

To copy a proposal:

1. From the initial Copy/Transform Dialog, click the “Copy Proposal” button.
2. Edit the New Proposal Name.
3. Optional: Click to deselect Copy Attachments if you do not want to copy the attached documents.
4. Click the “Copy Proposal” button to finish. Your new proposal will now appear in the proposals main list.

You can also transform a proposal from one opportunity to another. For example, you can transform an NIH proposal to a different opportunity posted by the NSF. Also, if Grants.gov has replaced or updated an opportunity while you are working on your proposal, you may have to transform the proposal to the updated opportunity.

To transform a proposal:

1. From the initial Copy/Transform Dialog, click the “Transform Proposal” button.
2. Select the new opportunity from the list by clicking on the icon to the left.
3. Edit the New Proposal Name.
4. Optional: Click to deselect Copy Attachments if you do not want to copy the attached documents.
5. Keep or change the Validation Type.
6. Click the “Copy (Transform) Proposal” button to finish. Your new proposal will now appear in the proposals main list.