Cayuse 424 Tips and Tricks

11/15/2013 - 13:02

Bookmarking Your Cayuse 424 Application

Once you've gotten logged in to your Cayuse 424 application, bookmarking the location so it will be easy to get back to is a natural next step. However, after logging in, if you bookmark the site, your bookmark may contain information that can change, and if this information does change in the future it will not work correctly.

When you are creating a bookmark, the additional information is not normally visible. You only see the page title and where you want to put the bookmark:

But when visiting your boomarked page, if you see a URL that looks like this in the URL bar:

then you have boomarked the "Long URL" and this bookmark may not always work. The Long URL contains a colon and numbers after the .com (the port number) as shown in the yellow highlight above. (Your Long URL will contain your application name, usually your institution's domain name, where you see 'iandemo' in the screenshot.)

To change this, access your bookmarks in your browser and select your bookmark for Cayuse 424. Edit the Location for the bookmark to remove everything after .com except one slash:

This is called the Short URL and it will always take you to your Cayuse 424 application. Your Short URL will have your institution name followed by

Instead of editing an existing bookmark, you can also create a bookmark using your browser's function to create new bookmarks. Then simply enter the Short URL into the Location field.

10/22/2013 - 13:44

Updating Your Professional Profile

Your professional profile in Cayuse 424 resides in the tab and stores personal information, such as degree and demographic data, that funding agencies require. This information is autofilled into the appropriate forms within the proposal. We recommend reviewing your profile occasionally to verify that your personal information is up to date.

Professional profiles include both identification and contact data as well as agency-specific data such as the NIH Commons ID, NASA NSPIRES ID, and NSF Degree Types. You can enter this data into your profile for use in future proposals. It's important to enter and maintain this information accurately, as it submits to and integrates with agency grant systems.

Salary and fringe information remains optional in professional profiles. Many customers choose to import institutional fringe rates even if they choose to exclude salary. Click to perform this task.

08/14/2013 - 11:50

Assigning a PI without a Key Persons Form

When your proposal has a Key Persons form, the PI that you assign for the proposal will appear in the Proposals list under the PI column, replacing [Unassigned]. But how do you accomplish this when you don't have a Key Persons form in your proposal? Never fear! Cayuse 424 also has a Summary form where the PI can be assigned.

To assign the PI in the Summary Form:

  1. Open the proposal.
  2. Select Summary under the Proposal Summary section in the left sidebar.
  3. Click the pencil icon to the right of the form under Project Director / Principal Investigator Contact Information.

    This allows you to autofill the person into this PI slot. If you don't see this part of the form, it may be disabled for your institution. Contact your local System Administrator for assistance.

  4. After autofilling, exit the proposal and return to the Proposals List.

Instead of [Unassigned], you should now see your PI in the PI column, and you'll be able to search for the proposal by the PI.

04/17/2012 - 14:41


Opportunity Retrieval

Federal opportunities are downloaded into Cayuse 424 using the Retrieve Opportunities button on the Opportunities tab. A common question into our help desk is, “Why didn’t my opportunity download?” In the vast majority of cases, the reason is one of the two below.

Reason #1: You have a space or typo in the opportunity number. No opportunity number on contains spaces. The opportunity number you enter must match exactly as it is posted on One reliable way to enter the correct number is to copy it from and paste it into Cayuse 424.

Tip: Since the opportunity number you enter must match an opportunity number on, try the advanced Google site search feature to ensure you have the right opportunity number. For example, type “PA-11-260” into Google to search only for PA-11-260. Then copy and paste the funding opportunity number from into Cayuse 424.

Reason #2: There is no application for the opportunity on Some grants are listed on but cannot be applied for electronically. You can verify whether the opportunity is electronically submittable by going to the Application section of the opportunity on If there is no downloadable Adobe package, it is not electronically submittable. If there is an Adobe package for the grant, it is very likely supported by Cayuse 424.

04/17/2012 - 14:52


Errors, Warnings, and Info… Oh MY!

The Validation panel in Cayuse 424 show three different types of messages: Errors, Warnings and Info. Here’s summary of what each means.

Errors in Cayuse 424 reflect problems that will impose a hard-stop rejection at or the funding agency. Agency errors display the agency name in brackets to the right of the field in question (e.g., [Research Plan 2.2][NIH]). To ensure that your submission is successful, Cayuse 424 runs a final check on and agency validations before you submit a proposal. Actual agency validations may vary depending on the FOA instructions. Follow this rule of thumb when it comes to agency-specific errors: The FOA supersedes Cayuse error messages.

Warnings pertain to agency validations or may serve as notices from Cayuse regarding missing attachments. For example, Cayuse 424 does not require a budget justification; however, Cayuse 424 displays a Warning, because a budget justification is a common attachment. Warnings do not prevent proposals from being submitted or from being reviewed.

Info tips are Cayuse recommendations. Forgetting to enter a Sponsor Deadline, for example, prevents the Deadline from appearing in your list of proposals. Cayuse 424 will alert you when this happens. Info messages are specific to the software and do not prevent proposals from being submitted or from being reviewed.