Managing Pairing

Only one Cayuse SP proposal and one Cayuse 424 proposal can be linked together. Proposals can only be paired and un-paired when they have not been submitted for routing, or have been reopened for editing.

If you need to change the pairing of an existing proposal in Cayuse SP, you must first unpair it, then pair it with a different proposal.

Unpairing a Paired Proposal

  1. Find the proposal in your My Proposals dashboard on the Unsubmitted tab. If the proposal is not visible there because it has been submitted for routing, contact your Central Admin Office to request that they unpair the proposal for you. (If you are an administrator, you can complete this change yourself by following the instructions under Routing Status.)
  2. Select the proposal by clicking the proposal number.
  3. At the bottom of the General Info screen, click Un-Pair with 424 Proposal. Wait while the unpairing occurs. When it is complete, the progress dialog will close and the proposals will be unpaired.

If you only want to unpair the proposal, this is all you need to do. The Cayuse 424 proposal will not be removed, but you’ll no longer see the pairing icon or the Cayuse 424 Proposal entry in the Item List. If you also want to remove the 424 proposal, you’ll need to do so separately.

Pairing an Existing Unpaired Proposal

You can pair an existing unpaired proposal in Cayuse SP with either a new or existing Cayuse 424 proposal.

  1. To pair an existing unpaired proposal with a 424 proposal, find the proposal in your My Proposals dashboard on the Unsubmitted tab. If the proposal is not visible there because it has been submitted for routing, contact your Central Admin Office to request that they pair the proposal for you.
  2. Select the proposal by clicking the proposal number.
  3. At the bottom of the General Info screen, click Create Paired 424 Proposal if you want to create a new 424 proposal, and follow the steps under Creating a Paired Cayuse 424 Proposal
  4. Otherwise, to pair your proposal with an existing 424 proposal, click Pair with a 424 Proposal.
  5. A dialog will pop up allowing you to select a proposal in 424 to pair with. You will only see proposals you have access to.
  6. Click on the desired proposal to pair with.
  7. Wait while the pairing is completed. This can take a minute, so wait for the dialog to close before proceeding.

If pairing is successful, you can access the 424 proposal through the pairing icon () and you’ll see that the pairing buttons are deactivated at the bottom of the screen. There is no need to Save the proposal separately.

If pairing is not successful, you’ll see a message saying that the proposal is no longer available to pair with. This message may show if someone else has just paired a Cayuse SP proposal with that Cayuse 424 proposal. The list will refresh and you can try again.

After changing the pairing of a proposal, you may need to update the budget data so that it is current.