Frequently Asked Questions

Below are answers to many of our most frequently-asked support questions. To find a question, either search in the box on the left, or click below to expand the various categories and find the answers you seek.

When I try and watch the videos for support, I get an error telling me that I lack the proper codec.

In order to view the demo videos we host, you will need to first install the GoToMeeting Codec. This will allow Windows Media Player to interpret and play back the video files.

Cayuse 424 now supports Multi-Project Applications, also known as complex grants. This functionality replaces the need to use the NIH ASSIST system.

I need to use a Mac computer to access Cayuse 424. Do you support Macintosh computers or any of the Apple devices?

Yes, you can use Cayuse 424 on Macintosh computers. We recommend using the Firefox browser, but Cayuse 424 provisionally supports Safari and Chrome. We are not formally supporting mobile platforms at this time, but you may be able to accomplish some tasks on a mobile device.

What version of Adobe do I need to have installed in order to use Cayuse 424? Which is the most compatible?

Any version should be fine, since Cayuse 424 interacts with your web browser and not the PDF reader software itself. Adobe recommends that you upgrade to the latest version, and they put out patches several times a year, but security issues should be minimal given the source of the PDFs you will deal with are from internal users. If you have a specific issue, please contact Product Support with a description of what happened.

I have forgotten my password or username! How do I recover or reset it?

To answer this, please read the section of the User Guide covering this question.

I need to route an ONR resubmission to a particular Program Officer, what fields do I use for this?

SF424 field 4a (Federal Identifier)- copy the original Grant Tracking number from the Electronic Submission page, e.g. GRANT106012345

SF424 field 4b (Agency Routing Information) - Provide the Program Office Code followed by the Officer name in brackets, last name first, e.g: 322 [Einstein, A] Block 8 (Type of Application) - Ensure that the 'Resubmission' check box is checked.

I'm having difficulty attaching or figuring out how to attach subawards to my new CDMRP proposal. Which forms do I use, and where do I attach them?

According to the CDMRP General Application Instructions, applicants should use the standard detailed budget form for each subaward, and then attach them together as a single PDF entitled SubBudgets.PDF. This attachment should be placed in the "Other Attachments" form within the proposal. You can download the detailed budget form directly from this link.

The new DOD/CDMRP grants require a specific identifier - where do I enter this data in Cayuse 424??

According to the Fiscal Year 2011 application instructions, the Congressionally Directed Medical Research Program (CDMRP) is requesting that your CDMRP log number (e.g., PC11####, BC11####, OC11####, NF11####, etc.) be placed in the Submission Title field, AKA the Application Filing Name field. To ensure successful application review, the CDMRP log number should only appear in this field. Please do not include any "internal" proposal title in this field.

This field is located at the very top of any Cayuse 424 application, to the right of the icon shaped like two rings. Please see the screenshot below:


The PI should contact NSF IT Help Central (ITHC) and/or the Program Officer if they wish to submit through and provide additional Units of Consideration. They should get direction from ITHC and/or the Program Officer on how to move forward  based on that guidance before submitting the application.   Any time there is a question, the PI should reach out to ITHC and/or the program office to ensure that they have the latest guidance.

There are many updates that can be made through proposal file update within Fastlane after a submisson but this is not one of them.

No. Routing for an NSF application is strictly done through the NSF Coversheet. It is on this form, which is required for every NSF proposal, that the Division Code and Program Code is listed.

Once you submit your proposal using Cayuse 424 it will appear in Fastlane. The Table of Contents is automatically created when the proposal arrives in Fastlane, post-submission. So there is no need to create or upload one manually by the submitter.

I’m looking for one of these NSF-only forms:

  • Biological Sciences (BIO) Classification Form
  • Division of Undergraduate Education (DUE) Project Data Form

I've started work on a proposal in Cayuse, but that form isn’t there.

These forms can be added using the file update module once your proposal is loaded into FastLane. For more info see the NSF guide:

I'm only seeing one CFDA for my NSF opportunity, but I believe there should be more. Why is this?

NSF does not use CFDA numbers to identify what division will receive your application. So, opportunities which list multiple CFDA#’s are properly distributed within NSF using the NSF Cover Page Block #2 – Division Code & Program Code. Ensuring these match your field of research when submitting will then deliver the proposal to the proper group. For an example see: Opportunity #09-598. Only one CDFA out of the 10 available can be retrieved since NSF strictly uses the Cover Page form as the true identifier.

When I submitted my proposal to the NSF, I received the following email in return: "The cumulative totals for all budget periods: $(x) does not equal the cumulative totals: $(y) Submitted for field: Section F, Other Direct Costs"

This email is sent to you due to a validation error in Fastlane. In Fastlane, if a proposal is submitted with any "skipped" user-defined Costs in Section F (specifically, field 8 or 9), then the agency system does not properly validate the cost data in the adjacent fields. We have learned a work-around within Cayuse 424 which will allow you to properly resubmit.

If you return to the proposal in question within Cayuse 424, and refer to page 3 of the RR Budget, you will need to look at the data in Section F for each budget period. If you see any instances in which rows 8 or 9 of that section were skipped in order to fill data in the following row, then you will need to move the data in the following rows up one row. So if you have data in rows 9 and 10 but none in row 8, you will need to move the data from row 9 into row 8, and then from row 10 into row 9.

This will still calculate correctly in Cayuse 424, and will allow the NSF systems to properly validate the budget.

The instructions for my opportunity state that I should attach a XLS, DOC, or other file format that is not a PDF. However, the Cayuse 424 application only allows PDFs as actual attachments on the proposal. How do I attach non-PDF documents?

Non-PDF attachments can be uploaded by a user with System Administrator-level access in Cayuse 424. This restriction is in place to prevent the upload of potentially harmful or incorrect attachment types.

To learn more about this functionality, please review Attaching Non-PDF Files.

When I run the validations on my proposal, I get an error that says "The Attachment [filename] does not exist on the disk at the expected location [location]"

This is caused by a source file located in an attachment point where the document is expecting an actual PDF to be. To fix this error, remove the source files from the locations given in the error, and then upload PDFs in their places.

If this does not resolve your error, or you are unable to perform this, please contact support.

When I try to upload my PDF attachment in Firefox, I get the following error: "An error prevented the successful upload of the attachment: Uploaded attachment must be in PDF format. MIME type of binary is not allowed.”

This error occurs when Firefox is unsure about the type of files being uploaded.  To fix this problem:

  • At the top of the Firefox window, click on the Firefox button, go over to the Help menu and select Troubleshooting Information.
    • Alternatively, if you do not see a Firefox button, click the icon with three dashes (updated FF icon) and select the question mark icon (Question Mark). Then select Troubleshooting Information in the subsequent menu.
  • Under the Application Basics section, click on Show Folder. A window with your profile files will open.

  • At the top of the Firefox window, click on the Firefox button and then select Exit.
  • In the Profile window, rename the mimeTypes.rdf file to mimeTypes.rdf.old.

  • Restart Firefox.

Files should now be able to upload from Firefox without any issue.

In Attachments forms which require certain attachments to be at pre-specified points, how do I skip lower points so I can add my required attachments?

When you need to add an attachment to a point lower on the specific "Attachments" or "Other Attachments" forms, while leaving one or more prior points empty, you will need to add "blank" source attachments to those prior fields. To do this, you will need to make a new Word document with no data in it. Then, click on the "Add" link to see the Upload Attachment form. On that form, select "Source of PDF" and then browse to your local copy of the blank Word document.

Once the source file is uploaded, it will then open up the next attachment point. Repeat this process for each "blank" point on the list that you need until you open up the required point for your actual attachment.

When I attempt to view an attached PDF on Mac, I get a blank screen with the words at the top.  How can I view the PDF?

There are two configuration items that can result in not seeing a correctly-rendered PDF when using Firefox for Mac: Adobe's Firefox plugin for Mac and Firefox's built-in PDF reader.

To change from Adobe's Firefox plugin to Adobe Reader:

  • If you have not already installed Adobe Reader on your Mac, you will need to download and install it. To download it, visit the Adobe Reader site. After downloading and installing Adobe Reader, be sure to run the application (by going to the Applications folder on your Mac, and double-clicking Adobe Reader) before continuing.
  • In Firefox, click on the word Firefox at the top left of the screen, and navigate down to the Preferences button. A window should pop up with a list of subheadings.
  • Click on Applications.
  • In the search bar that appears, type in pdf.  You should see the following item in the window:

  • In the drop down, select Use Adobe Reader.

  • Close the Preferences window.

To disable Firefox's built-in PDF reader:

  • While in Firefox, go to the Tools menu.  Scroll down to Add-ons.

  • On the left side, select the Extensions button.
  • On the right side, one of the listed items should be PDF Viewer.  Click the Disable button.

After closing the Add-ons window, and opening the desired PDF again, it should open properly.  You should be able to view, save, and print the PDF.

Budget (4)

After transforming a proposal from FORMS-B to FORMS-C, in some cases you may notice that your indirect cost types and rates are missing.  This is a known issue with transforming certain proposals to FORMS-C.  To restore the indirect cost type options, you should re-autofill the required information from your institutional profile.

  1. In the Prime Proposal, go to Page 3 of the RR Budget.
  2. Click the green arrows Refresh Page  to the right of the Enter name of Organization field to bring up the Applicant Organization Autofill dialog.

    Transform Form C

  3. You'll be prompted to select the Institution and the Default IDC Rate.  After doing so, click Re-autofill Applicant Organization. Before autofilling, be aware that if you have manually entered any information on the proposal (such as the DUNS number or the cost type descriptions in fields F8-F10 on the RR Budget), it will be replaced by the information in the Institutional Profile, even if that field is blank in the Institutional Profile.


    After clicking Re-autofill, the information from the Institutional Profile will populate into the proposal, including the Indirect Cost Types.  You can then select the correct indirect cost types.

I am getting errors about the Detailed Budget, but am only submitting a Modular Budget. Why is this happening? Can I still submit my proposals with these errors?

An optional feature for institutional administrators is to display Detailed Budget errors, even if only a Modular Budget is to be submitted. This feature is meant to encourage users to correctly fill out the detailed budget, as this strategy helps minimize errors and allows Cayuse to help check the work submitted.

It is possible to submit with Detailed Budget errors in this situation, as the data will not be presented to

How do I set the salary cap for future budget periods on my proposal? I know that it increases every year by an unspecified amount, but when I factor that in I get Info messages in Cayuse 424.

The NIH does indeed increase the salary cap every year, usually by a more or less 3% increase to the previous year's cap. In Cayuse 424, you can set higher salary caps for your Key Persons on subsequent budget periods within the proposal. We encourage you to increase each future year by 3%, to account for expected annual cap increases.

Cayuse 424 provides the Info messages as a simple reminder that if you request more than the cap, it might not be fully rewarded in the amount that you request. Requesting over the cap will not affect submission, however, as the agency will automatically adjust the potential reward based on the actual cap they have set.

For more information on NIH salary caps, please check out their website on the topic.

I see little red stars next to various fields on the budget. What do these mean?

A red star next to a field tells you that that particular field has auto-calculated data that is currently being overwritten by manually-entered data. To revert the field to its default auto-calculation, clear out the current data and then click on another field.

When someone has been entered as a Key Person on a proposal, they will automatically be added to the budget.  If you are working on an NIH proposal and do not give the Key Person any effort on the budget, Cayuse 424 will show errors indicating that effort is required.

To resolve these errors, you can label the Key Person as an "Other Significant Contributor". You should consult with your Office of Sponsored Projects, as well as the agency, before doing so. NIH guidelines define OSCs as:

Individuals who commit to contribute to the scientific development or execution of the project, but do not commit any specified measurable effort (i.e., person months) to the project. These individuals are typically presented at effort of “zero person months” or "as needed." Individuals with measurable effort may not be listed as Other Significant Contributors (OSCs). Consultants should be included if they meet this definition.

To label someone as an Other Significant Contributor:

  1. On the RR Senior/Key Persons form, find the Key Person you would like to list as an OSC.
  2. Click the gear icon to Manage the Key Person.
  3. For Role, select Other (Specify).
  4. In the Other Project Role Category, enter "Other Significant Contributor" word for word.OSC
  5. If you haven't already, make sure to remove them from the budget, but not from the proposal.

This should clear out any errors about the budget entry for that Key Person.

NIH recommends that "OSCs should be listed after all Senior/Key Persons."

My Cayuse 424 proposal shows errors that contradict specific instructions (such as Research Plan page lengths). What do I do?

If your opportunity instructions specifically contradict an agency-specific error in Cayuse, you should follow the instructions in your opportunity. The agency-specific validations in Cayuse 424 are general validations that apply to a wide variety of opportunities, and an opportunity may sometimes differ slighty in its specific requirements. Agency-specific errors will not prevent a successful submission to 

This issue can be caused by opportunity requiring the NIH Opt-out validations rather than the standard NIH validations. To check this, visit the NIH Opt-Out page and search for your funding opportunity. If it is on the Opt-Out list, manually change the validation type by selecting "NIH Opt-Out" from the pull-down list of validations at the bottom of the proposal.

If your opportunity instructions contradict a error, we recommend that you reach out to the agency contact for the opportunity. Failure to resolve errors will prevent successful submission of the proposal.

If you have further questions or concerns about errors and warnings in your proposal, contact support for assistance.

I have an opportunity I want to submit a proposal for. Is it supported by Cayuse 424?

If you are unsure if your opportunity is fully supported by Cayuse 424, first try to download it into Cayuse 424 using the FOA or CFDA number. To learn more about how to get information from the opportunity, as well as what the icons next to the opportunity in the list mean, see Opportunities in Cayuse 424.

If you aren't able to downnload the opportunity successfully, search for the opportunity on and check for an Adobe forms application package. The application package may not be available yet, or may have been pulled from

We need to get opportunities into our test environment, but none of the normal numbers are available. How do I download opportunities into the test environment?

In Cayuse 424 test or training environments, a large set of available training opportunities can be downloaded by using the CFDA number 93.838. Other test opportunities are available on the test server, and you can search for them there and download them by opportunity number.

My opportunity is telling me to fill out forms that are not available within Cayuse 424. However, Cayuse 424 was able to download the opportunity package and tells me that the opportunity is fully supported. How do I fill out and submit these forms?

Some NSF opportunities require the inclusion of forms that are not available for submission through, and therefore you will not see these forms in the Cayuse 424 package. However, after submission through Cayuse, the PI can log into Fastlane and download the supplemental form, and then edit the proposal to add the required form. The applicant will not be able to check the status of an application until this information is provided.

For example, for applications submitted to the Directorate for Biological Sciences or Division of Undergraduate Education, a Classification form or Project Data Form is required to be submitted. PIs can access the Proposal File Update Module via the "Proposal Functions" section of FastLane. Authorized individuals in the organization’s Sponsored Projects Office (or equivalent) can initiate or review requests for proposal file updates using the "Submit Proposals/Supplements/File Updates/Withdrawals" Module via the FastLane "Research Administration Functions.

For more information, please read this guide at the NSF website.

Does Cayuse 424 support NSF collaborative proposals?

Because the opportunities for collaborative proposals are not available on, they are not supported in Cayuse 424. Currently these opportunities are only available for submission via Fastlane, so the application does not support direct submission for them.

When I look at my proposal in the list, it shows the  icon (expired/unavailable opportunity). But this doesn't make any sense to me, as I was just working on it.

There are two "common" possibilities for this:

1. This opportunity has been removed from, and any submission under this FOA will not be successful. See here for instructions in our users manual how to search for your opportunity under the opportunity tab of Cayuse 424.

2. This opportunity may have been recently updated by the funding agency, and changes made to the opportunity mean that it cannot be submitted in its current form. Fortunately, Cayuse 424 has a convenient feature called "transformation" allowing your data already entered to be reloaded under the most recent version of the opportunity forms for that opportunity number. Note that in some cases, the opportunity number will be different. Click here for instructions on how to transform a proposal.

Proposals (4)

Yes, System Administrators can run a report in Cayuse 424 to view Agency Tracking Numbers.

As a System Administrator, you can view Agency Tracking Numbers by accessing the Proposal Status report on the Reporting tab.

This report contains the following information for submitted proposals:

  • Title
  • Opportunity ID
  • Tracking Number
  • Agency Tracking Number
  • Date of Last Status Update
  • Date Received

When attempting to print a proposal in Cayuse 424, my radio button selections ( and ) become Greek characters ( and ). How do I make the symbols appear normally?

This is due to an incompatibility between Cayuse 424 and Firefox 19's Internal PDF Viewer. To solve this problem, follow these steps:

  • At the top of the Firefox window, click on the Firefox button, go over to the Help menu and select Options.
    • Alternatively, if you do not see a Firefox button, click the icon with three dashes (updated FF icon) and select Options.

  • Navigate to the Applications subheading. Type pdf into the search bar. The only result should be Portable Document Format (PDF).

  • Change the setting from Preview in Firefox to Use Adobe Acrobat (in Firefox).

After closing the Options window, and prompting Cayuse 424 to print again, radio button selections should appear properly on the PDF.

What information do I enter for the DUNS of a foreign institution?

The following information is taken directly from the eRA website:

“Is a DUNS number required for every subaward/consortium organization?"

Ideally yes. The 'Organization DUNS' is a required field on the 'Research & Related Budget' form, regardless of the budget "type"-project or subaward/consortium. However, at the subaward level, neither nor NIH currently validates on the accuracy of that field. For subaward organizations, eRA Commons only validates that the DUNS field contains a value and that the value is not the same DUNS number provided by the prime applicant. At this time the eRA Commons does not do any further validations on the accuracy of the number. So for now, if a subaward/consortium organization is unable to secure a DUNS number in time, then a value of nine zeros can be entered in the DUNS field on the subaward/consortium budget component. This requirement may change over time.”

When I open my proposal from the list, it says I am in read-only mode and cannot make any changes! How can I fix this?

A number of things tend to cause this, including opening the same proposal in multiple windows, unexpected logoffs from the system, or other users taking control of the proposal while you are working within it.

If you look at the top of the proposal window, you should see the words "Locked by" followed by a username. If that username is your own username, then you can simply click the Lock icon  next to it, and take the lock back from yourself. If that username belongs to another user of the system, you should contact them before taking the lock back.


Routing (1)

I'm next on the routing chain for a proposal, but I can't check the box next to my name.

 This is because your user account is not currently linked to a Professional Profile in the Cayuse 424 system. The linking between profiles and users can only be activated by a system administrator, so you will need to contact your admins to have this enabled for you.

Subawards (3)

If you have received an Adobe subaward from a collaborator, the subaward import process does not import the Budget Justification attachment to the subaward, even if one was provided. The attachment must be added manually within Cayuse 424.

To attach the Budget Justification to the subaward:

  1. After import, open the Adobe Subaward PDF.
  2. View the Budget Justification attachment.
  3. Save a copy of the attachment to your local computer.
  4. Open the proposal in Cayuse 424 and access the subaward.
  5. Upload the attachment into Cayuse at the subaward’s Budget Justification attachment point (Section K).

After adding an Indirect Cost Type to an Institutional Profile, you'll need to re-autofill the Institutional information on the Subaward to see the new cost type you added.  You'll need to reautofill the information on the Subaward Proposal. To do so:

  1. In the Subaward, go to page 3 on the RR Budget.  You'll note that this is where the Indirect Cost Types are located; this will make it easy to see the change you are about to impact.
  2. Click the green arrows Refresh Page  to the right of the Enter name of Organization field to bring up the Applicant Organization Autofill dialog.


  3. You'll be prompted to select the Institution and the Default IDC Rate.  After doing so, click Re-autofill Applicant Organization. Before autofilling, be aware that if you manually filled any information on the Proposal (such as the DUNS number) it will be replaced by the information in the Institutional Profile, even if that field has not been filled in the Institutional Profile.


    This will repopulate the information from that Institutional Profile, which includes the Indirect Cost Types.  You can then select the new cost type you added.

The maximum number of subawards that can be submitted with a "prime" proposal is determined by the version of the subaward attachment form included with the opportunity. If the RR_SubawardBudget30 form is included, you can submit up to 30 subawards, while other versions allow you to submit up to 10.

To see which forms are included in your opportunity, click the Opportunities tab and find your opportunity in the list. Click the blue info icon for more information, including a list of forms that are included with the opportunity.

If you need to include data from additional subawards into the budget calculations, you can use worksheet rows, which are not submitted.

In the event that an NIH proposal contains incorrect information when viewed in the eRA Commons, the proposal may be corrected in Cayuse 424 and the corrected proposal re-submitted to NIH.

To correct a submitted proposal, use Cayuse 424 to edit and change fields. In addition to making the necessary changes to correct the information in the proposal, you must:

  • change your selection for the Type of Application field to Changed/Corrected Application
  • copy the most recent GRANT tracking number into the Previous Tracking ID field.

These instructions are for FORMS-C proposals. For any applications still using FORMS-B2, use the Federal Identifier field for the most recent GRANT tracking number.

Refer to the SF424 R&R Guide Section 2.12 for further information.

Cayuse SP (6)

If your institution is using Proposal Authorization Rollup and you are expecting your unit's parent units to show up as soon as you add the unit to the proposal, you may need to refresh the Approving Departments screen, or exit and re-enter the proposal, to see them.

If you are not seeing them and believe that you should be, contact your Central Admin Office. If your office has not set up the Rollup functionality, you will need to add the units manually as Other Approving as described in Approving Departments.

See Building Routing Chains for more detail on the process of creating the correct routing chain for a proposal.

This is actually how Cayuse SP is intended to behave. Certification and approval are two separate processes that can occur in parallel. When a proposal is submitted for routing, notifications go to the Lead PI and all other PIs for certification, and to the first department for approval.

If your institution prefers that the departmental approval not occur until after the Lead PI has certified, or until after all the PIs have certified, we recommend that departmental IPF Approvers check for the necessary PI certification(s) before approving. Certifications can be reviewed on the Approvals tab of the Proposal Routing Status screen, the same location that IPF Approvers approve from.

For more information on routing, see Routing a Proposal. For Admins, Managing the Routing Process provides additional in-depth information on ensuring that the process of routing a proposal goes smoothly.

The routing process in Cayuse SP starts during proposal development with the list of Approving Departments. Departments are added to the Approving Departments list for one of two basic reasons: either the department is involved in administering the proposal, or personnel from the department are among the personnel on the proposal.

The most common departmental roles are Award Admin Department, Affiliated Center/Institute, and Cost Sharing department. For Personnel, the Lead PI, any PIs, and other key personnel roles trigger the addition of the person's department to the routing chain.

The reason the department is on the routing chain will be listed to the right of the department under Role(s) in the Approving Departments screen. It's also possible to add a department manually on this screen. If you do this, the department will be listed as Other Approving and can be removed by clicking the Remove link to the right (which will also remove any rollups associated with it).

In addition to departments added directly, if you have configured Proposal Authorization Rollup in Cayuse Backbone, these departments' parents will also be added to the routing chain. They will be listed with a Role of Rollup from - {DeptCode}. If you are seeing a department in this area listed as a Rollup that is not correct, follow these steps:

  1. First, verify that the proposal is in an Unsubmitted status. If you've already started the routing process, you'll need to first set the proposal back to an Unsubmitted state by changing the routing status manually.
  2. Look carefully at the Approving Departments screen of the proposal to verify the roles of the departments involved.
  3. In Cayuse Backbone, search for the department that is causing the rollup. Check the listed parent department to ensure it is correct, and verify that the Proposal Authorization checkbox is only checked if authorizations should roll up to the listed parent. If anything is wrong, edit the department information. See Managing School and Department Hierarchies for more information.
  4. Access the area of the proposal where the department causing the rollup occurs, usually General Info, Investigators/Research Team, or Budget - Cost Sharing.
  5. Remove the department's entry in the proposal (remove the personnel entry if it is a person's department) and save the proposal information using the Save button at the bottom of the page. Keep in mind that if routing has already proceeded, any PI roles or departments you remove will have to re-certify or re-authorize.
  6. After saving the proposal information, re-add the person or department you removed.
  7. Go to the Approving Departments page. The incorrect Rollup should be gone and the routing chain should be correct.

If you are having any issues with this process, contact Support.

I can't edit the pairing of a funded proposal in version 3.0 of the Research Suite. How do I get around this?

The proposal pairing process in Cayuse SP and Cayuse 424 is generally completed while the proposals are in development. Once a proposal has been submitted and funded, the pairing can no longer be directly managed. This is to prevent users from changing the proposal while it is under review or altering the system of record after approvals have occurred.

However, sometimes creating a post-hoc link is necessary. In those cases, an SP administrator can change the pairing after first completing two major steps: changing the Award designation to Anticipated, and changing the proposal status to Unsubmitted. Changing the award and proposal statuses manually in order to manage the pairing will not disturb the routing process, and as long as the statuses are restored after completing the pairing, will not affect reporting. All the steps can be completed in Cayuse SP.

Follow these steps to complete the pairing:

  1. Search for the proposal you want to pair.
  2. On the Proposal Administration screen, click the Awards tab.
  3. Find the first award in this tab that is listed as Obligated in the Reporting Designation column, and click the award number.
  4. On the Award Administration screen, edit the award information to change the Reporting Designation, shown on the right under the General tab, to Anticipated.
  5. After saving the award information, return to the proposal by selecting the Proposals tab and clicking the proposal number.
  6. If there are other Obligated awards on the proposal, repeat steps 3-5.
  7. After returning to the Proposal Administration screen, find the routing status of the proposal under the General tab and change it to Unsubmitted by clicking the status hyperlink and selecting Unsubmitted in the status list pop-up. Note that the name of this status may vary depending on your institution (e.g. Pending Submission, In Development). Select the status that causes proposals to show in the Unsubmitted bucket on the Proposal Admin screen.
  8. After completing the status change, click the proposal number at the top of the Proposal Admin screen to view the proposal data.
  9. On the General Info screen, scroll to the bottom of the page and select Pair with a 424 Proposal.
  10. Complete the pairing process.
  11. Click Administer Proposal under the Item List on the left side of the screen.
  12. Change the routing status of the proposal back to its original status (usually Funded) as described above.
  13. Click the Awards tab, and again edit each award's reporting designation, changing those that were previously Obligated back to Obligated, using the process described above.

When you've restored the original statuses, the pairing link will be intact and only another administrator will be able to change it, and the proposal and awards will be in their previous status for appropriate reporting.

I was added to a proposal in SP, but when I try to access the paired 424 proposal, it says "User lacks accesss to the requested resource". Why can't I see the proposal?

When a Cayuse 424 proposal is paired with a Cayuse SP proposal, permissions to the proposal are managed through Cayuse SP. Only the Principal Investigators, the proposal's creator in Cayuse SP, and those with a Proposal Editor role on the Cayuse SP proposal can view the Cayuse 424 proposal while the proposal is in development. If you have been added with another role, you will not be able to see the 424 proposal. To get access, you need to be added with one of the listed roles.

During the routing process, approvers in the Approving Departments will also be able to see the Cayuse 424 proposal for purposes of review, but only the IPF Approver in the Award Admin Dept will be able to edit it.

See Integration with Cayuse 424 for more details on permissions, and Paired Proposals for more information on pairing proposals in Research Suite 3.0. If you are using Research Suite 2.4, see Linking with a Cayuse 424 Proposal (v2.4).

In order to show in Cayuse SP's Proposal reporting, a Proposal must have a Proposal Approved status history record. This status is set manually after the proposal is reviewed and approved by the Central Admin Office. (The status may have a different name at your institution, such as "Approved by OSR".) If the proposal is set to Submitted to Sponsor status immediately after Admin Office in Review or PS/CS Review, it will not show up in reporting. See Reporting for more information on how reporting functions in SP.