When you create a proposal, Cayuse Proposals uses the information you provide to autofill institutional and personal information from the institution you select as the Organization and the person you select as the Principal Investigator. Autofill pulls data from a stored location into the proposal, where you can edit it manually or update it by re-autofilling.
There are several locations throughout the proposal where you can autofill stored data. Those locations are indicated by the icon . Clicking this icon will bring up a selection dialog for a person, institution, or other type of stored data. The applicant organization information, administrative contact, Performance Sites, Key Persons, and other contact fields can generally be entered using autofill. This makes it easy to ensure that you have the correct information throughout the proposal.
Re-autofill
To re-autofill data that may have been updated since you began the Proposal, click on the icon. This will overwrite any data that was previously autofilled into the proposal, as well as any data in the area that you may have entered manually.
When re-autofilling organizations using institutional profiles, be particularly aware that this action will refresh the indirect cost rates (see My subawardee's indirect cost type isn't showing on my subaward. What can I do?) and overwrite the Description field in F8-F10 of the RR Budget with the values from the institutional profile. If you have budget values in F8-F10, be sure to check the Description after re-autofilling the institution.
Autofill depends on professional profiles being set up for the individuals, such as the PI and the Signing Official, and the organizations, such as the Performance Sites, that you are adding to the proposal. These profiles should be set up ahead of time if you wish to use Cayuse Proposals' autofill feature. See the professional profiles, Key Persons, and institutional profiles sections for more details.