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Copying and Transforming Proposals in Proposals (S2S)

Emily Yeomans
  • Updated

With Cayuse Proposals, you can quickly copy an entire proposal and edit the copy as needed. If you plan to resubmit a proposal, Cayuse recommends that you make a copy of the proposal first, and keep the original as a record of the first submission. You can also transform the proposal to a different opportunity, which preserves data from the original proposal where corresponding forms exist in the new opportunity package.

Both procedures start by clicking the copy_transform.png icon at the right side of the proposal to launch the Copy/Transform dialog.

copy-transform_dialog.jpg

Copying a Proposal

  1. In the initial Copy/Transform Dialog, click Copy Proposal.
  2. Edit the Proposal Name for the new proposal as desired.

Copy_Proposal.png

  1. If you do not want to copy the attached documents, uncheck the Copy Attachments checkbox.
  2. Click Copy Proposal.

Your new proposal will appear in the Proposals List.

Transforming a Proposal

If you want to instead transfer the existing data to a different opportunity, or even a new version of the same opportunity, transform the proposal. Once a proposal is created against an opportunity, if the opportunity is updated, the proposal does not automatically reflect the update (since forms may have changed) and must be transformed.

When you transform a proposal, information will only be copied between forms that are the same in each opportunity. If you are replacing an expired opportunity with a new one, the forms will generally be the same, but if it is a different opportunity, some forms may be different and that information will not transfer.

  1. In the initial Copy/Transform Dialog, click Transform Proposal.
  2. Select the new opportunity from the list by clicking on the green plus icon green_plus.JPG to the left of the opportunity. This process is similar to selecting an opportunity.
     

prop_transform.png

  1. Edit the Proposal Name for the new proposal as desired.

Transform_Proposal.png

  1. If you do not want to copy the attached documents, uncheck the Copy Attachments checkbox.
  2. Select the Validation Type if a different type is required.
  3. Click Transform Proposal. Your new proposal will appear in the Proposals List.

Copy/Transform of Multi-Project Proposals

Multi-Project Proposals must be Copied/Transformed one component at a time. Selecting Copy/Transform on the Overall Component will not Copy/Transform the entire Proposal, just the Overall Component.

Additionally, Components and R01s can be transformed into Components for other Multi-Project Proposals. For more information on this process, please take a look at Transforming Existing Components.

 

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