Creating a Proposal
- From the Sponsored Projects dashboard, click on Start New Proposal.
- Select the type of proposal you would like to create:
- If you are creating a new proposal that is not related to an existing proposal, choose the top option and enter a title for your project. Click on Create New Project.
- If your proposal is related to an existing proposal within a project, choose the bottom option and select the name of the existing proposal. Click on Add New Proposal to Project.
- You will be directed to the new proposal form for completion. Each section of the proposal form will display a red exclamation point. Once a section has been viewed and all required fields populated, a green checkmark will display. Icons may change and require additional action if changes occur to the fields within a section. Learn more about icon definitions below.
- Once all sections display a green check mark, you will have the option to Route for Review.
The Proposal Interface
- Project Name: This section also contains breadcrumbs back to the proposal's project, as well as the user's active projects.
- My Actions: The Route for Review button will activate once each section beneath Proposal Sections has a green check mark. If the user has permissions to complete the review, the Complete Review button will activate once routing has finished.
- Proposal Summary: This section will provide at-a-glance information, such as Sponsor, Deadlines, and Proposed Amount. The fields will remain blank until established at a project or proposal level.
- Status: The status flag lets users know what phase the proposal is in: In Development, Under Review, Approved, Submitted to Sponsor, Under Consideration, Funded, and Closed.
- Proposal Tabs: The proposal tabs provide additional information, and let you add additional assets to your proposal (see the Proposal Tabs section below for more information).
- Proposal Sections: The proposal sections are configured through the Form Manager by a System Administrator. All sections must have a checkmark in order to route the proposal for review. An exclamation mark means that the section contains a required field that hasn't yet been completed.
- Proposal Form: The form is where users fill out their proposal information, and is configured through the Form Manager by a System Administrator.
- Connected Link: Links to any connected project.
Additional Tabs
Proposal Forms include additional tabs that are optional to complete You may fill in the information in the tabs at any time.
- Routing: Administrators must configure Routing Rules prior to any user creating a new proposal. Information about the review process will display in this tab once routing has begun.
- History: View proposal status and history. Proposal status can also be viewed from the new Sponsored Projects dashboard.
- Access: Manage who can view or edit the proposal.
- Tasks: View open tasks relating to the proposal.
- Notes: Add comments to the proposal for reference.
- Attachments: Upload files relevant to the proposal.
- Related Records: Displays data from records in connected systems. Can create links to records in external systems through the steps shown in this article.
- Admin Only: Add notes and attachments that are only visible to other Administrators (tab only visible to SP System and SP Proposal Administrators).
Form Content
Form questions and sections are specific to your institution. For questions regarding form questions or sections, please reach out to your administrator.
Understanding Form Icons
It is important to understand the three different form icons, as they can change for different reasons, as shown below.
Green Checkmark
- What this means: All required fields within that section are complete.
- Action required: No further action is required.
Red Exclamation Point
- What this means: Either a change has been made to the content, or the original content has never been viewed. All required fields are populated.
- Action required: Content needs to be viewed.
Red Number
- What this means: One or more of the required fields within a section are not populated.
- Action required: Content needs to be populated in the empty field(s).
Visual Definition Chart