Administrators can be assigned for individual proposals via the Proposal Administration dashboard.
Assigning Proposal Administrators
- Search for the proposal.
- Beneath the General tab, use the drop-down menus on the right-hand side to assign a Proposal Specialist, Contract Specialist, and Approving Person.
- Click
.
Administrator Definitions
- Proposal and Contract Specialist: When a Proposal/Contract Specialist is selected and the proposal status is set to PS/CS Review, the proposal record becomes visible in the Proposal/Contract Specialist's inbox.
- Approving Person: Has signing authority for the proposal. This role is for informational purposes.