Establishing Proposal Controls

This topic discusses how to establish key words, resource types, component definitions, budget items, off-campus locations, and numbering formats for proposals.

Page Name

Definition Name

Usage

Proposal Key Words Page

GM_PROP_CTR_KEY

Define key words that are used throughout the PeopleSoft Grants system.

Proposal Resource Types Page

GM_PROP_CTR_RES

Define resource types that you use in proposals.

Proposal Component Page

GM_PROP_CTR_CMP

Define components that are used throughout the PeopleSoft Grants system.

Proposal/Award Purposes Page

GM_CTR_FNCTN

Maintain information about the type and purpose of research that will be conducted for a proposal.

Use the Proposal Key Words page (GM_PROP_CTR_KEY) to define key words that are used throughout the PeopleSoft Grants system.

Navigation:

Set Up Financials/Supply Chain > Product Related > Grants > Proposal Keyword > Setup GM Proposal Key Words

This example illustrates the fields and controls on the Proposal Key Words page. You can find definitions for the fields and controls later on this page.

 Proposal Key Words page

Enter terms that you want to use throughout the PeopleSoft Grants system. The entries on this page are used to track proposals by subject category (for example, cell biology, electrical engineering, history, or science) and to link multiple science codes to a project (as required by Transaction Set 194). You can also associate multiple key words with a proposal project.

Use the Proposal Resource Types page (GM_PROP_CTR_RES) to define resource types that you use in proposals.

Navigation:

Set Up Financials/Supply Chain > Product Related > Grants > Setup GM Proposal Rsrc Types

This example illustrates the fields and controls on the Proposal Resource Types page. You can find definitions for the fields and controls later on this page.

 Proposal Resource Types page

Add resource types that you want to use in proposals. PeopleSoft delivers these resource types with the system:

  • ANIMA: Animal

  • CLINI: Clinical

  • COMPU: Computer

  • LABOR: Laboratory

  • MAJOR: Major Equipment

  • OFFIC: Office

  • OTHER: Other Resources

  • RESOU: Other Resources (NSF Specific)

Note: PeopleSoft Grants delivers the preceding values as system data. The values map specifically to proposal forms (PHS - Page HH). Do not modify them.

Use the Proposal Component page (GM_PROP_CTR_CMP) to define components that are used throughout the PeopleSoft Grants system.

Navigation:

Set Up Financials/Supply Chain > Product Related > Grants > Grants Proposal Components

This example illustrates the fields and controls on the Proposal Component page. You can find definitions for the fields and controls later on this page.

 Proposal Component page

Define the components that you want to use in grants proposals and define a default stakeholder for the component. You can use components to track items that are not delivered as system data.

For example, you can use the Proposal Component page to track the status of administrative, budget, and research plan components on proposals during the internal review process. The system uses components for Proposal Approval workflow. Each proposal can have multiple components.

Use the Proposal/Award Purposes page (GM_CTR_FNCTN) to maintain information about the type and purpose of research that will be conducted for a proposal.

Navigation:

Set Up Financials/Supply Chain > Product Related > Grants > Setup Proposal & Award Purpose

This example illustrates the fields and controls on the Proposal/Award Purposes page. You can find definitions for the fields and controls later on this page.

 Proposal/Award Purposes page

Enter information about the type of research that is recommended in a proposal. The most widely used research purposes are Applied, Basic, Community Education, Public Service, and Training.