Unlocking Proposal Information

After you submit a proposal, the system locks the proposal so that users cannot make any further changes. This safeguard helps keep information on the pre-award side in sync with information on the post-award side.

PeopleSoft Grants delivers a user option called Unlock Proposal (GM_PR_UNLOCK), which enables you to provide selected users with the capability to change proposal information after the proposal is submitted. You should use this option with caution and for a limited number of select users to make minor changes to submitted proposals.

Note: You do not need to make any changes to the system if you do not want to enable users to change proposal information after the proposal is submitted. PeopleSoft Grants delivers the Unlock Proposal option set to N (no).

To enable users to change proposal information after the proposal is submitted, you must first enable the Unlock Proposal user option.

  1. Select PeopleTools > Personalization > Personalization Option > Define Personalizations.

  2. Select the Format tab.

  3. Click Set Option Default Value for the GM_PR_UNLOCK user option.

    The system accesses the Set Option Default Value page.

  4. Enter Y in the Option Default Value field.

  5. Click OK.

  6. Click Save.

To change the personalization options for a permission list:

  1. Select PeopleTools > Security > Permission & Roles > Permission Lists.

  2. Select the permission list.

  3. Select the Personalizations tab.

  4. Select Option Category Level FIN and Option Category Group Portal Personalization.

  5. Click Edit Options.

    The system displays the Personalization Permissions page.

  6. Select the Allow User Option check box for the GM_PR_UNLOCK user option.

  7. Click OK.

  8. Click Save.