Establishing Proposals
This topic provides overviews of the PeopleSoft Grants proposal preparation, proposal budgets, PeopleSoft Grants statuses, and components, and discusses how to create proposals and supporting information.
Page Name |
Definition Name |
Usage |
---|---|---|
GM_PROPOSAL |
Establish proposal-specific details. |
|
Description Page |
GM_PROP_TITLE_LONG |
Enter a long description for the proposal. See Proposal Page |
SBIR&STTR Page (small business innovation research and small business technology transfer) |
GM_PROP_SBIR_STTR |
Select SBIR and STTR fast-track statuses. These are available if the proposal type is SBIRI, SBIRII, STTRI, or STTRII. See Proposal Page |
CFDA Page (catalog of federal domestic assistance number) |
GM_PROP_CFDA |
Enter multiple CFDA numbers if you enabled this feature. See Proposal Page |
GM_PROP_DUE_BY |
Enter the due date and time requirements for a proposal. |
|
GM_PROP_BUD_EXPRES |
Enter budget express information for a proposal. The data that you enter on this page is for informational purposes only. It has no downstream processing implications. |
|
Additional Information Page |
GM_PROP_ADD_INFO |
Enter additional information about the proposal. See Proposal Page |
Additional Information Page |
GM_ADDITIONAL_INFO |
Create user-defined Additional Info types. See Proposal Page |
Application Identifier Page |
GM_PROP_APP_ID |
Enter application identifier information. See Proposal Page (Additional Information). |
Concurrent Submissions Page |
GM_PROP_CON_SUB |
Select the business unit, proposal, and version for each proposal that you are submitting concurrently. See Proposal Page (Additional Information). |
Conflict of Interest Page |
GM_PROP_COI |
Select check boxes to indicate whether the conflict complies with the institution's policy and whether you completed the review. See Proposal Page (Additional Information). |
Cost Sharing Page |
GM_PROP_COST-SHARE |
Select check boxes to indicate whether the sponsor requires cost sharing, who approved it, the date of approval, and the source. See Proposal Page (Additional Information). |
Flow Through Page |
GM_PROP_FLOWTHRU |
Select the primary sponsor that the proposal will flow through. See Proposal Page (Additional Information). |
Institution Change Page |
GM_PROP_IN_CHANGE |
Select the check box to indicate whether the institution changed and the name of the previous institution. See Proposal Page (Additional Information). |
Intellectual Property Page |
GM_PROP_INTEL_PROP |
Enter information about the use of intellectual property. See Proposal Page (Additional Information). |
PI Change Page(principal investigators change) |
GM_PROP_PI_CHANGE |
Indicate that the PI changed and select the ID of the previous PI. See Proposal Page (Additional Information). |
Pre-Award Spending Page |
GM_PROP_PREAWD_SPD |
Indicate that pre-award spending is permitted, and enter the guaranteed source of funding. See Proposal Page (Additional Information). |
Previous Award Page |
GM_PROP_PREV_AW |
Enter information about the previous award, and indicate that a renewal is in progress if it is based on an accomplishment. See Proposal Page (Additional Information). |
Related Proposals Page |
GM_PROP_REL_PROP |
Enter information about related proposals. See Proposal Page (Additional Information). |
Solicitation Page |
GM_PROP_SOLICITATN |
Enter information about a solicitation. See Proposal Page (Additional Information). |
GM_PROPOSAL_PROJ |
Add or update projects that are associated with a proposal. |
|
Description Page |
GM_PROP_J_TITLE |
Add descriptions about the project. See Projects Page |
GM_PROP_DPT_ADM |
View the names of the department administrator, department head and institution officer. Information about this page is display-only. All data comes from the Department Contact and Institution Contact pages. |
|
GM_PROJ_DEPT_PCT |
Enter the credit percentage for a department for a particular project. |
|
Comments Page |
GM_PROP_J_DEPT_SP |
Enter comments about the department cost share. |
GM_PROP_BUD |
Enter budget header information. |
|
GM_BUD_FA |
Set up F&A rates for your institution, sponsor, and budget. |
|
Program Income Page |
GM_BUD_PGM_INCOME |
Enter program income details and comments for the period. See Budgets Page |
GM_PROPOSAL_RES |
Maintain information about each resource for a proposal project. These resources are used by Research or Workflow. |
|
GM_PROP_VNDR_SP |
Enter subrecipient details. |
|
Subrecipient Location Page |
GM_PROP_VND_LOC_SP |
Enter subrecipient location and address information. See Resources Page |
Subrecipient Contact Page |
GM_PROP_VND_CNT_SP |
Enter subrecipient contact information. See Resources Page |
GM_PROP_VND_BUD |
Enter subrecipient budget information. |
|
GM_PROP_PROF_DT_SP |
Enter professional details about the resource. |
|
Proposal Professional Address Page |
GM_ADDR_DTL_DSP_SP |
View address information. |
Proposal Professional Education Page |
GM_PROP_PROF_ED_SP |
View educational information. |
Proposal Professional Job Page |
GM_PROP_PROF_JB_SP |
View job information. |
Professional Work Experience Page |
GM_PROP_PROF_WE_SP |
View work experience information. |
Professional Advisor/Advisee Page |
GM_PROP_PROF_AA_SP |
View advisor and advisee relationships. |
Professional Memberships Page |
GM_PROP_PROF_MB_SP |
View memberships and associations. |
Professional Honor/Awards Page |
GM_PROP_PROF_HA_SP |
View honors and awards. |
Professional Collaborations Page |
GM_PROP_PROF_CB_SP |
View persons who have collaborated with the professional. |
Professional Publications Page |
GM_PROP_PROF_PB_SP |
View the professional's publications. |
Professional Pending Support Page |
GM_PROP_PROF_OP_SP |
View pending support. |
Professional Ongoing Support Page |
GM_PROP_PROF_OA_SP |
View ongoing support. |
Professional Completed Support Page |
GM_PROP_PROF_OC_SP |
View completed support. |
GM_PROP_CERT |
Maintain all relevant proposal-specific certifications, and enter multiple certifications for each proposal project. |
|
Proposal Certification Comments Page |
GM_PROP_CERT_SEC2 |
Enter comments about the certification. |
GM_PROP_J_REPT |
Set up PeopleSoft Grants report types for a proposal project. |
|
GM_PROP_DOC1 |
Create attachments for the proposal project. |
|
GM_PROP_ATTRIB |
Enter proposal attributes. |
|
GM_PROP_J_LOCATION |
Select a location for a subrecipient. |
|
GM_PROP_PRJ_PCL |
Select a protocol to associate with the project. |
|
GM_PROP_COMPONENT |
Enter component information. |
|
GM_PROP_COMP_STK |
Enter the names and roles of stakeholders. |
|
GM_PROP_COMP_APP |
View the approval hierarchy. All information that is displayed on the page comes from the BU Workflow Approval/Notification Setup page. It shows the approval rules that were set up for the current component. |
|
GM_PROP_APP_HISTY |
View the component approval history. |
|
Proposal Component Comments Page |
GM_PROP_COMPO_SEC1 |
Add comments about the proposal component. |
GM_PROP_LVL_SETUP |
Establish the setting levels as Primary Project or All Projects for certifications, department credits, professional credits, resources, subrecipients, and components. All values are supplied by the Award setup and BU Definition pages. You can overwrite the value in the Proposal level. |
|
GM_PROP_KEYWORD |
Link key words to a proposal and its projects. |
|
GM_COMP_APPROVAL |
Submit and approve a proposal workitem. Grants super users can use this page to monitor, approve, review, and submit all workitems. |
A proposal in PeopleSoft Grants consists of a statement of work, research plans, technical reports, and a proposal budget, as well as administrative, personnel, and submission information that is required by external funding agencies.
Note: The creation of the research plan is outside the scope of PeopleSoft Grants.
Each proposal requires at least one project. You can, however, have multiple projects within a single proposal.
After establishing basic setup information in PeopleSoft Grants, you can enter data concerning proposals and projects, structure proposal budgets, work with research plans of principle investigators (PIs), and submit proposals to sponsors.
The proposal pages help you:
Track the development, verification, and submission status of proposals to sponsors.
Gather and organize proposal data.
Facilitate the administration of proposals, awards, forms, and reports.
Note: PeopleSoft Grants delivers proposal security by PI and department. You can control access to the proposal pages by configuring PeopleSoft Grants security options.
The budget represents an integral part of a research proposal. It captures budget line details and provides access to data such as the names of participating personnel, annual salaries, fringe rates, and F&A (Facilities and Administration) rates. These data elements support both pre-award and post-award functions.
Here is some general information about establishing proposal budgets:
Proposal budget items (pre-award), such as salaries, equipment, and travel, have corresponding general ledger account values that are used to establish the award budget (post-award).
The proposal budget includes direct costs (personnel, animals, equipment, supplies), cost sharing, justifications, and F&A costs.
Employee information in the proposal budget is supplied from the institution's existing human resources database through an interface that populates the Personal Data table (PERSONAL_DATA) and the Job table (JOB).
You must establish a proposal ID and a corresponding proposal project ID prior to creating a new budget.
All budget records are below the proposal project level.
You can create multiple budgets for a single proposal project.
PeopleSoft Grants incorporates Transaction Set 194 values into the proposal budget pages and records.
Note: PeopleSoft Grants supports organization, project and grant, and revenue estimate ledger types. PeopleSoft Grants does not support appropriation budgets.
Note: You cannot edit the following PeopleTool pages during the approval process: Maintain Proposal, Overall Budget, and Budget Detail.
This diagram illustrates the flow of the PeopleSoft Grants status as the proposal moves through the complete cycle from Draft, to Pending Approval, to Denied or Approved by the institution, to submitted, to award.
![Grants status process flow](img/i2a517932n-69ea.png)
After you enter all of the required information on the proposal pages, you can produce and submit a finished application for sponsored amounts to support institutionally approved projects. You can submit only institution-approved proposals if Proposal Approval workflow is active.
This topic provides an overview of the approval rules and processes and discusses how to:
Access the Component page.
Submit a proposal.
Designate an official for a proposal submission.
Approve a proposal.
The Proposal (Component) Approval process is triggered when the status of the proposal changes to a status that is listed in the Grant Award Setup Definition page. All people who are involved in the approval process receive workitem notification, email notification, or both, depending on the setup options.
The approval process is simultaneous or sequential, depending on your setup. If you set the approval process to sequential, the system generates the workitem for the next layer of approver after the workitem receives approval from all required approvers and reviewers at the current layer. Feedback from nonrequired approvers does not affect the approval process and status. For example, if all required approvers approve the component but not the nonrequired approver, the system still updates the component status to Approved or generates the workitem for the next layer of approver. All required approval roles must be defined within the current proposal and set to workflow eligible.
The approver or reviewer receives a workitem notification or workitem and email notifications during the approval process. The recipient can take the following actions depending on the workflow setup:
Approve
Send Back
Review
Reassign (the new approver or reviewer has the same authorities as the original approver or reviewer)
The component uses the following statuses:
Draft — when you are preparing the component.
In Progress — when the system sends the workitem to the approver and is waiting for approver action.
Approved — when all required approvers and reviewers approve or review the component.
Send Back — if any of the approvers return the component for modification.
When the component status changes to Send Back, the approver initiator receives a workitem and can edit the project and budget. If you set the component setup level at the all projects level, then the approver initiator can edit only the project that is associated with the Send Back component. If you set the component approval at primary project level, then the approver initiator can edit all projects. During this time the approver initiator can add a new proposal component or delete one in the project under certain circumstances. Other users cannot edit the proposal during the approval cycle.
The Grants super user can cancel the proposal during the approval process and the system removes all workitems from the approver worklist. When all components are approved, the proposal is considered institution-approved. Approved or canceled proposals cannot be edited, because the proposal has reached the end of the proposal process.
From draft status, you can manually change the status to Pending Approval, or click the Start Approval button, which triggers the workflow process. When the proposal is approved, you can start the submission process and the proposal status is updated to Submitted. Only submitted proposals can be generated, at which time the system changes the Proposal status to Awarded. All other statuses can be selected prior to submission. If workflow is disabled, you can select any status at any time prior to submission. Those with authorization to the Submit Proposal component through the PeopleTools component security can change a submitted (but not generated) proposal back to Not Submitted. If workflow is enabled, the proposal status returns to Institution Approved. If workflow is disabled, the proposal status returns to Draft.
The following list describes proposal component approval activities:
A workitem notification or email notification is generated for the approver or reviewer when the proposal component is submitted for approval.
The workitem notification or email notification is generated for the approver initiator when the proposal component is sent back by the approver.
The workitem/email is generated for a new approver reviewer when the proposal component is reassigned by the approver or reviewer
Email notification is sent to all people who are involved with the approval process when the proposal component status is changed.
Note: In a multiple principal investigator scenario, workflow is sent to the contact PI as long as the PI is configured for workflow. For example, in a multiple principal investigator scenario, more than one could exist for a PI. In this case, only the contact PI receives the workflow notification.
This diagram shows the workflow process flow for the proposal component. When a draft proposal is submitted, the system sends a worklist item to the designated reviewers or approvers. The proposal is either approved or sent back for more information until the proposal is assigned a status of Approved:
![Workflow process flow](img/i2a517932n-69b7.png)
Use the Proposal page (GM_PROPOSAL) to establish proposal-specific details.
Navigation:
This example illustrates the fields and controls on the Proposal page. You can find definitions for the fields and controls later on this page.
![Maintain Proposal - Proposal](img/i-62865ea8n-72db.png)
Field or Control |
Description |
---|---|
Version ID |
Displays the proposal version, which enables you to track changes to a proposal. All pages in this component display the proposal version. |
Reference Award Number and Federal Award Identification Number |
Enter the Federal Award Identification Number (FAIN) and Reference Award Number. The U.S. government requires Federal agencies to assign a unique FAIN to each award. Additionally, a Reference Award Number appears on some of your PeopleSoft Grants invoice formats when you process your billing information. When you enter the FAIN and Reference Award Number on the proposal, they will automatically populate on the award pages after the award generation process. Note: These fields are not required fields; you may not have access to these numbers until the proposal is awarded and you receive the sponsor award documents. If the numbers are provided on the sponsor award documents, you can then update the proposal with the information if you wish to do so. See |
Add to My Proposals |
Click to add to your My Proposal list. |
Description |
Enter a brief version name. If you leave this field blank, the entry in the Title field appears by default. The system uses this title in the award generation process to name the award. The name of the generated post-award project comes from the proposal project short title. |
Allow Multiple PI's (allow multiple principal investigators) |
Select to allow multiple PIs for the proposal. This field is available only if the Allow Multiple PI's check box is selected on the Sponsor - Details page. |
Start Approval Process |
Click to start the approval process. This option is available only if the proposal status is draft, workflow is active, and the Workflow By Pass check box is deselected. If Approval Workflow Engine option is selected on the Award Setup and BU Definition page, you can track the approval status with the help of the approval monitor. See Defining PeopleSoft Grants Rules and Business Units, Award Setup Definition page. Note: Proposals for review and approval can also be accessed using the Worklist. For more information on PeopleSoft worklist, see Using the PeopleSoft Worklist to View Notification Messages |
Title |
Enter a short title for the proposal. The project title appears by default as the proposal title for all projects that are created with no short titles. When you navigate to the Project page, the short Title field is already populated with data. Also use the title as an alternate search option on the Search page to access the Proposal page. If you created the proposal from the Get Opportunity page, the system populates this field with the first 52 characters of the opportunity title. |
Description |
Click to access the Description page to enter a description of the proposal. |
PI ID (principal investigator ID) |
Select the principal investigator's ID. This label is available only if you did not select the Allow Multiple PI's check box. |
Contact PI |
Select the principal investigator who is the contact for the proposal. This field is available only if you selected the Allow Multiple PI's check box. |
Sponsor ID |
Select the ID of the organization that is sponsoring the research. |
Prime Sponsor |
|
Pre-Award Administrator |
Select the ID of the person who is responsible for overall proposal preparation. Only people who are set up as pre-award administrators on the Professional Data page are available. |
Purpose |
Select a proposal purpose from a list of entries that are defined by the institution. |
Proposal Type |
Select a proposal type from available options. The values are:
|
|
Click the SBIR/STTR Flag icon to access the SBIR&STTR page if the proposal type is SBIRI, SBIRII, STTRI, or STTRII. |
Confidence % (confidence percentage) |
Enter a number between 1 and 100 to reflect the level of confidence that the proposal will be approved. The system translates the number that you enter here to a color-coded icon that represents the confidence level as either high, medium, or low. These labels are predetermined on the Confidence Level Setup page. The colored icon next to this field indicates the confidence level of this proposal. |
ALN (Assistance Listing Number) |
Enter the ALN that is related to the proposal. A prompt table is delivered that can be populated with the values to be used. (Optional) If you enabled multiple ALN on the Award Setup Definition page, this field is a link to the Setup GM ALN Information page, where you can enter multiple ALN numbers. |
Due By |
Click to access the Due By page. Enter due date and time information for the proposal. |
Budget Express |
Click to access the Budget Express page. Enter budget amounts for the proposal. |
Additional Information |
Click to access the Additional Information page. Enter additional information for the proposal. |
Facilities & Admin Requested (facilities and administration requested) |
Select to indicate that the institution is requesting indirect cost recovery. The system automatically selects the corresponding box on form PHS 398, page II, section 3. Note: If you leave this option deselected, the associated check box is deselected on form PHS 398. The system resets the F&A amounts in the budget to zero and deletes the F&A rates. F&A rates are set up within the Budget component; they are key to computing F&A amounts. |
Workflow By Pass |
Select to bypass approval workflow. This check box appears only when the user is assigned the Workflow By Pass security role. You can edit this check box when at least one proposal version has been through workflow and is approved and the current version is not in Approval or Institution Approved status. When you select Workflow By Pass, then Start Approval Process is unavailable. |
Foreign Application/Component |
Select to choose the corresponding check box on form PHS 398, page II. |
NIH Modular Grant (National Institutes of Health modular grant) |
Select to designate that the proposal as an NIH modular grant. |
Template Proposal |
Select to create a template proposal. This option is available only when you first create the proposal. You can use the template to create new proposals based on information in the template, which you can edit. Note: Template proposals cannot be generated. |
Start Date and End Date |
Select the start and end dates for the proposal. The system automatically creates the overall budget with the same dates. Note: To change the dates on the Proposal page after you quit the date fields, update the overall budget date range first so that the dates remain synchronized. If you make a mistake, continue entering information, and then change the overall budget before returning to the Proposal page to make the correction. |
No. Periods (number of periods) |
Enter the number of periods for the budget. |
Build Periods |
Click to build the budget periods for the proposal. Note: After you click the Build Periods button, the following fields become unavailable: Proposal Start and End Date, Number of Periods, and the Build Periods button. These fields are available only if no rows are in the Budget Period grid of a proposal. Also, the system computes the end date of the proposal when you enter a new row in the Budget Period grid. Proposal start date and end date always equal the minimum start date and maximum end date of the Proposal Budget Period grid. |
Status
Field or Control |
Description |
---|---|
Proposal Status |
Select from these values:
|
Submit Status |
Select Submit or Unsubmit. If proposal approval workflow is active, you can submit the proposal only after the proposal status is institution-approved. If not, then you can submit the proposal at any status. You cannot change or modify the proposal after it is submitted. If the proposal is submitted, you can modify it only by using the Personalization option (GM_PR_UNLOCK). |
Generate Status |
Displays the status of the proposal in the generate process. Values include Created, Pre-spending, and Not Generated. |
In Approval Process |
Selected when the proposal status is Pending Approval and the proposal is in the approval process. This check box is deselected when the proposal completes the approval process. |
Budget Periods - Details
When you first create a proposal as Draft, the Budget Period grid contains blank start and end dates. When you enter the proposal start and end dates, enter a value in No. Periods, and click the Build Periods button. The system automatically inserts a row into the grid for each period. The first period start date and the last period end date are supplied by default from the proposal start and end dates. After you enter and save the budget details on the Budget Detail page, the target sponsor budget reflects the budget for each period. The target sponsor budget amount that is displayed below the grid reflects the sum of all budget periods.
To reinitiate the build periods process, delete all rows in the grid to reactivate the Build Periods button.
Note: You can reinitiate the process only prior to saving the proposal. After you save the page, the numbers in the Period column of the grid become links to the Budgets page. If you copied a proposal, you can change the dates in this grid.
Field or Control |
Description |
---|---|
Target Sponsor Budget |
Each line of the grid represents the sum of all budgets of all the projects under this proposal for a particular period. |
Budget Periods - PHS Incomes
The sum of anticipated PHS income amounts from the budget program income appears. You can add the anticipated amount source.
Note: These figures are relevant for PHS agency proposals.
Use the Due By page (GM_PROP_DUE_BY) to enter the due date and time requirements for a proposal.
Navigation:
Click the Due By link on the Proposal page.
This example illustrates the fields and controls on the Due By page. You can find definitions for the fields and controls later on this page.
![Due By page](img/i2a517932n-695b.png)
Budget Express
Field or Control |
Description |
---|---|
Due By |
Select whether the proposal due date criteria is set by the postmark or by the receipt of the proposal. |
Due Date |
Enter the date on which the proposal is due. |
Due Time |
Enter the time when the proposal is due. |
Due Time Zone |
Select the time zone in which the due date and time are set. |
Use the Budget Express page (GM_PROP_BUD_EXPRES) to enter budget express information for a proposal.
Navigation:
Click the Budget Express link on the Proposal page.
This example illustrates the fields and controls on the Budget Express page. You can find definitions for the fields and controls later on this page.
![Budget Express page](img/i2a517932n-6987.png)
Enter the budget numbers in the appropriate fields. The data that you enter on this page is for informational purposes only. It has no downstream processing implications.
Use the Proposal - Additional Information page (GM_PROP_ADD_INFO) to enter additional information about the proposal.
Navigation:
Click the Additional Information link on the Proposal page.
This example illustrates the fields and controls on the Additional Information page. You can find definitions for the fields and controls later on this page.
![fgmt_proposalcomponent_additionalinfo_page](img/i-72fe8c86n-7d45.png)
Field or Control |
Description |
---|---|
Type, |
Select the type of comment that you want to enter. Click the Additional Details button to access the system-delivered additional comments pages. Enter comments and other information that are specific to the type of comment that you selected. Click the Add Additional Info button to create user-defined additional information types. System delivered values are:
|
Use the Projects page (GM_PROPOSAL_PROJ) to add or update projects that are associated with a proposal.
Navigation:
This example illustrates the fields and controls on the Projects page. You can find definitions for the fields and controls later on this page.
![Projects page](img/i2a517932n-69a9.png)
You can associate multiple projects with each proposal. Because the system uses a one-to-many relationship for proposals and projects, you can establish a separate project profile even in cases in which only one project is in a proposal.
Proposal Projects
Field or Control |
Description |
---|---|
Project ID |
Displays the project ID, which you can edit. When you first create a draft proposal, the system automatically creates the first project and budget header with ID of Next_1. |
Primary |
Select to indicate that this is the primary project in the proposal. |
Title |
Displays the proposal title, which you can change. |
Description |
Click to enter a long description for the project. |
Department |
Displays the Department value that is derived from the PI on the Proposal page. From the Department value, all other values on the Project page can be supplied by default. |
Dept. Contact (department contact) |
Select the name of the individual who is the department contact. Only the people who were added as department contacts in the Department Contact setup page will be listed on the prompt table. |
Subdivision |
Select the department subdivision. This is supplied from the department setup. You should not change the value. |
Dept Rep (department representative) |
Select the name of the department representative. |
Institution |
Select the name of the institution that is associated with the project that is supplied from the department setup. You should not change the value. |
Other Contacts |
Click to view he name of the department administrator, department head, and institution officer who are associated with the project. |
Department Credit |
Click to enter the departmental credit percentages. The total credit percentage should not exceed 100 percent. |
SPO (sponsored projects office) |
Displays the sponsored projects office that is associated with the department. This value comes from the Department-General Information page |
SPO Contact (sponsored projects office contact) |
Displays the name of the projects office contact of the sponsor. The SPO contact receives the Approval workitem or email notification during the approval process. This value comes from the SPO General Information page |
F&A Distribution
Field or Control |
Description |
---|---|
Department |
Select the department that is collaborating on the project. If more than one department exists for the project, add a row for each department participating in cost sharing. |
Location |
Displays the location code that is associated with the department. |
Comment |
Click to add comments to explain departmental collaborations. |
Percent Shared |
Enter the respective percentage share for each department that is included in the project. The total percentage must equal 100 percent. |
Percent share total all projects |
Indicates the percentage of the total that is shared by all the projects. |
Use the Department Administrator page (GM_PROP_DPT_ADM) to view the names of the department administrator, department head and institution officer.
Information about this page is display-only. All data comes from the Department Contact and Institution Contact pages.
Navigation:
Click the Other Contacts link on the Projects page.
This example illustrates the fields and controls on the Department Administrator page. You can find definitions for the fields and controls later on this page.
![Department Administrator page](img/i2a517932n-692e.png)
View the department administrator and head. The Department Contact page supplies this information. You can also view the institution contact. The Institution Page supplies this information.
Use the Department Credit Percentage page ( GM_PROJ_DEPT_PCT) to enter the credit percentage for a department for a particular project.
Navigation:
Click the Department Credit link on the Projects page.
This example illustrates the fields and controls on the Department Credit Percentage page. You can find definitions for the fields and controls later on this page.
![Department Credit Percentage page](img/i2a517932n-69f5.png)
Enter each department's percentage of credit for the project. If you want to capture departmental credit at the award level, you do not need to create another project to store the departmental credit. The system creates an identical table, entered by the project ID and department ID, on the Post Award side. Enter the departmental credit percentages on this page.
Note: If you select Primary Project at the setup level, you can add, delete, and modify the department credit only at the Primary Project level.
Use the Budgets page (GM_PROP_BUD) to enter budget header information.
Navigation:
This example illustrates the fields and controls on the Budgets page. You can find definitions for the fields and controls later on this page.
![Budgets page](img/i2a517932n-690c.png)
Budget Header
Field or Control |
Description |
---|---|
Budget ID |
Displays the default budget ID of each project, which comes from the Installation Options - Grants page. This default is not at the business unit level. |
Description |
Displays the proposal title description, which you can change. |
Start Date and End Date |
Displays the start and end dates that you entered on the Projects page. |
Include in Proposal |
Select to include the budget header data in the proposal. |
F&A and Pricing Setup (facilities and administration and pricing setup) |
Click to access the F&A and Pricing Setup page. Enter F&A setup for the institution, sponsor, and budget. |
Total |
Displays the grand total for all budget periods within a project. |
Budget Period
Field or Control |
Description |
---|---|
Period |
Displays the budget periods. Click a period number to access the Budget Detail page and see budget detail for the period. The periods are the same as on the Proposal page. The Budget Period, Start Date, End Date, and Amounts fields on this grid are display-only. |
Start Date and End Date |
Displays the start and end dates that you selected for the budget periods on the Proposal page. |
Amount |
Displays the total amount from the Budget Detail page. |
Program Income |
Click to access the Program Income page, where you can enter details and comments about the program income. |
Number of Participant/Trainees |
Enter the number of participants, trainees, or both for the current budget period. The R&R budget form uses this number. |
Use the F&A and Pricing Setup (facilities and administration and pricing setup) page (GM_BUD_FA) to set up F&A rates for your institution, sponsor, and budget.
Navigation:
Click the F&A and Pricing Setup link on the Budgets page.
This example illustrates the fields and controls on the F and A and Pricing Setup page. You can find definitions for the fields and controls later on this page.
![F and A and Pricing Setup page](img/i2a517932n-69e6.png)
Field or Control |
Description |
---|---|
Institution Minus Funded |
Select to use the institution's F&A rate for calculating the cost-sharing F&A. |
Sponsor Minus Funded |
Select to use the sponsor's F&A rate for calculating the cost-sharing F&A. |
Contracts Related
Field or Control |
Description |
---|---|
Pricing Method |
Select either As Incur or Fixed to indicate the type of contract. Because fixed-fee and rate-based are by activity, rate-based activities can be on separate contract lines because the Product value that you select is from a prompt table. Different product IDs force different contract lines. |
Product |
Select the product for the contract line. You can identify a distinct product within each activity. A product is a contractual obligation for products and services that you provide to your customers. In PeopleSoft Contracts, you define a standard set of products; associate them with a set of attributes including pricing structure (as incurred or fixed fee), tax parameters, and accounting information; and then use the products in your contracts. |
F&A Set Up
Select the F&A rate type that you want and the F&A base to which the rate is applied for the institution, sponsor, and budget. The system applies rates to the sum of the budget categories that belong to the selected F&A bases. You can insert multiple rate types for one budget ID. If the F&A base types have overlapping budget categories, the system displays a warning message.
Field or Control |
Description |
---|---|
Rate Type |
Select a rate type. F&A rate types are associated with sponsors, institutions, proposals, or awards. Rate types include On Campus, Off Campus, or others as identified by the institution. |
FA Base (facilities and administration base) |
Select an FA base rate for the institution, the sponsor, and the funded amount. |
FA Rate % (facilities and administration rate percentage) |
Enter the F&A Rate percentages here that will be used to compute the sponsor F&A and institution F&A on the Budget Detail page (GM_BUD_LINE_SUM). |
Use the Resources page (GM_PROPOSAL_RES) to maintain information about each resource for a proposal project.
These resources are used by Research or Workflow.
Navigation:
This example illustrates the fields and controls on the Resources page. You can find definitions for the fields and controls later on this page.
![Resources page](img/i2a517932n-6a0f.png)
Note: This page uses NIH (National Institute of Health) resource types and draws from a control table in which you can add as many resource types as you need.
Note: If you select Primary Project at the setup level, you can add, delete, and modify the resource, subrecipient, or professional credit only at the Primary Project level.
Resource
Field or Control |
Description |
---|---|
Type |
Select a resource type. The system-delivered resource types include Laboratory, Clinical, Animal, Computer, Office, Other, Major Equipment, Other Resources (NSF Specific), and Other Resources. Note: These resource types map directly to PHS 398, page HH. You cannot change the key values for these resource types without affecting the printing of the various proposal forms. |
The following table lists and describes resource type codes:
Resource Type Code |
Description |
Proposal Form |
Page |
Form |
Page |
---|---|---|---|---|---|
LABOR |
Laboratory |
PHS 398 |
HH |
NIHMOD |
HH |
CLINI |
Clinical |
PHS 398 |
HH |
NIHMOD |
HH |
ANIMA |
Animal |
PHS 398 |
HH |
NIHMOD |
HH |
COMPU |
Computer |
PHS 398 |
HH |
NIHMOD |
HH |
OFFIC |
Office |
PHS 398 |
HH |
NIHMOD |
HH |
OTHER |
Other |
PHS 398 |
HH |
NIHMOD |
HH |
RESOU |
Other Resources (NSF Specific) |
None |
None |
None |
None |
Field or Control |
Description |
---|---|
Comments |
Describe the resource usage. |
Subrecipient
Field or Control |
Description |
---|---|
Subrecipient |
Select the subrecipient that you want to add to the proposal. |
Professional
Field or Control |
Description |
---|---|
Research |
Select to map the professional to the appropriate form. Selecting this option also distinguishes the research team administratively from individuals who are related to the proposal creations. Select this option if you are listing a person whose name appears on the form and is part of the project team during the project generation process. Deselect this option if you are listing a person only for workflow approval process. |
Employee ID |
Select the ID of the professional whom you want to add to the proposal. |
Name |
Displays the name of the professional who is associated with the ID that you selected in the ID field. If the professional is not entered into the system, enter the name in the field. Note: The name of the PI immediately appears by default in existing projects when you enter the name of the PI on the Proposal page. This occurs only in projects that have a blank grid for professionals. PI row-level security is used for professionals with a role type of PI in the proposal professional resources. |
Other Role |
Select the professional's role in the project. The other role is used for security, travel and expense approval, and workflow. Oracle delivers a list of roles as system data. However, you can add new roles. Values include:
|
Contact PI |
This check box is automatically selected on multiple PI proposals for the resource listed as the contact PI on the Proposal page. |
Primary PI |
Select if this resource is the primary PI. This check box is available only for proposals that allow multiple PIs. |
Credit % (credit percentage) |
Enter the internal individual credit. The sum of the credit percentage on all the rows cannot exceed 100 percent. |
Reporting Role |
Select the professional's role in the project. The reporting role is used for reporting. This value is populated next to the Award PI field on the Award page . Oracle delivers a list of roles as system data. However, you can add new roles. Values include:
|
Include in Award Header |
Select to indicate whether the employee should be included in the award header. |
Workflow Eligible |
Select to indicate whether the professional is eligible to receive workflow. The selection is supplied by default from the professional's personal data. |
|
Click to access the Professional Details page. |
Use the Supplier Details page (GM_PROP_VNDR_SP) to enter subrecipient details.
Navigation:
Click the Get Agreement Details button on the Resources page.
This example illustrates the fields and controls on the Supplier Details page. You can find definitions for the fields and controls later on this page.
![Vendor Details page](img/i2a517932n-6973.png)
Enter details regarding the agreement with the subrecipient.
Field or Control |
Description |
---|---|
Agreement Category |
Select an agreement category. Values include:
|
Field or Control |
Description |
---|---|
Subrecipient Status |
Select a status. Values include:
|
Field or Control |
Description |
---|---|
Method Chosen |
Enter information into this open text field. You can enter the method that is used to select the subrecipient or spell out payment procedures for the subrecipient. You can define this field any way that you want. |
Field or Control |
Description |
---|---|
Type |
Select a type. Values include:
|
Use the Subrecipient Budget page (GM_PROP_VND_BUD) to enter subrecipient budget information.
Navigation:
Click the Supplier Budget button on the Resources page.
This example illustrates the fields and controls on the Subrecipient Budget page. You can find definitions for the fields and controls later on this page.
![Subrecipient Budget page](img/i2a517932n-6a01.png)
Field or Control |
Description |
---|---|
Third Party Amount |
Enter the amount of a third-party contribution, if any. |
Budget Item |
Select the each subrecipient budget item. |
Total Direct Budget |
Enter the total direct budget amount for each subrecipient budget item. |
Use the Professional Details page (GM_PROP_PROF_DT_SP) to enter professional details about the resource.
Navigation:
Click the Details button on the Resources page.
This example illustrates the fields and controls on the Professional Details page. You can find definitions for the fields and controls later on this page.
![Professional Details page](img/i2a517932n-699b.png)
This page contains links that provide access to the professional data maintenance pages. On most of these pages, you can click Load to insert all existing information for professionals from their profiles. You can then delete specific lines or reorder the list so that the most appropriate entries for this proposal or project are at the top. This enables you to adapt the professional's biosketch for a particular proposal. Click Reload All to insert the existing information on all the pages at once instead of individually.
Field or Control |
Description |
---|---|
Organization |
Displays the organization name for professionals with ID numbers and professional profiles in the system. The organization information for the individual maps to the Key Personnel section on PHS 398, page BB for individuals marked as key personnel types (PI, Co-PI, and Key Personnel). |
Project Role |
Enter the professional's position title for the project. |
Role Type |
Select the role that the professional plays in the project. Values are Co-PI, Key Pers (key personnel), Other, Authorized Person, and PI. Note: If you select Authorized Person, the employee can access the proposal, but the employee's name does not print on any proposal forms. |
Credentials |
Enter credentials. This field is available only for PI, CoPI, and Key Personnel roles. |
US Government Employee |
Select if the professional is a US Government Employee. If you select this check box, Foreign Organization Employee is unavailable. |
US Government Agency |
Enter the name of the US Government Agency if you selected the US Government Employee check box. |
Amount Requested |
Enter the amount that was requested from the US Government. |
Foreign Organization Employee |
Select if the professional is a foreign organization employee. If you select this check box, the US Government Employee check box and related fields are unavailable. |
Eligible PI, First Time PI, PI Eligibility Waiver, and New Personnel |
Select all check boxes that apply to the professional's role in the project. If the role is PI or CO-PI, and the professional is not listed as an eligible PI in the database, select PI Eligibility Waiver. |
Address |
Click to display the professional's address information from the professional profile. Only one address appears for each professional. |
Education |
Click to associate multiple degrees with the professional. Select Include in proposal for degrees or educational accomplishments that you want included in PHS 398, page AA, section 3b. Only three degrees can be printed in section 3b. |
Job |
Click to associate multiple jobs (appointments) with the professional. You can select the most relevant jobs to include in the proposal. |
Experience |
Click to associate multiple types of experience with the professional. |
Advisor/Advisee |
Click to associate multiple advisees and advisors with the professional. |
Membership/Association |
Click to associate multiple memberships and associations with the professional. |
Honor/Award |
Click to associate multiple honors and awards with the professional. |
Collaboration |
Click to associate multiple collaborators with the professional. |
Publication |
Click to associate multiple publications with the professional. |
Pending Support |
Click to link pending support information with the professional. The proposal status must be in one of the following statuses before you can load data onto the Pending Support page.
Note: The system loads only proposal information into the Professional Pending Support page from proposals that are in the Submitted status. |
Ongoing Support and Completed Support |
Click to link active and past support information for a professional. For you to add information regarding current support, the proposal status must be in the Awarded status. Note: PeopleSoft Grants enables you to refer to other proposals that you have entered into the system that have a status of Pending. You cannot enter other support data if it is not already in the system. When you load current support information for the PI from the Resource page (GM_PROPOSAL_RES), the award must have the PIs employee ID listed in its Project Workbench table (GM_PROJECT_TEAM_01). Otherwise, when the NIH MOD form asks for all current support, some awards may be missing. Information appears only by default on the Project Workbench Personnel page if you have run the award generation process. If you create a blue bird award (an award without a proposal to initiate it), personnel information does not appear by default in the project workbench. You must then enter all personnel information manually. |
Use the Certifications page (GM_PROP_CERT) to maintain all relevant proposal-specific certifications, and enter multiple certifications for each proposal project.
Navigation:
This example illustrates the fields and controls on the Certifications page. You can find definitions for the fields and controls later on this page.
![Certifications page](img/i2a517932n-69e0.png)
This page provides a central data storage location for all relevant proposal-specific certifications. You can enter multiple certifications for each proposal project. Certification values that appear on this page are based on the PI and the institution that is associated with the PI that you select on the Proposal page. You can add comments in the explanation fields when you select Yes in response to a question.
Note: If you select Primary Project at the setup level, you can add, delete, and modify the certification only at the Primary Project level.
Field or Control |
Description |
---|---|
Certification Code |
Select the certification codes that are associated with the proposal. PeopleSoft delivers these codes as system data:
|
Field or Control |
Description |
---|---|
Certification Date |
Select the certification date for each code. |
Indicator |
Select the certification indicator. Values are N/A, No, Pending, and Yes. |
Certified By |
Select the name of the person who authorized the certification. |
Approval Date |
Select the date on which the certification was approved. |
Expiration Date |
Select the date on which the certification expires. The generate process brings this date forward to the award. |
Assurance Number |
Enter the assurance number that is associated with the certification. |
Exemption Number |
Enter the exemption number that is associated with the certification. |
Review and Status
Field or Control |
Description |
---|---|
Full Review and Expedited Review |
Select one or both of these check boxes to indicate that the certification has been reviewed. These check boxes apply only to the values of Animal Care and Human Subjects. You can, however, select them for other types of certifications. |
Changed Since Prev Submission (changed since previous submission) |
Select to indicate whether any changes have been made since the previous submission. This field applies to inventions and patents (INVPT) only. |
Previously Reported |
Select to indicate that the certification has been previously reported. This field applies to INVPT (inventions and patents) certification code only. |
Add Comments |
Click to add comments. |
Use the Reports page (GM_PROP_J_REPT) to set up PeopleSoft Grants report types for a proposal project.
Navigation:
This example illustrates the fields and controls on the Reports page. You can find definitions for the fields and controls later on this page.
![Reports page](img/i2a517932n-69ae.png)
Field or Control |
Description |
---|---|
Type and Comments |
Select a report type, and then add any comments about the report. You can add rows to enter additional report types. Values include Abstract, Major Goals, and Progress Report Summary. Comments that are associated with the Abstract and Major Goals report types appear in the description box on the PHS 398 proposal form. |
Use the Attachments page (GM_PROP_DOC1) to create attachments for the proposal project.
Navigation:
This page helps you keep track of documents that the researchers prepare, such as statements of objectives and methods, budgets, and personnel information. You can attach multiple documents to the proposal.
Field or Control |
Description |
---|---|
|
Click the Add Attachment button to attach a document to the proposal. Note: The system does not track changes to external documents. Freezing a proposal does not freeze external documents that are associated with the proposal. |
Browse |
Click to search for the document that you want to attach to the proposal. This button appears after you click the Add Attachment button. |
Upload |
Click to attach the file to the proposal and return to the Documents page. This button appears after you click the Add Attachment button. |
|
Click the Delete Attachment button to delete a document. This button appears only after you attach a document to the page. |
|
Click the View Attachment button to view the attachment. This button appears only after you attach a document to the page. |
Use the Proposal - Attributes page (GM_PROP_ATTRIB) to enter proposal attributes.
Navigation:
Select the Attributes link
This example illustrates the fields and controls on the Attributes page. You can find definitions for the fields and controls later on this page.
![Proposal - Attributes page](img/i2a517932n-69b5.png)
Select an attribute type, and then enter a value (either numeric or character), as well as any comments.
Field or Control |
Description |
---|---|
Add Attribute |
Click to access the Attribute Type page and enter additional attribute codes. The system stores attributes in the Attribute Type control page. Attributes can be anything that you want to track in a proposal. See Attribute Types Page. |
Attribute Value |
Enter an attribute value to represent the selected attribute. You can enter an attribute value up to 80 characters in length. |
Use the Proposal - Location page (GM_PROP_J_LOCATION) to select a location for a subrecipient.
Navigation:
Select the Location link.
This example illustrates the fields and controls on the Proposal - Location page. You can find definitions for the fields and controls later on this page.
![Proposal - Location page](img/i2a517932n-69f3.png)
This page stores address information for each project within a research proposal as well as information concerning where the research for a project is conducted. This information maps to page BB on the PHS 398 form as performance sites.
Field or Control |
Description |
---|---|
Location |
Select a code to display the information from the location control table. When you select a site, the system populates the address information fields. You can also add new locations and enter information in the specific address and phone fields. |
Foreign |
Select to indicate that this location is outside the country of the institution. |
Field or Control |
Description |
---|---|
Primary |
Select to indicate that this location is the primary location. Each proposal can have only one primary location. The primary location exists on the primary project. The system sets the first location on the primary project as the primary location. |
Field or Control |
Description |
---|---|
Congressional District |
Enter the congressional district for the primary project location. |
Use the Protocols page (GM_PROP_PRJ_PCL) to select a protocol to associate with the project.
Navigation:
Select the Protocols link.
This example illustrates the fields and controls on the Proposal - Protocols page. You can find definitions for the fields and controls later on this page.
![Proposal - Protocols page](img/i2a517932n-69a4.png)
Select a protocol from the Protocol ID field to associate a protocol with a proposal. The protocol must have at least one protocol version approved for you to attach the protocol header to the proposal. Click the Go To Protocol link to view the Protocol header.
Use the Proposal - Component page (GM_PROP_COMPONENT) to enter component information.
Navigation:
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](img/i2a517932n-6997.png)
Each proposal can have multiple components. The Workflow component approval setup determines the Component Detail rows. You can program the Proposal component to add to or delete from the proposal project automatically or manually, depending on the criteria that you set up in Proposal Component Approval rules. You establish these rules in the Common Workflow Approval/Notification Setup page. The component is added to the project if the criteria is entered or deleted, or if the proposal, project, or budget is updated, and criteria is no longer true. You cannot delete any Proposal component that was added programmatically. You can add or delete a Proposal component manually for an additional approval process.
Note: If you select Primary Project at the setup level, you can add, delete, and modify the component only at the Primary Project level.
Field or Control |
Description |
---|---|
Component |
Select the name of the component. This is a user-defined value. |
|
Click the Add Component button to add new components. |
Status |
Select a status for each proposal component. If Proposal workflow is active, this field is display-only. The workflow process drives the component status. Values are Approved, Assigned, Draft, Finished, In Progress, Not Approved, and Send Back. |
Required Flag |
Select to indicate whether the component is required. All components that are added by the program are set to Required. All required components must be approved before the proposal is approved. |
Stakeholders |
Click to select a stakeholder who is an employee of the institution. |
Approval Info
Field or Control |
Description |
---|---|
Approval Hierarchy |
Click to view roles in the approval process. All information in this page is display-only. Values that are displayed on this page are from the Common Workflow Approval/Notification Setup page. Note: Approval Hierarchy link is not available if Approval Workflow Engine is enabled for the business unit. |
Approval Status/History |
Click to view the current approval process and its history. Note: If Approval Workflow Engine is enabled for the business unit, then Approval Status Monitor page is displayed when you click the Approval Status/History link. |
Submit |
This button is active if the component status is Send back and the current user has the role of Approver Initiator or Grants Super User, or if the component is added after the approval workflow has started. You can click the Submit button to submit the current component, or click the Submit button on the project level, which will submit all the components within the project for approval. |
Use the Component Stakeholder page (GM_PROP_COMP_STK) to enter the names and roles of stakeholders.
Navigation:
Click the Stakeholders link on the Component page.
This example illustrates the fields and controls on the Component Stakeholder page. You can find definitions for the fields and controls later on this page.
![Component Stakeholder page](img/i2a517932n-696f.png)
Enter multiple stakeholders for each Proposal component. The stakeholder bears responsibility for reviewing each component.
Stakeholders
Field or Control |
Description |
---|---|
Stakeholder |
Select the name of the stakeholder. |
Workflow Eligible |
Select this option if the stakeholder is eligible to receive workflow items. |
Role |
Enter a role—such as PI, Co-PI, Department Chair, or Technician— for each stakeholder. |
Department and Description |
Information in these fields appears by default from the department contact table, which stores the relationship between professionals and their associated departments. |
Note: Components are user-defined, so you can track items that have not been delivered as part of system data. The data that PeopleSoft provides in this documentation represents examples only. You can also use components to implement configured workflow processes.
Use the Component Approval Hierarchy page (GM_PROP_COMP_APP) to view the approval hierarchy.
All information that is displayed on the page comes from the BU Workflow Approval/Notification Setup page. It shows the approval rules that were set up for the current component.
Navigation:
Click the Approval Hierarchy link on the Component page, Approval Info tab.
This example illustrates the fields and controls on the Component Approval Hierarchy page. You can find definitions for the fields and controls later on this page.
![Component Approval Hierarchy page](img/i2a517932n-6985.png)
View the roles that are related to the approval process. Information on this page is display-only and cannot be modified. Information on this page is viewed from the common workflow Approval/Notification Setup page.
Use the Component Approval History page (GM_PROP_APP_HISTY) to view the component approval history.
Navigation:
Click the Approval Status/History link on the Component page, Approval Info tab.
This example illustrates the fields and controls on the Component Approval History page. You can find definitions for the fields and controls later on this page.
![Component Approval History page](img/i2a517932n-693b.png)
Field or Control |
Description |
---|---|
View By |
Select display options for the Component Approval History grid. Values include All, Notification Only, and Workitem only. |
Component Approval History
Field or Control |
Description |
---|---|
Last Req ID (last requested identification) |
Displays a system-generated value field. It shows the sequence in which the system generated the workitem or notification. |
Routing |
Displays the role of the approver or reviewer. Values may include Originator, Administrator, and Stakeholder. |
Name |
Displays the name of the person who performs the action. |
Required |
Selected if the person is a required approver or reviewer. |
Pool List |
Selected if you require only one person from this role to perform an action. The system drops the workitem from other persons in the role when one person performs an action. |
Workitem |
Selected if the approver receives a worklist. |
Notification |
Selected if the approver receives an email notification. |
Status |
Displays the user's action status. Values include Submitted, Notified, Approve, Reassigned, and Send Back. The column is empty if the user has not taken action. |
Date/Time Stamp |
Displays the time and date of the action. |
Comment |
Displays comments that were entered by the approver. |
Use the Setup Level page (GM_PROP_LVL_SETUP) to establish the setting levels as Primary Project or All Projects for certifications, department credits, professional credits, resources, subrecipients, and components.
All values are supplied by the Award setup and BU Definition pages. You can overwrite the value in the Proposal level.
Navigation:
This example illustrates the fields and controls on the Setup Level page. You can find definitions for the fields and controls later on this page.
![Proposal - Setup Level page](img/i2a517932n-6922.png)
Use this page to set up the certification, resource, department credit, subrecipient, professional credit, and component levels. The business unit setup value is supplied by default. If you set the value at the All Projects level, then all components are submitted for approval. If you set the value at the Primary Project level, then only the components within the primary project are submitted for the approval process. When you generate the award, these values come forward based on the setup values of all projects or the primary project.
Note: If you select Primary Project, you can add, delete, and modify objects only at the Primary Project level. If you select All Projects, you can add, delete, and modify objects for all the projects with the proposal.
Use the KeyWords page (GM_PROP_KEYWORD) to link key words to a proposal and its projects.
Navigation:
This example illustrates the fields and controls on the Key Words page. You can find definitions for the fields and controls later on this page.
![Proposal - Key Words page](img/i2a517932n-690f.png)
You define key words in a control record that is populated during implementation. You can use these entries to track proposals by subject category (such as cell biology, electrical engineering, and cancer) and to link multiple science codes to a project (as required by Transaction Set 194).
Field or Control |
Description |
---|---|
Key Word |
Click the Look up button to select a value from the list of available key words. The PI that you select on the Proposal page determines the values that are included on this page. |
Use the Proposal Component Approval/Submit page (GM_COMP_APPROVAL) to submit and approve a proposal workitem.
Grants super users can use this page to monitor, approve, review, and submit all workitems.
Navigation:
This example illustrates the fields and controls on the Proposal Component Approval/Submit page.
![Proposal Component Approval/Submit page](img/i2a517932n-692d.png)
This example illustrates the fields and controls on the Proposal Component Approval/Submit page (Approval Workflow Engine). You can find definitions for the fields and controls later on this page.
![Proposal Component Approval Submit Page](img/i-79832985n-1181.png)
You can use the page to review, submit, and approve a proposal that is assigned to you. You access this page by clicking a worklist or by using the navigation. Grants Super-Users can use this page to review, submit, and approve all proposals.
The options that are available on this page are based on your authority or role. For example, if you are assigned to perform an approval action, you see the Approve and Send Back options as available. All other options are not available. You can also use this page to resubmit a component for approval. After you select an option, the system looks at the approval setup role and determines the next step. For example, if you are the last required approver within the current component, the component status is updated to Approve, and if all components are approved, the proposal is updated to Institution Approved. Pushback option is not available for the first approver.