Submitting Proposals

This topic discusses how to submit a proposal.

Page Name

Definition Name

Usage

Proposal - Submission Page

GM_PROP_SUBMISN

Set up the proper parameters for submitting a proposal. This is separate from the proposal pages to enable the institution to configure its security options for approving and submitting proposals.

Proposal - Official Page

GM_PROP_SUBMIS_OFF

Store information regarding officials for a proposal submission. This is separate from the proposal pages to enable different security to operate for institution officials.

Use the Proposal - Submission page (GM_PROP_SUBMISN) to set up the proper parameters for submitting a proposal.

This is separate from the proposal pages to enable the institution to configure its security options for approving and submitting proposals.

Navigation:

Grants > Proposals > Submit Proposal > Submission

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

 Proposal - Submission page

Field or Control

Description

Proposal Status

Displays the proposal status.

Submit Status

If you submitted the proposal manually, you can select the proposal's status.

Note: After you mark a proposal version as Submitted, you can no longer modify any of the proposal information for that version. To make any modifications to a proposal after it has been submitted, you must create a new version of the proposal.

Proposal Valid From and Proposal Valid To

Displays the dates for which a proposal version is valid.

Transmission By

Select how you will submit the proposal. Values are:

  • By Fax

  • By Mail

  • By Mail and Electronically

  • Courier

  • Data

  • Electronic Image

  • Electronically Only

  • International Telephone

  • Telephone

Submitted On

Displays the current server date and time.

Use the Proposal - Official page (GM_PROP_SUBMIS_OFF) to store information regarding officials for a proposal submission.

This is separate from the proposal pages to enable different security to operate for institution officials.

Navigation:

Grants > Proposals > Submit Proposal > Official

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

 Proposal - Official page

Field or Control

Description

Submit for Approval

Select to indicate that you have submitted the proposal for external approval.

Note: The system does not enforce this check.

Administrative, Financial, and Signing Official

Select the officials who should approve the submission of the proposal. Officials are mapped to the proposal forms based on their official type. These officials come from the Institution Contacts page. Authorized officials can approve and sign the proposal. Their IDs are prompted from a control table that contains authorized officials within your institution. The operator ID must match that of the signing official to activate the submission button.

Approved

Displays a check box for each official. For you to use this feature, the user IDs of the officials must be part of your PeopleSoft security system.