Proposal and project statuses

Edited

In order to support the tracking of an entity through its lifecycle, the status reflects its current state.  Additional information such as Outcome and Reasons is also available.

Entity

Stage
(not visible)

Status

Outcome

Reasons

Description

Proposal
EOI
(Idea)

In preparation

Draft



Proposal has been saved

Submitted



Proposal has been submitted (internally); is now with the Research Office for initial QA actions

Returned



Proposal has been returned to the PI

Proposal
EOI

Under review



Reviews / Approvals have been created for the proposal

Not approved



Proposal has not been approved at internal review and outcome has not yet been communicated to the PI (is grouped as 'pre-rejected')

Pre-approved



Proposal has been approved at internal review and outcome has not yet been communicated to the PI

Funder application

Ready for submission to funder



Approval has been processed on system and PI notified

Submitted to funder



Application has been submitted to funder

EOI

Success

Complete

Invited


EOI has been approved to proceed to proposal.  Invitation to next stage has been processed on system.

Proposal

Approved



Application has been successful; Award has been made as applied or with variances.

Project

Project

Pending start date

Funded


Project activated - start date in future

Active

Funded


Project activated - start date in past and end date in future

Complete

Funded


End date has passed - admin and financial closure tasks underway

Proposal
EOI
(Idea)

Inactive proposal

Deleted



Proposal has been deleted (only possible during 'Draft' stage)

Closed

Withdrawn

- created in error
- defer to future call
- duplicate record
- missed deadline
- not eligible
- overcommitted
- secured funding elsewhere

Proposal has been withdrawn after submission and before approval or invitation processed

EOI

Invited


EOI at Complete (Invited) status (outcome) - has been fully closed

Proposal
EOI

Not approved

- Reject - due to funding constraints
- Reject - on administration grounds
- Reject - on scope of round
- Reject - no specific reason

Proposal has not been approved

Unsuccessful

- Unsuccessful - funder application

Proposal has been rejected by the funder

Declined

- Insufficient award
- Unable to agree contract
- Defer to future call
- Secured funding elsewhere
- Overcommitted

Award has been declined

Project

Inactive project

Closed

Transferred


PI has left institution, and the project has transferred with them

Terminated


Project has been terminated early

Funded


All project activities, deliverables complete; financial reconciliation complete

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