Pre-award
Creating a proposal directly in the Management Console
System Administrators, Research Funding Administrators, and Research Funding Data Administrators can create proposals directly in the Management Conso...
Create and submit a proposal in Awards Management
The Awards Management module supports the creation and submission of Research Proposals. There are two routes available to do so: Researcher creation ...
Capturing group affiliations in a proposal
Capturing project collaborators' represented groups on a project gives greater visibility of the organisational units involved in a project, which can...
Pre-award
The Awards Management module includes functionality to support institutional pre-award workflows including proposal preparation, and internal review a...
Mapping form fields
Where you have multi-stage funding opportunities and want to copy information input in a Proposal form from one stage to the next (saving researchers ...
Review and approval configuration
The Awards Management module supports Proposal review and approval workflows that enable relevant institutional stakeholders to scrutinise submitted P...
Validating a proposal
When a Proposal is submitted, it must first be validated by a relevant Admin Console user. Validation involves: Checking the Proposal has all informa...
Viewing and modifying proposal budgets
Once a proposal has been submitted, there are two ways that the budget can be modified: Returning the Proposal to the PI, where they (or their proxy) ...
Single- and multi-stage processes
This article describes the different processes for single- and multi-stage funding opportunities, internal and external funding calls. The difference...
Submit a review or an approval decision
Once a review / approval has been dispatched , it will appear in the reviewer's 'My Reviews and Approvals' list. Click 'Edit review form' for the rev...
Funder submission and outcome
Where the Funding Opportunity is an external call, the Awards Management module supports tracking funder submission activities and capturing funder ou...
Recording the proposal approval decision
Once all reviews and approvals have been submitted and it is known whether to proceed with the proposal or not, you will want to record the overall in...
Review and approval forms
Configuring review and approval form templates is performed in the same manner as configuring Proposal and Eligibility form templates . You can have ...
Assigning and dispatching reviews and approvals
After validation , reviews and approvals can be created, allocated, and then dispatched to relevant users to endorse (or not) the Proposal for full a...
Contract review
The Awards Management module includes functionality to support the contract review process for successful applications. This includes capturing contr...
Uploading funder outcome data in bulk
Where funders have provided their application outcomes in bulk, you may wish to bulk upload this data, rather than manually keying in for each Proposa...
Capturing additional organisations in a proposal
As described in the v6.20 Participant Organisations support article , organisations captured in a proposal form typically fall into one of the follow...
Required and inherited fields
There are a number of fields that, if specified for the Funding Opportunity, are automatically inherited by associated Proposals without any further f...
Proposal and eligibility forms
Form templates are individual forms that define the information requested of Researchers when completing a Proposal for a particular Funding Opportuni...
Configuring Participant Organisations in a proposal form
This article describes all of the steps required to configure the capture of participant organisations and associated metadata in a proposal form. Pri...