1	[Creating and Submitting Grant Proposals in PeopleSoft] Advanced Features
2	[Today’s Agenda] Editing Proposals Editing Budgets Copying Proposals and Budgets
3	[Objectives] By the end of this session you will be able to: Add projects, personnel, subrecipients, and other resources to a proposal Change F&A set up and enter cost sharing information Copy a proposal and budget
4	[A Quick Review] In Session 1 we… Used the UF Start Proposal Page to create a proposal Used the Budget Line Summary to build the budget Discussed the submit proposal and workflow process Created two proposals (Demo and Activity) with Budget Line Summaries
5	[Editing a Proposal] Using the proposal pages to add projects, personnel, subrecipients, and other resources to a proposal
6	[Editing Proposals] Key Points to Remember: Information entered on the UF Start Proposal Page populates the Proposal Page tabs Once the proposal is created, you cannot return to the Start Proposal Page for that proposal You must add or edit proposal information on the Proposal Page tabs
7	[Editing Proposals] Key Points to Remember: When adding projects, PeopleSoft provides default project numbers – do not change these numbers After adding a project on the Projects page, use the Resources page to add professionals
8	[Editing Proposals] Key Points to Remember: Searches are limited to 300 returned results. If your search says “of 300,” try to narrow your search
9	"Finding a Proposal:" Finding a Proposal: Use the Search feature to locate a proposal
10	[To Begin] Begin at MyUFL Portal page (my.ufl.edu) Sign on using GatorLink ID and password Grants > Proposals > Proposal
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14	"Proposal Header Tab" Proposal Header Tab
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18	"Proposal Projects Page:" Proposal Projects Page: Using the Projects page to add projects and modify F&A amounts
19	"Add a Project" Add a Project
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25	"F&A Allocations" F&A Allocations
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28	"Proposal Resources Page:" Proposal Resources Page: Using the Resource Page to add Professionals, Subrecipients, and Resources
29	"Adding Professional Data" Adding Professional Data
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38	"Adding Subrecipients" Adding Subrecipients
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40	"Adding Resources" Adding Resources
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42	"Adding Supporting Information and Documents" Adding Supporting Information and Documents:
43	"Reports Page" Reports Page
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45	"Documents Page" Documents Page
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49	[Review] T or F –When adding a project, be sure to type the next sequential number as the new project number. T or F – You can choose what professional information you would like to include in the proposal. T or F – Only those with access to a proposal can view documents attached through the Documents page.
50	[Activity]
51	[Editing Budgets] Using Budget Header and Budget Line Summary to Add and Modify Budgets
52	[Editing Budgets] Key Points to remember Every project has a Budget Header and every budget period has a Budget Line Summary. In order to access a project’s Budget Line Summary, the Budget Header must be set up.
53	[Editing Budgets] Key Points to remember The Total Sponsor Budget field on the Budget Line Summary should equal the Target Sponsor Budget amount on the Budget Header Once a proposal has been created, use the Budget Header for F&A set up or adjustments to the F&A set up
54	[Demonstration] Grants > Proposals > Budget Header
55	"Budget Header" Budget Header
56	"Budget Header Search" Budget Header Search
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59	"Header Tab and F&A Set..." Header Tab and F&A Set Up
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67	"Adding Budget Periods" Adding Budget Periods
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71	"Budget Line Summary" Budget Line Summary
72	"A Quick Review:" A Quick Review: Budget Line Summary
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79	"Matching Budget Line Summary and..." Matching Budget Line Summary and Budget Header Target Amounts
80	[Matching Amounts] Make sure that amounts on the Budget Line Summary and Budget Header equal one another The amounts that need to be equal are: Budget Line Summary Total Sponsor Budget field Budget Header Target Sponsor Budget field
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86	"Cost Sharing" Cost Sharing
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92	[Review] T or F – You can enter cost sharing information for the whole project or for a particular line item. T or F – Add comments to the institutional cost sharing section only if needed. T or F – After adding a project, go first to the Budget Line Summary to add budget info.
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94	[Copying Proposals and Budgets]
95	[Copying] Key Points to Remember Do not enter an ID number for the new proposal. After clicking the Copy button, the system will assign a project number The All/No Projects button and the All/No Budgets button allow you to select all projects or budgets for copying or to de-select all projects or budgets
96	[Demonstration] Grants > Proposals > Copy Proposal
97	"Copying a Proposal" Copying a Proposal
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103	"Copying a Budget Period" Copying a Budget Period
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107	[Review] T or F – The only time you should enter a number in the “Proposal ID to” field is when you are creating a new version of the same proposal. T or F – You can only copy a budget period within the same project.
108	[Activity]
109	[What We Did Today!] Added projects, personnel, subrecipients, and other resources to a proposal Changed F&A set up on the Budget Header and entered cost sharing information on the Budget Line Summary Copied a proposal and budget
110	[Want More Practice?] For additional practice, you will have access to: http://pilot.erp.ufl.edu Use GatorLink ID and password Grants menu available in about 5 business days
111	[Thank You!]