Coeus

Proposal Development
Starting a proposal

This page lists the steps to follow when you are starting a proposal. See also Menus, toolbars, and shortcuts.

For a description of each task, go to the proposal development web page Overview of Tasks.

Users and roles

After logging on to COEUS®, check that your department's COEUS® System Administrator has completed these tasks, described under Add users and set up roles:

• add all proposal personnel as COEUS® users
• assign you the role of Proposal Creator

Create proposal

Create a new proposal as described below:

1. On the Maintain menu, select Proposal development.
   The window Proposal Search appears.
2. Close the Proposal Search window.
3. On the Edit menu, select New proposal. If you have COEUS® Proposal Creator rights for more than one department, a window appears for you to select one of these departments.
4. Select the department from which the proposal will be submitted.
5. The window Add Proposal nnnnnnnn appears, where nnnnnnnn is the COEUS® proposal number.

Display, modify or copy proposal

On the Maintain menu, select Proposal development. The window Proposal Search appears. The lower section of the window lists proposal roles for which you are authorized.

Select one or more proposals by entering the proposal number, a range of proposal numbers, or other search criteria and press Find.

The window Proposal List appears showing the proposals meeting your search criteria.

For more information about COEUS® searches, see the COEUS® query/search help page.

Highlight the proposal you want to view, copy, or modify and complete your selection on the Edit menu. If you are viewing a proposal, double-click on the highlighted proposal.

Copy proposal
If your department has developed a proposal template for a sponsor or for an investigator that you are authorized to use, select Copy proposal.

On the Add Proposal window:

1. On the Proposal tab page, enter minimum entry fields for saving a proposal:
   • Start date
   • End Date
   • Title
   • Proposal Type
   • Activity Type
2. Enter information on other administrative tab pages as it is available.
3. On the file menu, select Save, or use the toolbar button. second row.

You can begin and continue work on these tasks in any order.

Tasks marked with a P must be done after you open a specific proposal.

• Assign proposal roles . P
• Create budget . P
• View investigator's current and pending support.
• Create narrative. P
• Create abstracts and bibliography. P
• Create approval routing maps.
• Create business rules. -- OSP can assist you.
• Enter biographic and degree information:
  • for proposal personnel -- for all proposal development
  • for proposal personnel -- for a specific proposal P
• Find required information about MIT -- Organization windows
• Answer yes/no questions P
• Obtain special reviews as needed
  Some reviews, such as space change, are performed after the proposal is submitted, during the approval process.
• Enter special review protocol numbers as applicable. P

Use the inbox to see:

• Informational messages
• Proposals routed for your approval
• Notification of proposal rejections.

Proposal submission

Enter all missing information -- sponsor name, narrative and budget status, lead unit, investigator certification, Yes/No questions, Special Review.

Pre-submission checks -- validation, show routing

Submit the proposal

Approvals

A proposal aggregator or approver can add additional proposal viewers at this time or earlier.

Approve or reject a proposal.