Coeus

Proposal Development
Assign proposal roles

Department roles and proposal roles

When a proposal is created, any proposal roles assigned on a department-wide basis are applied to the proposal.

For an overview of all types of Coeus roles, see the page Add users and assign roles.

Who can assign proposal roles

An aggregator for a proposal is the only one who can assign roles for that proposal and/or adjust department-wide proposal role defaults.

Access Proposal Roles window

Access the window Proposal Roles as described below:

1. Access the desired proposal in Modify mode.
2. On the Edit menu, select Proposal Roles.
   The Proposal Roles window appears.
   

   Contents/Purpose of window element
   Right section	Shows active Coeus users in your department. Note: If the desired person from your department is not listed, ask your departmental Coeus administrator to add the person.
   Left section	Shows default role assignments for your department.
   Users button	Used for selecting proposal personnel who are based in other departments. See below, Search for Coeus user from another department.

3. If the desired user is listed, assign roles as described in the next section, Assign roles.
   

   If the user is not listed and if:
   home department of user is ...	do this ...
   the same as home department of proposal	The department Coeus administrator must add the person as a Coeus user. See the page Add users and assign roles.
   a different department	Go to the section below, Search for Coeus user from another department

Assign roles

On the Proposal Roles window:

1. In the Users section, highlight the user to be assigned a role and depress the mouse button. The hand and box drag double icon appears.
2. Drag the double icon to the assigned role in the Roles section, and release the mouse button when the desired role darkens. The user name is added to the list of users authorized for the role within this proposal.
3. Press OK. The user name is added to the department-wide list of users authorized for the role.

Search for Coeus user from another department

On the Proposal Roles window:

1. Select the button Users. The Query tab page of the window Select User appears.
2. Enter search criteria, such as last name or department number in the appropriate column and press Find. The Results page appears, showing the MIT person records that match your search criteria.
   

   If the desired name does not appear in the search window, ask the Coeus administrator in the person's home department to add the person as a Coeus user, then repeat the above steps in this section.

3. Highlight the desired person and press OK. The Proposal Role window reappears, with the person temporarily * listed in the Users section.
4. Follow instructions in the section above, Assign roles.

* After you assign roles to a Coeus user from another department, save your changes, and exit from the Proposal Roles window, the person's name will remain in the Roles section but not in the Users section.

Delete user from a proposal role

In the Roles section of the Proposal Roles window:

1. Identify the user name for deletion, making sure that you have chosen the appropriate role.
2. Highlight the user name and drag it to the trash icon.

Save

Save your changes when the prompt appears.

Help with proposal development

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Last modified: 03/04/2004