Coeus

Proposal Development
Maintain biography and degrees for proposal personnel

On this page: Proposal personnel options | Select person | View personal detail
Add most recent degree | Add/delete biographical documents | Exit

Proposal Personnel options

Proposal personnel menu options -- Display, Degree Info, Biographic Info -- provide for:

  • viewing personal detail about an investigator or co-investigator in your department or a related department
  • updating investigator's most recent degree information
  • creating and maintaining an investigator's resume, project activities, and publications in Word or PDF format -- within Coeus

Coeus also provides for maintaining the above information at the department level.

If you want to use the same investigator biographic and degree documents for more than one proposal, set this up at the department level, as described on the help page Maintain departmental biographic and degree info.

Relation between departmental and proposal information
If the department's biographic and degree information for an investigator is updated after you create or copy a proposal, you will have to manually add the Word or PDF documents to the proposal's biographic and degree storage.

Select person

From the proposal tab pages, in Modify mode:

  1. On the Edit menu, select Proposal Personnel. The window Proposal Personnel appears, showing any department personnel/investigators for whom you were maintaining biographic and degree information at the department level prior to the creation, or copying, of the current proposal. The lower section of the window shows Word and/or PDF icons for documents already incorporated into Coeus.
  2. Highlight the desired person's name and, on the Edit menu, select one of the options described above -- Add, Delete, Person Detail, Degree Info.

View Person Detail option

On the window Proposal Personnel, select Person Detail. The window Proposal Person Detail appears. Select one of the tabs -- Organization, Personal, Misc -- for the personal information you want to view. Use the Close button to exit.

Add most recent degree

On the window Proposal Personnel, select Degree Info. The window Proposal Person Degree appears.

Task

Access and entry steps

Add or modify degree information

On the Proposal Person Degree window, press Add or Modify. The window Proposal Person Degree Detail appears. If information for the person has been added at the department or proposal level, the following information will appear:

Degree type

Degree level. Select from pulldown list. Scroll down to view all choices.

Graduation Date

Enter dates month first. Examples: dec-31-2003, 12-31-2003, Dec-31-2003, dec/31/2003, etc.

Degree

Actual degree name -- M.S., M.A., etc.

Field of Study

Examples: Biology, Chemistry, etc.

Specialization

Specialization within field of study.

School

Name of school.

Id Code

Select organization identifier series from pulldown list -- Dun & Bradstreet, Dun & Bradstreet +4, etc.

Id

Identifier within the ID Code series.

Enter or change information and press OK. When the Proposal Person Detail window reappears, press OK again.

Delete degree information

On the Proposal Person Degree window, highlight the degree to delete and press Delete. When the confirmation window appears, press Yes. The Proposal Person Degree window reappears, with the degree deleted. Press OK to close the window and save your changes.

Add/Delete Word or PDF documents
-- resumes, project activities, publication lists

Import a PDF or Word document into Coeus

  1. On the window Proposal Personnel, Edit menu, select Add. A blank line appears in the lower section.
  2. In the Description field, enter a title for the document.
  3. On the Edit menu, select Word files or PDF files and "Save to database". (Word and PDF documents are incorporated into the Coeus database.) A selection window appears showing the files on your computer.
  4. Select the Word or PDF file to be imported. The PDF or Word icon appears in the first or second position of the highlighted line.

Create or edit Word document -- Mac users

Edit and save a Word document on your computer, then import it into Coeus.

To edit a Word document already in Coeus, export the document to your computer -- as described below under Export a PDF or Word document, make changes, and import into Coeus again.

Edit Word document in Coeus -- Windows users

  1. On the window Proposal Personnel, Edit menu, select Edit Word Source or select the Word icon for the document. The Word application opens the file in edit mode.
  2. When you have completed your edits, save your changes and exit from Word.

Create Word document in Coeus -- Windows users

  1. On the window Proposal Personnel, Edit menu, select Add option. A new line appears in the lower section for a new biographic document.
  2. In the Description field, enter a title for the document.
  3. Be sure that the Description field is highlighted.
  4. On the Edit menu, select Edit Word source, or use the toolbar button. A message appears saying that no source data exists and asks if you want to enter data.
  5. Select Yes. The Word application opens a new file in edit mode.
  6. When you have completed your edits, save your changes and exit from Word.

View a PDF or Word document
On the window Proposal Personnel, double click on the PDF or Word icon on the line for the document you want to view.

Delete a document
On the window Proposal Personnel, highlight the line or icon for the document you want to delete and, on the Edit menu, select Delete. The document is deleted from the proposal's biographic documents but still exists in the departmental biographic documents for the person.

Export a PDF or Word document to your computer

  1. On the window Proposal Personnel, highlight the Description field for the document to export.
    Note: Selecting the icon will open the document.
  2. On the Edit menu, select: PDF Files or Word Files and "Save to Disk".
  3. When the export destination selection window opens, select the location on your computer for the document.

Exit

Use the close button to exit from the Proposal Personnel window.

Help with proposal development tasks

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Last modified: 03/04/2004