CONTRACT TRAINING | Proposals

Definition of Terms

Funding Organization: All funding organizations would be listed in the alphabetical order.

Fund Name: This field includes funds associated with the listed funding organizations.

Assigned Amount: It includes the total amount assigned to the funding organizations.

Contact Name: It displays all the available contacts inside the funding organizations.

Internal Comments: Users can enter remarks up to a maximum of 250 characters.

Submit: Choosing this button will save all the information.

Cancel: This button will clear all the fields.

Add Funding Organization: More funding organization names can be entered up on clicking the Add Funding Organization field.

Add Fund: Additional fund names can be entered up on choosing the Add Fund field.

Add Contact: Clicking Add Contact allows users to enter more contact names if required.

Note:

• Necessary changes can be made by choosing the Convert option inside the Select column for a pre-proposal having an active status. After making the changes, information is saved by clicking Submit.

• Fund amount can be assigned while editing a Proposal by choosing the edit link from the Select column.

• For editing a fund amount, select the Edit link for the respective fund in the Grants/Reimbursement section.

• Funds associated with a Proposal can be edited at any time.   

• Sum of all assigned amount fund values can be validated to be less than or equal to contract amount value for the proposal while converting the proposal to a Contract. However if the sum of assigned amount values is greater than the contract amount values for the proposal, a pop-up window with a title, message and OK button will be displayed.