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Quick Guides

Proposal Quick Guides

General

Approving a Subaccount
Copying a Funding Proposal
Create SF424
Creating a Continuation (Progress Report)
Creating a Cost Share Budget
Creating a Detailed Budget
Creating a Non-Detail Budget
Creating a PDF of a Grants.Gov Application
Creating a Subaward Budget
Creating and Routing a Subaccount
Excluding Graduate Student Fringe Benefits
Fee for Service Proposal
Generating a Subaccount Report
How to Complete the PI Certification (Faculty Requirements)
Logging In To PERIS
Non-System-to-System Proposal Submission
Processing a Just-In-Time Request
Processing a Letter of Intent, Pre-Application, Pre-Proposal, or White Paper
Request IDC Waiver
Routing a Proposal for Review
System-to-System Proposal Submission
Trigger PI Certification
Updating Proposal Submitted by Department
Workspace Activities

Reports

How to Access and Run Department Reports

Central Office Actions

Approving a Modification Request: Dean’s Office
How to Submit an Ancillary Review
Reviewer Notes

Miscellaneous

Requesting an Advance Account
Set Parent-Child Relationship
System Requirements & Useful Information

MyRA

MyRA PI Proxy Access
Creating a MyRA Agreement
Submitting a MyRA Agreement
Creating-an-Outgoing-Subaward-Request
Importing from Contraxx to Create Amendment

Award Quick Guides for Department Administrators

Flow Charts

Sponsored Project Activations & Modifications Information
Flow Chart – Activating New Award
Flow Chart – Award Modification

Award

Updating a New Award
Managing Award Deliverables in MyFunding

Award Amendment/Modification Requests (Department)

Modification Matrix (February 2023)
Closeouts
Creating an Amendment/Modification Request: Budget Allocation Correction
Creating an Amendment/Modification Request: Carryover
Creating an Amendment/Modification Request: Demographic Changes
Creating an Amendment/Modification Request: Early Termination
Creating an Amendment/Modification Request: Revised NGA
Creating an Amendment/Modification Request: No Cost Extension
Creating an Amendment/Modification Request: Other Changes
Creating an Amendment/Modification Request: Personnel Change
Creating an Amendment/Modification Request: Re-Budget
Creating an Amendment/Modification Request: Revision/Supplement
Creating an Amendment Modification/Request: Sponsor Change

How to Complete a Modification

How to Setup an Amendment/Modification: Budget Allocation Correction
How to Set up an Amendment/Modification: Carryover
How to Setup an Amendment/Modification: Continuation
How to Setup an Amendment/Modification: NGA Revised
How to Setup an Amendment/Modification: Revision Supplement

Quick Guides for Specialists

Proposals

How to Process an IDC Waiver Request
Award Notification Received
Approve Advance Accounts
Withdrawing and Resubmitting an S2S application

Awards/Modifications

Create New Award
Approve Advance Account and Set Up New Award
Creating a Modification and Workflow
Sending an Award Modification for Sponsor Approval
Sponsor Approval of Award Modification
Sponsor Declines Award Modification
Completing a Project

   Miscellaneous

Reviewer Notes
DocuSign in MyFunding
Managing Ancillary Review
Set Parent-Child Relationship