Skip to main content

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 Requirements & Useful Information
System-to-System Proposal Submission
Trigger PI Certification
Updating Proposal Submitted by Department
Withdrawing and Resubmitting an S2S application
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

MyRA

Registering for MyRA Access
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

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

Subawards

Creating a New Subaward
Updating a Subaward
Activating a Subaward

Miscellaneous

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