Quick Guides

Proposal Quick Guides

MyFunding Upgrade Changes (new)

• Approving a Subaccount
• Copying a Funding Proposal
• Create SF424
• Creating a Continuation (Progress Report) (new)
• Creating a Cost Share Budget (new)
• Creating a Detailed Budget (new)
• Creating a Non-Detail Budget (new)
• Creating a PDF of a Grants.Gov Application
• Creating a Subaward Budget (new)
• Creating and Routing a Subaccount
• Excluding Graduate Student Fringe Benefits (new)
• Fee for Service Proposal (new)
• Generating a Subaccount Report
• How to Complete the PI Certification (Faculty Requirements)
• Logging In To PERIS
• Non-System-to-System Proposal Submission (new)
• Processing a Just-In-Time Request
• Processing a Letter of Intent, Pre-Application, Pre-Proposal, or White Paper (new)
• Request IDC Waiver (new)
• Routing (new)
• Submit an Interim or Final Progress Report (new)
• System Requirements & Useful Information
• System-to-System Proposal Submission (new)
• Trigger PI Certification (new)
• Updating Proposal Submitted by Department (new)
• Withdrawing and Resubmitting an S2S application
• Workspace Activities (new)

Reports

• How to Access and Run Department Reports

Central Office Actions

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

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

Department Administrator Quick Guides

Flow Charts

• Sponsored Project Activations & Modifications Information
• Flow Chart – Activating New Award (new)
• Flow Chart – Award Modification (new)

Award

• Updating a New Award (new)

Award Amendment/Modification Requests (Department)

• Modification Matrix (February 2023)
• 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: RevisionSupplement

Specialist Quick Guides

Proposals

• How to Process an IDC Waiver Request (new)
• Award Notification Received
• Approve Advance Accounts

Awards/Modifications

• Create New Award (new)
• Approve Advance Account and Set Up New Award (new)
• Creating a Modification and Workflow (new)
• 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 (new)
• DocuSign in MyFunding
• Managing Ancillary Review
• Set Parent-Child Relationship