Page 4 - How do I Create Proposal V102

Create Proposal Version V102

Enter Version V102 From and To Dates

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 The data on Copy Proposal Version screen defaults from Proposal Version V101. You do not need to change any value
normally, but exercise care about the Carryforward selection.

1. Enter To Start Date, if necessary. Entering the New Start Date will update the dates for the budget periods below. If
these dates are still not correct 3 and 4 can be used to manually update the budget period dates appropriately.
Please note that you will need to tab out of the To Start Date field or put the cursor in To Start date field on the grid to
trigger the Compass logic that will populate all To Start Date and To End Date values till the end of the Award.

2. Select the Carryforward checkbox if you want a single activity for all budget periods (YRALL).
Carryforward should not be selected if each Budget Period will correspond to individual activity (YR001 – YR005).

Make the determination as to whether there is carryforward or not and appropriately select or deselect the box.

Always mark carryforward checkbox for YRALL creation.

3. Enter To Start Date, if necessary.

4. Enter To End Date, if necessary.

5. Click the Copy button.
The Copy Proposal Version page displays if the Carryforward option was selected.

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Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents