Page 1 - How do I Create and Manage a Proposal?

Manage Proposals in EPEX

How do I Create and Manage a Proposal?

Overview

Proposals are entered using Proposal Express (EPEX) in Compass. The proposals will be entered by OSP and will
have a V101 version designation. The V101 version contains the proposed budget, PI and department
information, F&A rates and other demographic information.
The proposal development process in Proposal Express (EPEX) involves answering multiple YES/NO questions.
These answers to the questions impact workflow. All questions that impact workflow have been identified in
each section. Review the questions before routing workflow.

Typical proposal development steps include Creating a Proposal, Entering Project Information, Entering
Resources followed by Budget Entry. You will then review the workflow and if satisfied, route the proposal.

Entering Entering Add Adhoc
Create a Project Professiona Budget Review Route
Proposal ENtry Approvers / Workflow Proposal
Information l Resources Reviwers

Navigation

Emory Grants

Navigator > Grants > Proposals > Emory Proposal Express (EPEX) Tile:

Steps To Be Completed

A. Enter Proposal Information
B. Enter Submission Information
C. Enter Miscellaneous Information
D. Enter International and Export Control Information
E. Enter Keyword Details
F. Entering Proposal Budgets
G. Entering Project Data and Project Professionals
H. Creating Ad-hoc Reviewers and Approvers
I. Reviewing Proposal Workflow
J. Save and Route the Proposal

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Emory Confidential and Proprietary Last Revised on 2/26/2018 Return to Table of Contents