Page 12 - Create and Manage Proposals

Create & Manage Proposals
Review Proposals
The proposal workflow is determined by two key factors:
▪ The Yes/No responses provided to various questions.
▪ The roles assigned to Professional Resources linked to the Proposal Project.
Additionally, Ad-Hoc Reviewers and Approvers may be added to the workflow as needed. Always review the
workflow before saving and routing. If errors are found after routing, the only way to correct them is to deny the
proposal and restart the process from the beginning. This will require re-approval from all certifiers, departments,
and schools that have already reviewed the proposal.
Note: The actual workflow may differ from the example shown below, depending on your Yes/No answers and the
assigned Professional Resources and roles.
Figure 13
Figure 14
Steps Actions
1. Click the Preview Workflow button (Figure 13).
Note: The Proposal Status page displays.
2. Click the Go to Proposal link (Figure 14).
Note: The Proposal Express screen displays.
Emory Confidential and Proprietary Last Revised on 9/8/2025 Page 12 of 13
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