Page 3 - How do I Create and Manage a Proposal?

Manage Proposals in EPEX

 Continuation
 Internal
 New – Resubmission
 Pre-Proposal
 Renewal
 Budget Revision
 Renewal – Resubmission
 Supplemental
10. Enter the Proposal Begin date.

11. Enter the Proposal End date.
12. Enter the Summary Periods.

13. Click the Build Periods button. This will populate Proposal Express (EPEX) tables with the budget period information.
 The Budget Period dates can be changed however; this functionality is not expected to be used frequently.

14. Enter the Electronic Submission/Postmark date.
 This field is critical and must be the same date associated with the guideline’s due date. This date should reflect the date the
proposal leaves OSP either electronically or postmarked.
 There may be some instances when the method of delivery is hard copy.

 If you are not sure about the date, confirm with the Principal Investigator.
B. Enter Submission Information

 Answers selected in this section may drive other questions. Not all Questions in the section have been listed below.
This section contains YES/NO type questions that pertain to proposal Submission Information. Detailed instructions are available on
the page for each question. Some of your answers may impact workflow.

C. Enter Miscellaneous Information
 Answers selected in this section may drive other questions. Not all Questions in the section have been listed below.

This section contains YES/NO type questions that pertain to proposal Miscellaneous Information. Detailed instructions are available
on the screen for each question. Some of your answers may impact workflow.

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