Page 4 - Create and Manage Proposals

Create & Manage Proposals
Proposal Information
Figure 4
Steps Actions
1. Enter the Proposal Title.
Note: This field is limited to 254 characters. Use attachments later in the process to provide
additional details, if needed.
2. Enter the Insight Agreement number.
Note: This will be the 11-digit agreement number from the Insight system.
3. Enter the Principal Investigator (PI).
Note: Use the Lookup icon to search by name or partial name. Once the proposal is saved
and a Proposal ID is generated, the PI cannot be changed. Confirm the correct PI before
proceeding.
4. Enter the Department.
Note: Use the Lookup icon to select the appropriate department. Ensure that the PI-
Department combination is valid.
5. Enter the Sponsor ID.
6. Enter the Activity Code.
Note: Required for National Institutes of Health (NIH) sponsors.
7. Enter the Sponsor Program.
Note: This is a free-text field to describe the sponsor’s program or funding initiative.
8. Enter the Link to RFP.
Note: Add a URL or descriptive text for the original RFP (Request for Proposal) location. You
may also include links to internal Emory documents related to this submission.
Emory Confidential and Proprietary Last Revised on 9/8/2025 Page 4 of 13
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