Page 1 - How do I Setup Proposal Projects in EPEX?

Setting up a Proposal Project in EPEX

How do I Setup Proposal Projects in EPEX?

Overview

Emory Proposal Express, EPEX, creates a Project every time a new Proposal is created. EPEX populates project
data based on the information entered in the Proposal Header. EPEX also populates the Project Resources with
the PI information and sets up the FA Revenue Distribution with available department information.

You will need to enter additional project information after the Proposal is saved. You may also add additional
project Resources along with their role, effort percentage and FA Revenue Distribution. Grants related
documents must be attached to the project too, if available at this stage.

Navigation

Emory Grants

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

Steps to Be Completed

A. Proposal Project Setup
B. Proposal Professional Setup
C. F&A Distribution Setup
D. Add Attachments
E. Save Project and Return to Proposal

Setting up a Proposal Project

1. Click the Find an
1 1. Click the Find an
Existing Value tab.
Existing Value tab.
2 2. Enter the Business Unit.
2. Enter the Business
3 Enter GRANT
4 Unit. Enter GRANT
3. Enter the Proposal ID.
3. Enter Proposal ID.
4. Enter the Version ID.
4. Enter the Version ID.
Enter V101.
Enter V101
5. Click the Search button.
5. Click the Search
button.

5

The Emory Proposal Express screen displays.

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