Page 3 - How do I Setup Proposal Projects in EPEX?

Setting up a Proposal Project in EPEX

1. Primary - verify that one of the Projects is selected as Primary.

2. Title - this field should be same as the Proposal Title. If you need to change the Project Title, contact OSP.

3. Department - Compass populates the Department from the Proposal Header and derives
the Subdivision and Institution from system configuration. If you need to change the Department,
contact OSP.
B. Proposal Professional Setup

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1. Click the Row Insert/Delete buttons to add/delete a Professional.
2. Click the Look up Employee ID icon.

3. Click the Look up Department icon.

4. Description - this field represents the Employee role.

5. Description - this field represents the Reporting role.

 This field is to the right of the first Description field.
6. Effort - the percentage of employee’s time that will be dedicated to the Project.

 Effort is a required field.

C. F & A Distribution Setup

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Page 3 of 5

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