Page 4 - How do I Setup Proposal Projects in EPEX?

Setting up a Proposal Project in EPEX

1. Click the Row Insert/Delete buttons to add/delete a Professional.

2. Enter the Department. Use the hourglass button to search for a Department.

3. The Location field populates once a Department is selected.

4. Enter Percent Share.
 Percent Share is a required field.

 The total Percent Share for all F & A Distributions must equal 100.
D. Add Attachments

1

1. Click the Attachment icon.

The File Attachment window displays.

1. Click the Choose File button.
1
 The Choose file dialog box displays.
Select the appropriate file.

2. Click the Upload button.
2

The File is uploaded to Compass.

1

E. Save Project and Return to Proposal

2
1. Click the Save button.

1 2. Click the Go to Proposal link.

Page 4 of 5

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