User Reference Manual - University of Wisconsin–Madison · 2019-05-09 · User Reference Manual...

ElectronicProposalDevelopmentandSubmission

UserReferenceManualProductversion7.4 Lastupdated3/17/2017

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TableofContents

Electronic Proposal Development and Submission......................................................................................................1

Trademark,PublishingStatement,andCopyrightNotice...................................................................................2

TableofContents..............................................................................................................................................3

GettingStartedwithCayuse424.........................................................................................................................6BrowserSupportfortheResearchSuite.........................................................................................................................6EnablingCookies................................................................................................................................................................6AllowingPop-Ups...............................................................................................................................................................7EnablingJavaScript.............................................................................................................................................................7AddingExceptionsforSecurityRules..................................................................................................................................8FirefoxSettings....................................................................................................................................................................8EnablingCookies................................................................................................................................................................8AllowingPop-Ups...............................................................................................................................................................9EnablingJavaScript...........................................................................................................................................................10InternetExplorerSettings...................................................................................................................................................11EnablingCookies..............................................................................................................................................................11AllowingPop-Ups.............................................................................................................................................................12EnablingJavaScript...........................................................................................................................................................12Safari Settings....................................................................................................................................................................14EnablingCookies..............................................................................................................................................................14AllowingPop-UpsandEnablingJavaScript......................................................................................................................15

ClearingCookies.........................................................................................................................................................15LoggingIn...........................................................................................................................Error!Bookmarknotdefined.BasicNavigation..........................................................................................................................................................20

QuickNavigation..............................................................................................................................................................21

UserReferenceManual...................................................................................................................................22Opportunities..............................................................................................................................................................22

OpportunityInformation....................................................................................................................................................22Multi-Project OpportunityInformation...............................................................................................................................24OpportunityStatus.............................................................................................................................................................24DownloadingOpportunities..............................................................................................................................................24SearchingforOpportunities..............................................................................................................................................25

Proposals....................................................................................................................................................................27CreatingaNewProposal..................................................................................................................................................28SelectinganOpportunity...................................................................................................................................................29ProposalInformation........................................................................................................................................................30NavigatingExistingProposals..........................................................................................................................................33Proposal Status.................................................................................................................................................................35PairedSPProposals..........................................................................................................................................................38SearchingforProposals....................................................................................................................................................38OpeningaProposal..........................................................................................................................................................39CopyingandTransforming...............................................................................................................................................41DeletingaProposal..........................................................................................................................................................41NavigatingYourProposal.................................................................................................................................................42ProposalInformation........................................................................................................................................................43

OpeningaPairedCayuseSPProposal.............................................................................................................................44Autofill..............................................................................................................................................................................44KeyPersons.....................................................................................................................................................................45PerformanceSites.............................................................................................................................................................51Budget...............................................................................................................................................................................53Attachments......................................................................................................................................................................61Validations........................................................................................................................................................................73TrackingProposals...........................................................................................................................................................74Icons.................................................................................................................................................................................76Permissions.....................................................................................................................................................................78ProposalHistory...............................................................................................................................................................81Submission.......................................................................................................................................................................82

Subawards..................................................................................................................................................................85NavigatingSubawards.....................................................................................................................................................85EnteringSubawardData...................................................................................................................................................86LockingtheSubaward......................................................................................................................................................86SubawardBudgetAttachmentForm.................................................................................................................................87SubawardValidations.......................................................................................................................................................88CreatingSubawards.........................................................................................................................................................90CreatingaLinkedSubaward.............................................................................................................................................90CreatingaStandaloneSubaward.....................................................................................................................................91ImportingSubawards.......................................................................................................................................................92ImportingaLinkedSubaward...........................................................................................................................................92ImportingaStandaloneSubaward...................................................................................................................................94ExportingSubawards........................................................................................................................................................94LinkingSubawards............................................................................................................................................................95InformationTransferFromLinkedSubawardstothePrime...............................................................................................95SubawardKeyPersonsandPerformanceSites................................................................................................................96PermissionsforLinkedSubawards...................................................................................................................................96ValidationType.................................................................................................................................................................96LinkingtoaPrime.............................................................................................................................................................97SynchingSubsandPrimes................................................................................................................................................99UnlinkingfromaPrime...................................................................................................................................................101

Routing......................................................................................................................................................................102TheRoutingProcess.......................................................................................................................................................110AORApproval.................................................................................................................................................................110RejectingaProposal.......................................................................................................................................................111RoutingNon-Federal Proposals......................................................................................................................................111EditingRoutingChains....................................................................................................................................................111ViewingtheChain..........................................................................................................................................................111EditingtheChain.............................................................................................................................................................112AddinganAOR...............................................................................................................................................................113CreatingRoutingProfiles................................................................................................................................................114SettingupaRoutingProfile.............................................................................................................................................114AssigningaNextReviewer.............................................................................................................................................110AssigningDelegates.......................................................................................................................................................110

People.......................................................................................................................................................................113GeneralPersonal Information.........................................................................................................................................114Name..............................................................................................................................................................................114Degrees..........................................................................................................................................................................115Demographics................................................................................................................................................................115

Biosketches.....................................................................................................................................................................115InstitutionalAssociations................................................................................................................................................116ContactInfo.....................................................................................................................................................................118eRARole.........................................................................................................................................................................118Dept/Division/Title..........................................................................................................................................................120SalaryandFringeWorksheet..........................................................................................................................................120PerformanceSite.............................................................................................................................................................120RoutingProfile.................................................................................................................................................................120SalaryandFringe............................................................................................................................................................120Controlling Access..........................................................................................................................................................122AddingaUser.................................................................................................................................................................123EditingPermissions........................................................................................................................................................123Avoiding Duplicates........................................................................................................................................................124DeletingProfiles..............................................................................................................................................................125

Institutions................................................................................................................................................................126Multi-ProjectProposals.............................................................................................................................................128

Multi-Project OpportunityInformation.............................................................................................................................130CreatingaMulti-ProjectProposal...................................................................................................................................131NavigatingaMulti-ProjectProposal...............................................................................................................................132InteractingwithLinkedComponents..............................................................................................................................133CreatingNew LinkedComponents.................................................................................................................................135LinkinganExistingComponent.......................................................................................................................................136ImportingandExportingMulti-ProjectComponents.......................................................................................................137ImportingaComponent..................................................................................................................................................137ExportingaComponent..................................................................................................................................................138

..........................................138ValidationofMulti-ProjectProposals..............................................................................................................................140

Reporting..................................................................................................................................................................141

Glossary........................................................................................................................................................143

GettingStartedwithCayuse424BrowserSupportfortheResearchSuiteTheResearchSuitecanbeaccessedonvariousbrowsersoneitherWindowsorMacintoshsystems.

Windows• RecentversionsofMozillaFirefox,GoogleChrome,orMicrosoftInternetExplorer11.

• ProvisionalsupportforMicrosoftEdge.

Macintosh• ProvisionalsupportforrecentversionsofGoogleChromeandAppleSafari.

Note: Cayuse discontinued support for Internet Explorer 10 and older on June 30, 2016.

All of theResearch Suitemodules runentirely in awebbrowser.Uponnavigating to theResearch Suiteor to anindividual module for the first time, your browser may present a security warning prompting you to accept acertificate. This is safe. Cayuse purchases and maintains electronic certificates that are approved for Internetcommerce and are compliant with Internet security standards. Accept the certificate permanently, and you willproceedtotheloginscreen.

InordertousetheResearchSuite,youwillneedtoconfigureyourbrowserasfollows:• Cookies Enabled • Pop-ups Allowed • JavaScript Enabled

Insomebrowsers,cookiesandpop-upscanbeconfiguredonasite-by-sitebasis.

ChromeSettingsAccessingChrome'sContentSettings

• At the top right of Chrome, click the click the button and select Settings. • Select Showadvancedsettingsat the bottom of the window. • Find the section labeled Privacy, and select Content settings...

EnablingCookiesUnderCookies,ifAllowlocaldata tobesetorKeeplocaldataonlyuntilI quitmybrowser isselected,cookies arealreadybeing accepted,andnochangesareneeded.IfBlocksitesfromsettinganydata isselected,addanexceptionbyclickingManageexceptions.

AllowingPop-UpsUnderthePop-upssection,ifAllowallsitestoshowpop-ups isselected,pop-upsareallowedandnochangesareneeded.However,ifDo not allow any site to show pop-ups is selected, add anexceptionby clickingManageexceptions.

EnablingJavaScriptIfyouseeamessageliketheonebelow,orifyou'reunabletoperformsomeactionswithinCayuse424,youmayneedtoenableJavaScript.

UndertheJavaScriptsection,ifAllowallsitestorunJavaScript isselected,Javascriptisenabled,andnochangesareneeded.IfDonot allowanysitetorunJavaScript isselected,addanexceptionbyclickingManageexceptions.

AddingExceptionsforSecurityRulesInthewindowthatappears,enteryourinstitution'sCayuse424URLasitappearsinyourbrowser.Forexample,intheimagebelowyoucanseehowUniversityofCayuse(cayu)wouldbeentered.UnderBehavior,makesureAllowisselected.ThenclickDonetoaddtheexception.

FirefoxSettingsAtthetopleftofyourFirefoxwindow,clicktheFirefoxbuttonandselectOptions.Alternatively,ifyoudonotseeaFirefoxbutton,clicktheclickthe buttonintheupperrightandselectOptions.

EnablingCookiesNavigatetothePrivacysection.

IfRemember History isselected,cookiesarealreadybeingacceptedandnofurtherchangesarerequired.IfNeverrememberhistoryis selected,selectRemember historyorUsecustom settingsfor history.

Ifyouwishtousecustomsettings,youcaneitherchecktheoptiontoAcceptcookiesfromsitestoacceptcookiesforallwebsites,or uncheckitandusetheExceptionsbuttontoallowcookiesonlyforCayuse424.

Ifcreatinganexception,enteryourinstitution'sCayuse424URLasitappearsinyourbrowser,thenselectAllow.

AllowingPop-UpsNavigatetotheContentsectionandmakesurethatBlockpop-upwindowsisunchecked.

Alternatively,ifyouwishtoallowpop-upsonlyforCayuse424whileblockingpop-upsonothersites,clickExceptionsandenteryour institution'sCayuse424URLasitappearsintheaddressbar.Then,clickAllow.


Note: To simplify Firefox, the ability to disable JavaScript was removed from the standard options panel. There is advanced functionality mentioned here that could potentially damage your Firefox installation if used incorrectly.

1. In the address bar, type "about:config" (with no quotes), and press Enter. (You can learn more about the advanced options panel at Mozilla's KnowledgeBase.)

2. If a dialog box warning you about the risks of editing about:config pops up, click I'll be careful, I promise. If about:config has been accessed previously on your Firefox, you may not see this message.

3. In the search bar, search for "javascript.enabled" (with no quotes). If the value is true, Javascript is already enabled in Firefox. If it is false, double click the result named javascript.enabled. JavaScript should now be enabled and the value should show"true".

InternetExplorerSettingsAtthetoprightofyourInternetExplorerwindow,clickthe iconandselectInternetOptions.EnablingCookiesGotothePrivacytab.UnderSettings,unlessthesliderisatBlockallcookies,thenyoudon'tneedtochangeanything.Otherwise,addan exceptionforCayuse424byclickingtheSitesbutton.

Enteryourinstitution'sCayuse424URLasitappearsinyourbrowser,thenclickAllow.ThisexampleshowstheURLfortheUniversityofCayuse(cayu).

AllowingPop-UpsGotothePrivacytab.IfTurnonPop-upBlockerisunchecked,thenyoudon'tneedtochangeanything.Ifitischecked,addanexception forCayuse424byclickingSettings.

Enteryourinstitution'sCayuse424URLasitappearsinyourbrowser,thenclickAdd.ThisexampleshowstheURLfortheUniversityofCayuse(cayu).


GototheSecuritytab.IfyourSecurityLevelforInternetissettoHigh,thenyouwillneedtoaddCayuse424tothelistofTrustedsites.

SelectthegreenTrustedsitesicon,thenclickSites.

IntheSiteswindow,enteryourinstitution'sCayuse424URLasitappearsinyourbrowser,thenclickAdd.ThisexampleshowstheURLfortheUniversityofCayuse(cayu).

UnderSecuritylevelforthiszoneforyourTrustedSites,unlessthesliderisatHigh,nochangesareneeded.Otherwise,selectCustomleveltospecificallyenablescripting.

UnderScripting,makesurethatActivescriptingissettoEnable,thenclickOK.

SafariSettingsInthetopmenubar,clickSafariandselectPreferences.

EnablingCookiesGotothePrivacytab.ForBlock cookiesandotherwebsitedata,ifFrom thirdpartiesandadvertisersorNever isselected,cookies are alreadybeingacceptedandnochangesareneeded.IfAlwaysisselected,selectoneoftheotheroptions.

AllowingPop-UpsandEnablingJavaScriptGo to theSecurity tab.ForWebcontent,confirm thatEnableJavascript is checked andBlock pop-upwindows isunchecked.These settingsmustbeinplaceforSafaritodisplayCayuse424properly.

YouarewelcometorevertbacktoyourprevioussettingswhenyourCayuse424sessioniscomplete.

Ifyou'rehavinganytroubleaccessingCayuse424ortheResearchSuite,youmaywanttoclearyourcookies. ClearingCookies

ThispagecontainsinstructionsforclearingyourcookiesinInternetExplorer,Firefox,Chrome,andSafari.

ClearingCookiesinInternetExplorerClickthe iconinthetoprightofthescreen,thengotoSafety->DeleteBrowsingHistory.Alternatively,ifyoudonothaveagearicon, selectToolsatthetopleftofthescreen,thengotoDeleteBrowsingHistory.

ChecktheboxtodeleteCookiesandwebsitedata.Makesurethatnoneoftheotheroptionsareselectedifyoudonotwishtoalsodelete theseitems.ClickDeleteatthebottomofthewindow.

Note:This window may differ in appearance slightly depending on your version of Internet Explorer. If you have any questions or concerns, please contact Support and we would be happy to guide you through the steps.

ClearingCookiesinFirefoxClickthe iconatthetoprightofthescreen,andselectHistory.Then,selectClearRecentHistory.

Alternatively,ifyoudonothavethis icon,selectHistoryatthetop leftofthescreen,and thenselectClear RecentHistory.

UnderTimerangetoclear:,selectEverything.Clickthe iconnexttoDetailstodisplayalistofselectableitems.

ChecktheboxbesideCookies.Makesurethatnoneoftheotheritemsarecheckedifyoudonotwishtoalsodeletetheseitems.ClickClear Nowatthebottomofthewindow.Note:This process may differ from what is stated above, depending on your version of Firefox. If you have any questions or concerns, please contact Support and we would be happy to guide you through the steps. ClearingCookiesinChromeClickthe iconatthetoprightofthescreen,andhighlightTools.SelectClearBrowsingDatainthesubmenu.UnderObliteratethe followingitemsfrom,selectthebeginningoftime.

ChecktheboxbesideCookiesandothersiteandplug-indata.Makesurethatnoneoftheotheritemsarecheckedifyoudonotwishto alsodeletetheseitems.Then,clickClearbrowsingdataatthebottomofthewindow.

Note:This process may differ from what is stated above, depending on your version of Chrome. If you have any questions or concerns, please contact Support and we would be happy to guide you through the steps. ClearingCookiesinSafariClickSafariatthetoprightofthescreen,andselectPreferences.SelectthetablabeledPrivacy.

Under Cookiesandotherwebsitedata:, click RemoveAllWebsiteData. Click RemoveNowin the next window.

Note:This process may differ from what is stated above, depending on your version of Safari. If you have any questions or concerns, please contact Support and we would be happy to guide you through the steps.

BasicNavigationAftersigningintoCayuse424,youwillfindyourselfontheOverviewtab.TheOverviewtabisaquickwaytogettoanyothersectionofCayuse424. EachtabinCayuse424correspondstoamajorfunctionalareaoftheapplicationwhereyoucancompletetasksrelatedtothatarea.

OpportunitiesTheOpportunitiestabcontainsopportunitiesthathavepreviouslybeendownloadedfromGrants.govbysomeoneatyourinstitution.FromtheOpportunitiestab,youcan:

• Download available opportunities • View details of downloaded opportunities • Create new proposals

ProposalsTheProposalstabhasalistofalltheproposalsthatyouhavepermissiontosee.FromtheProposalstab,youcan:

• Search for a proposal you want to review or edit. • Create or edit a proposal or subaward. • Link subawards to proposals. • Import a subaward.

RoutingTheRoutingtablists proposals that currently orwill soon require your approval. If you don't have any proposalscurrentlybeingroutedtoyou,thenyouwon'tseeanythinghere.FromtheRoutingtab,youcan:

• Approve proposals that are being routed to you. • Check the status of proposals that may soon require your attention.

PeopleThe People tab lists professional profiles inyour institution's instance of Cayuse 424. Professional profiles storeinformationabout peopleatyourinstitution.Theinformationintheseprofilescanbeeasilyautofilledintoproposals.FromthePeopletab,youcan:

• Search for people and view their professional profiles. • Create or edit a profile for a person at your institution. • Link a professional profile to an institutional profile.

InstitutionsTheInstitutionstabcontainstheinstitutionalprofilescurrentlyinyourCayuse424application.Typically,theprimaryprofile is for yourhome institution,but if you frequentlyworkwithother institutions,youcancreateadditionalinstitutionalprofilesthatcanbeautofilledintoproposals.FromtheInstitutionstab,youcan:

• View institutional profile information. • Create or edit an institutional profile if you have access to do so.

ReportsTheReportstabshowsalistofreportsthatyoucancreatefromthedatawithinCayuse424.Youwillonlybeableto

createreportsondatayouhaveaccesstoinCayuse424.Mostreportsallowyoutochooseyourtimeperiodandsomehaveotheroptionsyoucanselect.Theavailablereportsare:

• Submitted proposals (with or without direct links to the proposals). • Proposals by Department. • Proposed Dollars (submitted proposals with proposed dollar amount). • Awarded Proposals by Department. • Awards by Agency. • Proposed Subawards. • Awarded Subawards.

SettingsTheSettingstabiswhereyoumanageyouruseraccountwithinCayuse424.FromtheSettingstab,youcan:

• Change your password. • Change your email address. • Link your user account to your professional profile.

QuickNavigationCayuse424containsnavigationlinksthatmakeiteasyandsafetomovebetweenscreensortorefreshalist.Onesuchtool is the "breadcrumb trail,"whichappearsbeneathProposals,Peopleandother tabsonceyouhaveopenedaproposal,aProfessionalProfileorotherrecord.Theexamplebelowillustratesthebreadcrumbtrailyouwouldseewhileviewingalinkedsubawardonaproposal.

Theunderlinedwordsarelinksthattakeyoubacktoapreviousscreen.Whenyoureturntoapreviousscreeninthebreadcrumbtrail,Cayuse424automaticallyrefreshesthepage.

Inaddition,mostpagesinCayuse424containa icon.Usethisicontoupdateorrefreshapageratherthanusingthebrowser’sstandardRefreshbutton. Note:While working in Cayuse 424 and other web applications, avoid using the Back, Forwardand Refreshbuttons in your browser. On simple web sites, these buttons are appropriate for browsing. For Cayuse 424 and other complex web applications which handle important data transactions, it’s best to use the controls built into the application

UserReferenceManualBelowyouwillfindlinkstohelpyounavigatetheUserReferenceManualfortheCayuse424application.UsingtheselinksorthelinksonthesidebarwillallowyoutoquicklynavigatethevarioussectionsinthisUserReferenceGuide.

OpportunitiesTheOpportunitiestablistsfederalfundingopportunitiesthathavebeendownloadedtoyourCayuse424instance.Atthetopofthepage,youcandownloadopportunitiesthathavenotyetbeenaddedtoCayuse424,orsearchforopportunitiesthathavealreadybeendownloaded.

At the top left of thepage, you'll see a small green refreshbutton . If you leave theOpportunities tab and anopportunity is updatedwhile you are elsewhere in Cayuse 424, you can click the refreshbutton to display thoseupdates.ThiswillhappenautomaticallythefirsttimeyouaccesstheOpportunitiestabduringasession.

OpportunitiescanalsobesortedbyeachfielddisplayedontheOpportunitiestab.Clickoncetosortbythatheader,andclickagaintoreversethesorting.Forexample,youcansortopportunitiesinalphabeticalorder,orsortbyclosingdate.

OpportunityInformationClicktheinfoicon totheleftofanopportunitytoviewmoreinformationaboutit.TheOpportunityDetailswindowincludeslinkstotheschema,instructions,andAdobeformpackage.Youwillalsofinddetailedprimaryagencycontactinformation,incaseyouhaveanyquestionsabouttheopportunity.

Youcanalsoseea listof formsassociatedwiththeOpportunity.Thissectiontellsyou if theformsareSupportedand/orMandatory. If any forms are not supported by Cayuse 424, they will have a red X next to them. If theopportunity isnot supportedbyCayuse424, the formor formspreventingproposal creationwillbe listedat thebottomofthewindow.

Multi-ProjectOpportunityInformationTheinformationthatappearswhenworkingwithaMulti-ProjectOpportunityisslightlydifferentthanwhatappearswithotherOpportunities.Formoreinformation,takealookatMulti-ProjectOpportunityInformation.

OpportunityStatus

TheseiconsmayappeartotheleftofopportunitiesinCayuse424.

Onceyou'vefoundtheopportunityyouareinterestedin,clickthe shown next to the opportunity tocreateaproposalwiththis opportunity.

DownloadingOpportunitiesIfyou'rebrowsingorsearchingforanopportunityandcan'tfindit,theopportunitymaynothavebeendownloadedintoyourCayuse424 application.YouneedtodownloadanopportunitybeforeitcanbeviewedinCayuse424.Todownloadanopportunity:

Expired:Thisopportunityispastitsclosingdate.Whileproposalscanstillbecreatedbasedonthisopportunity,theywillberejected inmostcases.

1. Click the DownloadOpportunitiesbutton at the top of the page.

2. You'll see a new window showing the Download Opportunities dialog:

3. Enter the opportunity number or CFDA Number. Be sure to enter the number exactly as it is provided, including any hyphens.

4. Click DownloadOpportunities. This will download any opportunities related to that opportunity number or CFDA number into Cayuse 424.

Oncedonwloaded,opportunitieswillbelistedintheOpportunitiestabforeasyaccess.Ifyou'rehavingtroublefindingtheopportunityyouneed,youcansearchforit.

Ifyou'rehavingtroubledownloadinganopportunity,double-checktheopportunitynumber,ortrydownloadingitbyCFDAnumber.YoucanalsosearchfortheopportunityonGrants.govtofindthisinformation.

SearchingforOpportunitiesIf you've downloaded anopportunity inCayuse 424 but are having trouble finding it, youcan search the list ofopportunities.Tosearchthe list:

1. Type the opportunity number, CFDA number, or any number of words from the title of the opportunity into the search box at the top of the Opportunities tab.

2. Click Search.

YoucansearchbyjustpartoftheopportunitynumberorCFDAnumberaswell.Remembertoincludeanydashesthatarepartofthe opportunity number.

Ifyoustillaren'tseeingyouropportunity,itmayhavealreadyclosed.BesuretheShowclosedopportunitiescheckboxischeckedandtrythe searchagain.

ProposalsTheProposalstabshowsalistofproposalsthathavebeencreatedwithinCayuse424.ThisistheareaofCayuse424whereyouwillspendmostofyourtime.TheProposalstabiswhereyouwillcreate,develop,andreviewproposals.FromtheProposalslist,youcannotonlyopenyourproposalsandsubawards,butalsocreatenewproposals,searchforexistingproposals,andcopyortransformproposals.Inadditionto creatingproposalsyoucanimportsubawards.Youcanalsoprintthelistofproposalswithanysortsorfiltersyouhaveusedonthelistbyclickingtheprinticon onthenavigationbar.

Once you've opened a proposal, youcanopenand edit it, including adding KeyPersons, Performance Sites, andattachments aswell as developingyourbudget.Youcanalsograntotherpeopleaccesstoit,submitit,orchecktheproposal'sdevelopmenthistory.

CreatingaNewProposal

TocreateaproposaldirectlyfromProposalsList,clicktheCreateProposalbutton atthetopofthescreen.You'll seethefollowingdialog:

Choosethetypeofproposalyouarecreating:

• Grants.gov- a proposal for a federal opportunity, to be submitted via Grants.gov. • OtherProposal- non-federal proposals and internal opportunities that are not submitted to Grants.gov. • Subawardproposal- a subaward proposal to attach to a prime proposal in your instance of Cayuse 424.

Subawards can also be exported to other institutions that have Cayuse 424.

If youselectGrants.gov and thenclick theCreatebutton,youwill be takento a screenwhereyoucanselect theopportunity youwant to base your proposal on. If youselectOther, you'll go directly to filling inthe proposalinformation.

If youwant to create a Subaward proposal, the process is slightly different.ConsultCreatingSubawardsformoreinformation.

SelectinganOpportunityWhencreatingaproposaldirectlyfromtheProposalsListandselectingGrants.govasthetype,you'llseethefollowingdialog:

Ifyouseetheopportunityyouwant,selecttheopportunitybyclickingonthe totheleftofitinthelist.Ifyoudon'tseeit,youcansearchtheopportunities,orsortthemasyouwouldontheOpportunitiestab.

Onceyou'vefoundandselectedyouropportunity,youcancontinuewithfillingintheproposalinformation.

ProposalInformationOnceyou'veselectedaproposaltype(and,forfederalproposals,selectedyouropportunity),youwillbeaskedonthefollowingscreento nametheproposal,selectaPIandOrganization,andassignavalidationtype.

Ifyou'recreatingaFederalproposal,you'llseetheopportunityyouselectedatthetop.Ifyouhaveselectedthewrongopportunity,clickSelect a Different Opportunity to select another.

Otherwise,entertheinformationtocreateyourproposal.

NametheProposalYourproposalnameisthewaythesystemwillidentifyyourproposal.Thisisdifferentfromthetitleofyourproposal(which appears in field 11: DESCRIPTIVE TITLEOF APPLICANT'S PROJECT on the face page of the SF424RR). Your

institutionmayhaveanamingconventionfortheproposalname.

SelectthePrincipalInvestigatorScrollthroughthePIlistandselectthepersonwhowillbethePIonthisproposal.IfthePIyouwishtoselectisnotinthelist,besuretosearchforthePI,orclickshowall.IfthePIstillisn'tlisted,theirprofilemaynotindicatethemasaPIundertheeRARolessection.IftherearemultiplePIs,selecttheonewhowillbetheleadPI.SelectingaPIwhencreatingaproposalisrequired.

SelecttheOrganizationSelecttheprimaryinstitutionforthisproposalfromtheorganizationlist.Choosingtheorganizationwhencreatingaproposal is optional, but recommended. You can also add or change the organization later while filling out theproposal.

SelecttheNumberofBudgetPeriodsSelectthenumberofBudgetPeriodsthatwillberequestedinthecurrentproposal.Somegrantmechanisms,likeanNIHS10,onlyhaveaconceptofaprojectperiodandnobudgetperiods.Inthissituation,select1forthenumberofbudgetperiods.Selectingthenumberofbudgetperiodsisrequiredwhencreatingaproposal,butthisselectioncaneasilybechangedlaterwhenfillingouttheproposal.

ChooseaValidationTypeSelectanappropriatevalidationtypeforyourproposal.Forfederalopportunities,choosetheagencythatsponsorstheopportunityyouhaveselected.Thisallowsagency-specificvalidationrulestobeappliedtotheproposal.Ifyouarefillingoutanon-federalproposal,select"Other-Minimal".

Foranyfederalproposal,Cayuse424performsvalidationsbasedontheGrants.govXMLschemasthatarepublishedwiththeapplicationformsaswellasthosespecifictotheagencyvalidationtypeyouselect.Theagencyvalidationtypesarelistedbelow:

ValidationType Description

NIH RunsalltheNIHvalidations. NIH-OptOut

Thisisshorthandfor"optingoutoflimitedvalidations."IfyourFOAislistedonthe Opt-outpageatNIHyoushouldchoosethisoption,whichusesanalternativeset ofsomeNIHvalidations.ForanexplanationseethewebpageatNIH.

Note:AsofCayuse424version7.0,NIHhasdiscontinuedsupportforOpt-Out validations.Alternativevalidationguidance foropportunitieswithopt-outsisnow providedbyawebservice.Forhistoricalpurposes,theNIHOpt-Outselection remainsintheValidationTypedrop-down.Youshould stillchooseNIH - Opt OutforOpt-Outopportunities.The instructionsinyourFOAsupersedeanyerrors thatCayuse424mayshow.

NIH-Minimal Onlyused forRC4applications.

CDC LoadsNIHvalidationsforCDCproposals.

CDC-OptOut LoadsNIH-OptOutvalidationsforCDCproposals.

CDC -Minimal LoadsasubsetofNIHvalidationsforCDCproposals.

AHRQ ThisHHSagencyusestheNIHvalidations.

HHS -Other UseforHHSproposalswhichdon'tfitintotheabovevalidations.

NSF Use forNationalScienceFoundationproposals.

NIFA UseforNationalInstituteofFoodandAgricultureproposals.

CDMRP Use forCongressionallymandated researchprograms.

ONR UseforOfficeofNavalResearchproposals.

NASA UseforNASAproposals.

OtherFederalAgency

ThisselectsonlytheXMLvalidations(Grants.gov).UsethisforanyFederalAgency notlisted above.

Other-Minimal Forothermiscellaneousproposals-thisvalidationsetisrarelyused.

Youcanalsochangeyourvalidationselectionafteryouhavestartedtheproposal.

Afterchoosingthevalidationtype,clickCreateProposal.Theproposalwillopenandyou'llseetheincludedformsandotherinformation.

CreatingaMulti-ProjectProposalTheinformationthatappearswhenworkingwithaMulti-ProjectProposalisslightlydifferentthanwhatappearswithotherProposals.Formoreinformation,takealookatCreatingaMulti-ProjectProposal.

NavigatingExistingProposalsBydefault,theProposalsListshowsallproposals.ClicktheShowRecentlyViewedlinktoviewthe25mostrecentlyviewedproposalsfor fastaccess.Tosortthelistbyaparticularcolumn,clickontheheadingofthatcolumn.Clickingagainwillreversethesortorder.

ThedropdownatthetopleftcontrolshowmanyProposalscanbeviewedononepage.Upto100Proposalscanbeviewedononepage. Clicking willtakeyoutothefirstpageinaset.Clicking willtakeyoutothepreviouspageinaset.Clicking willtakeyoutothenext pageinaset.Finally,clicking willtakeyoutothelastpageinaset.Youcanalsonavigatetoanyavailablepagebytypingthenumberinto thepageboxandhittingEnter.

Clicking willrefreshtheProposalsList.Ifyou'relookingforarecentlycreatedproposalandyouareunabletofindit,refreshingthe ProposalsListisagoodplacetostart.

ClickingShowAlllistsalltheproposalsthatyouareabletoview.Whenyou'reviewingallyourproposals,asabove,clickingShowRecently Viewedreturnsyoutotheshorterlist.CheckingMakeShowAllthedefaultviewmeansCayuse424 will showall of your proposals wheneveryoulogin.Thissettingisuserspecific,soitcanbechangedwithoutimpactingotherusers.

To viewolderproposals,use theShowAll: View by datedropdown.SelectModified in the last: to see recentlymodifiedproposals,orCreatedinyear:toviewallproposalsbycreationdate.

To the rightof theView by datedropdown,there is anInclude submitted proposals checkbox.Whenthis boxischecked,submitted proposalswillshowintheProposalsList.Showonlylockedproposalswillonlydisplayproposalsthatcurrentlyhavesomeoneeditingthem.

ClickingExpandAllatthetoprightofthescreenwillshowalllinkedsubawardscurrentlyontheProposalsList.CollapseAllwillhideallthe linkedsubawardsonthepage.Subawardscanbeexpandedorcollapsedonanindividualbasisbyclickingthe or buttontotheleftofa Primeproposalwithsubawards.

ProposalStatusIconsindicatingtheproposalstatusareshowntotheleftoftheproposal.

Hoverovertheicontoseethe trackingnumber.

thatthisnon-Federalproposalhasbeenmanuallymarkedassubmitted viathe ProposalSummarypageoftheproposal. (DoesnotshowforFederalproposals.)

Expired: Thehourglassdenotesthatthe opportunitythatthisproposalisusingispastitsdeadlineorhasbeensuperseded.Whileproposalscanstillbecreatedbasedonthisopportunity,theywillberejectedinmostcases.

ArchivedOpportunity:The"redcircle"meansthatthesourceopportunityforthisproposalhasbeenremovedfromtheGrants.govserverand isnolongervalid.Toproceed withsubmittingthisproposal,youwillneedtotransformittoavalidopportunity.

PairedSPProposalsifyourinstitutionusesCayuseSP,the iconisalsoshowntotheleftofaproposalwhenthatproposalispairedwithanSPproposal.

Clickonthe icontoopenthepairedCayuseSPproposal.SearchingforProposalsIfyou'renotabletoquicklylocatetheproposalyouneed,youcansearchtheProposalsListusingthesearchboxintheupperleft:

Youcansearchforproposalsbyanyofthecolumnsinthelist,includingtheproposalorprojecttitle,thePI,andeventheproposaltype.You cansearchforpartsofwordsornames.Iftheproposalisassociatedwithafederalopportunity,youcansearchbytheopportunitynumber.If aproposalhasbeensubmitted,youcanalsosearchbyGRANTtrackingnumber.

Ifyou’rehavingtroublefindingwhatyouarelookingfor,tryusingdifferentsearchterms,orusejustpartofthetitleorPIname.

OpeningaProposalOpeningaProposalforEditing:Toopenaproposalyouwanttoedit,clickonthelinkforthatproposalinthe"Proposal"columnofthelist.

Thelinkisonlyactivewhenyouhavepermissiontoedittheproposalandtheproposalisnotbeingeditedbyanotheruser.Whenyouopen theproposalthisway,youcanreviewandedittheproposal.

A+or-iconbesideaProposalmeansthattheProposalhaslinkedsubawards.Clickingthe+iconwillrevealthelinkedsubawards,and clickingthe-iconwillhidethelinkedsubawards.

OpeningaProposalinRead-onlyMode:Ifsomeoneelseisalreadyworkingwithintheproposal,orifyoudon'thavepermissiontoeditit,thelinkwillnotbeactive.You'llneedtoopentheproposalinread-onlymodebyclickingthe icontotheleftoftheproposalname.

Youcanalsousethe iconwhenyouwanttoreviewtheproposal,butdonotneedtoeditit.Thisallowssomeoneelsetoedititwhileyou haveitopen.Ifsomeoneelseiseditingit,youwillnotautomaticallyseethechangestheymake.Youmustexitandreopentheproposaltosee anychanges.

UnlockingaProposal:Whilesomeoneisworkinginaproposal,itis'locked'sothatnooneelsecanmakechanges.Whileaproposalislocked,allofitslinkedsubawardswillbelockedaswell.Thispreventsotherusersfrommakingchangestothesubawardswhiletheprimeisopen.Thereverseappliesaswell.Whensomeoneiseditinga linkedsubaward,thiswilllocktheprime,preventingchangesaslongasthesubawardisbeingedited.

Toseewhoiscurrentlyworkingintheproposalwhenitislocked,looktothefarrightoftheProposalsList.Whenyouhover

overthe icon, you'llseethenameofthepersoncurrentlyeditingtheProposal.

TakingtheLock:Ifyouseeyourownnametotherightofthelock,theproposal'slinkwillstillbeactive,andyoucan"takethelock"fromyourselfandcontinue editingtheproposal.Thiscanoccurwhenyouhavetheproposalopenintwoplaces,orifyouwereunabletoexitCayuse424bysigningoutinthenormalmanner.

Takingthelockmaycauseyoutoloseanyunsaveddata.Ifyouhavetheproposalopeninanotherwindowortab,besureyouhavesavedall yourentereddata.

BreakingtheLock: Ifyouhavetheproperpermissions,youcanalsotakethelockfromanotheruser.This iscalled"breakingthelock."Tobreakthelockandtakecontrolofaproposal,entertheproposalinread-onlymode.Then,clickonthelocklocatedatthetopofthepage.

Ifyoubreakthelockwhenanotheruserisintheproposal,theywillloseanychangesmadesincetheylastsaved.Werecommendnottakingthelockuntilyouhaveconfirmedwiththecurrentuserthattheyhavesavedalltheirchanges.

SometimesalocalAdminoroneofourSupportrepresentativeswillaskto"takethelock"fromyou.Makesureyousaveyourchangesbeforeallowingsomeoneelsetotakethelock.

CopyingandTransformingWithCayuse424,youcanquicklycopyanentireproposalandedit thecopyasneeded. Ifyouplantoresubmitaproposal,Cayuserecommendsthatyoumakeacopyoftheproposalfirst,andkeeptheoriginalasarecordofthefirstsubmission.Youcanalsotransformtheproposaltoadifferentopportunity,whichpreservesdatafromtheoriginalproposalwherecorrespondingformsexistinthenewopportunitypackage.

Bothproceduresstartbyclickingthe iconattherightsideoftheproposaltolaunchtheCopy/Transformdialog.

CopyingaProposal IntheinitialCopy/TransformDialog,clickCopyProposal.EdittheProposalNameforthenewproposalasdesired.

Ifyoudonotwanttocopytheattacheddocuments,unchecktheCopyAttachmentscheckbox.ClickCopyProposal.

YournewproposalwillappearintheProposalsList.

TransformingaProposalIfyouwanttoinsteadtransfertheexistingdatatoadifferentopportunity,orevenanewversionofthesameopportunity,transformthe proposal.Onceaproposaliscreatedagainstanopportunity,iftheopportunityisupdated,theproposaldoesnotautomaticallyreflectthe update(sinceformsmayhavechanged)andmustbetransformed.

Whenyoutransformaproposal,informationwillonlybecopiedbetweenformsthatarethesameineachopportunity.Ifyouarereplacingan expiredopportunitywithanewone,theformswillgenerallybethesame,butifitisadifferentopportunity,someformsmaybedifferentand thatinformationwillnottransfer.

1. In the initial Copy/Transform Dialog, click TransformProposal. 2. Select the new opportunity from the list by clicking on the green plus icon to the left of the opportunity. This

process is similar to selecting an opportunity.

3. Edit the Proposal Name for the new proposal as desired.

4. If you do not want to copy the attached documents, uncheck the Copy Attachments checkbox. 5. Select the Validation Type if a different type is required. 6. Click Transform Proposal. Your new proposal will appear in the Proposals List.

Copy/TransformofMulti-ProjectProposalsMulti-ProjectProposalsmustbeCopied/Transformed onecomponentata time.Selecting Copy/TransformontheOverallComponentwillnotCopy/TransformtheentireProposal,justtheOverallComponent.

Additionally,ComponentsandR01scanbetransformedintoComponentsforotherMulti-ProjectProposals.Formoreinformationonthis process,pleasetakealookatTransformingExistingComponents.

DeletingaProposalInCayuse424,thecreatorofaproposalisautomaticallygrantedtheabilitytodeleteit.Anyonewhohasbeengrantedthedeletepermissionforaproposal(seePermissions)canalsodeletethatproposal.Ifthepermissionsonaproposalhavebeenchanged,thecreatormaynotbeabletodeleteit.Todeleteaproposal:

1. Open the Proposals List. 2. Look for the proposal in the list. If you don't see it, you can search for it or select ShowRecentlyViewedunder the

search box. 3. Click the icon to the far right of the proposal. If you don't see this icon, you can't delete the proposal. 4. You'll see a message asking you to confirm that you really want to delete the proposal. If you are sure, click Delete

Proposal. Otherwise, click Cancel.

Evenifyouhavepermissionstodeleteaproposal,therearethreereasonsyoumaynotseethedeleteicon:• n The proposal is currently being edited. Proposals currently being edited cannot be deleted. • n The proposal has linked subawards, or the subaward proposal is linked to a prime. You must unlink the subaward

before you can delete the proposal or the subaward. You can delete a subaward during the unlinking process. • n The proposal is paired with a Cayuse SP proposal. You will need to un-pair the proposals from the Cayuse SP side,

then delete the Cayuse 424 proposal.

DeletedproposalsareretainedinthesystemuntilPermanentProposalDeleteoccurs(orindefinitelyifitisnotactive),butarenolongervisibleoreditable.Ifyouneedtorestoreamistakenlydeletedproposal,requesthelpfromyourlocalCayuse424systemadministrators.

NavigatingYourProposal

WhenyoustartanewproposalinCayuse424,itassemblestherequiredandoptionalformsforthefundingopportunityyouhaveselected. Theformsaredisplayedinalistontheleftsideofthepage.Theselectedformappearstotherightofthelist.ClickingtheProposalsListlink willreturnyoutotheProposalsListpage.

Ifoneoftheformshasagreyed-outcheckboxbesideit,thatmeansthattheformismandatorytothesubmissionoftheProposal.Thisform cannotbedetachedfromaProposal.

Ifaformhasanenabledcheckbox,thenthatmeansthattheformisoptional.Priortosubmission,besurethatoptionalformsthatyouwant tosubmitareselected.

Atthetopleftofthelist,therewillbea icon.Clickingthiswillcausethelisttominimize,givingthefullwindowtothecurrentlyselected form.Itwillalsochangethe iconintoa icon.Clicktheplusicontobringbackthelist.

Ifyouwishtonavigateinthismode,clickthedropdownmenuatthetopleftofthepage.Thiswillallowyoutoselectanyoftheformsinyour proposal,whileleavingtheformslistcollapsed.

ProposalInformationTheProposaltitleislocatedatthetopoftheProposal.Leftofthetitle,icon willbethere.A iconwillappeariftheopportunityassociatedwiththeproposalhasexpired,andan willappeariftheopportunityhasbeenarchived.

Clickingthe iconwillcauseawindowtoappearcontainingsomeusefulinformation,suchastheOpportunitynumber,theinternal ProposalIDandtheDateLastModified.Additionally,youcanusethisbuttontofindoutwhatbrowserandversionyouareusingwhentalking withCayuseResearchSuiteSupport.

The iconwillprovideyouwithadirectlinktotheProposalyouarecurrentlyin.Youcansendthistocolleaguesandfacultywhohave permissiontoviewtheProposal.ThiswillallowthemtoeasilyaccessProposalswithouthavingtonavigatetheProposalsList.Youcanalso bookmarktheProposalforeasyaccessinthefuture.

OpeningaPairedCayuseSPProposalIfyourinstitutionusesCayuseSP,andtheCayuse424proposalispairedwithaCayuseSPproposal,youwillseeapairingicon .Clicking thisiconwillbringyoutothelinkedCayuseSPProposal.

AutofillWhenyou create a proposal, Cayuse 424 uses the information youprovide to autofill institutional and personalinformationfromthe institutionyouselectastheOrganizationandthepersonyouselectasthePrincipalInvestigator.Autofillpullsdatafromastoredlocationinto theproposal,whereyoucanedititmanuallyorupdateitbyre-autofilling.

Thereareseverallocationsthroughouttheproposalwhereyoucanautofillstoreddata.Thoselocationsareindicatedbythe icon.Clicking thisiconwillbringupaselectiondialogforaperson,institution,orothertypeofstoreddata.Theapplicantorganizationinformation, administrativecontact,PerformanceSites,KeyPersons,andothercontactfieldscangenerallybeenteredusingautofill.Thismakesiteasyto ensurethatyouhavethecorrectinformationthroughouttheproposal.

Re-autofillTore-autofilldatathatmayhavebeenupdatedsinceyoubegantheProposal,clickonthe icon.Thiswilloverwriteanydatathatwas previouslyautofilledintotheproposal,aswellasanydataintheareathatyoumayhaveenteredmanually.

Whenre-autofillingorganizationsusinginstitutionalprofiles,beparticularlyawarethatthisactionwillrefreshtheindirectcostrates(seeMy subawardee'sindirectcosttypeisn'tshowingonmysubaward.WhatcanIdo?)andoverwritetheDescriptionfieldinF8-F10oftheRRBudget withthevaluesfromtheinstitutionalprofile.IfyouhavebudgetvaluesinF8-F10,besuretochecktheDescriptionafterre-autofillingthe institution.

Autofilldependsonprofessionalprofilesbeingsetupfortheindividuals,suchasthePIandtheSigningOfficial,andtheorganizations,such asthePerformanceSites,thatyouareaddingtotheproposal.TheseprofilesshouldbesetupaheadoftimeifyouwishtouseCayuse424's autofill feature.Seetheprofessionalprofiles,KeyPersons,and institutionalprofilessectionsformoredetails.

KeyPersonsTheKeyPersons form displays thedata for yourproposal's Principal Investigatorand associated Senior/KeyPersons.Youcanedittheir personalandbudgetdetailsmanuallyorusingautofillandattachbiosketches.YoucanalsoseedataforKeyPersonsfromyourlinked subawards.

MostproposalsbeginwithaPIalreadyassigned.IfyouhavenotassignedaPI,youcandosobyclickingthepencilicontotherightofthePI slot,whichwillsayUnassignedifthereisn'tcurrentlyaPI.ThiswillallowyoutoautofillthePIintotheproposal.

ClickingExpandAllorCollapseAllwillshowalltheinformationforlistedKeyPersonsorhideallofthatinformation,respectively.Clicking SortwillorderKeyPersonsbyPD/PI,Co-PD/PI,Alphabetical,OtherSignificantContributor.Youcanalsomanuallysortbyclickingtheup arrows anddownarrows totherightoftheKeyPersons.

Ifyouhaveexistingpersonnel,youcanviewtheirdetailsbyclickingonthe icontotheleftofeach.Ifyouhavemorethaneight (40 for the expanded version) KeyPersons, Cayuse 424 will automatically create PDFattachments for theadditionalProfilesasrequiredbyGrants.gov.

ForSenior/KeyPersonsontheprimeproposal,youcanedittheirinformationdirectly,orattachaBiosketchandaCurrent&PendingSupport PDF. NOTE:If the Key Person's address is outside of the United States or Canada, State/Province must be left blank.

Clicking the icononaparticularKeyPersonwillpromptyoutodeletethatKeyPersonfromtheProposal.Thiswillremovethemthe Proposalentirely,includinganybudgetentriesthattheymighthave.

To add newSenior/KeyPersons,autofill them into theproposal.Youcanchangedata forexisting KeyPersons bymanagingtheKeyPerson.

AddingKeyPersonsToaddKeyPersonstoyourProposal,eitherclickonthe iconontheRRKeyPersonsformorclickAddKeyPersonintheManageKey Personsdialog.

ThedialogshowsalistofKeyPersonsavailableforautofill.Bydefault,thislistshowsrecentlyusedKeyPersons.ToviewallavailableKeyPersons,selectShowAllundertheSearchboxatthetopleft.

You can also search for Key Persons to autofill using their first name, last name, institutional association, ordepartment.Onceyou'vefoundthepersonyou'relookingfor,selecttheirprofileandclickAddSelectedKeyPerson.You'llbetakenbacktothelistofKeyPersonsandcanedityournewKeyPersonthere.WhensearchingorusingtheShow All function, you can also filter by eRA Role. Just select the role you are looking for from eRA Role Filterdropdownatthetopofthepage.

WhenaddingaKeyPerson,youwillusuallywanttoselectPrincipalInvestigator,asshown.

Ifyoucan'tfindtheKeyPersonyouwanttoadd,thenmostlikelythepersondoesn'tyethaveaprofessionalprofile,oryou

don'thave permissiontouseit.Ifyoubelievetheydohaveaprofile,contactyourlocaladministratortogetpermissiontousetheprofile.

Ifyou'resurethepersondoesn'thaveaprofile,clickCreateNewProfessionalProfileatthebottomofthewindow.Thiswillwalkyou throughthecreationofaprofessionalprofile(seePeople).Onceyou'vefinishedcreatingtheprofile,itwillautofillintotheproposalandyou'll beabletoedittheirinformationlikeanyotherKeyPerson.

Ifyouattempttocreatetheprofileandarewarnedthatitmaybeaduplicate,consultyourlocaladministrator.

ManagingKeyPersonsManagingIndividual:Clickingthe iconbesideanyKeyPersonbringsuptheirdatamanagementscreen,whereyoucanmanagetheprojectrole,appointment type,andbudgetdata.(Youcanaccessthesamescreenthroughtheperson'sentryintheBudgetform.)Clickingthe iconre-autofillstheir datafromthelinkedProfessionalProfile.Thisreplacesanydatayou'veenteredmanuallyfortheperson.SeeKeyPersonBudgetEntriesfor moreinformationoneditingthisbudgetdata.

ManagingAllKeyPersons:ClickingtheManageKeyPersonsbuttonatthebottomofthelistbringsuptheManageKeyPersonsdialogforallpersonnel,includingthe PI,whoseentryshowsasgrayratherthanthegreenbackgroundofotherKeyPersons.ThisisconvenientwhenyouneedtoeditmultipleKey Personswithoutopeningeachoneindividually.

Atthetopofthewindow,youcanchoosewhethertosortbyAlphabeticalOrderorKeyPersonFormOrder.

ClickingtheiconwilltakeyoutotheProfessionalProfilethatislinkedtothatKeyPerson.A iconthatmeanstheyareaKeyPersonon theSubaward.SubawardKeyPersonscannotbeeditedonthePrimeProposal.ClickingEditonSubawardwillmoveyouintotheassociated Subaward,whereyoucanthenedittheirinformation.

IfyouhaveaKeyPersonwhoiscontributingnomeasurableeffort,thenyoucanusethismanagementwindowtoindicatetheirroleasOther SignificantContributor.Todoso,followtheinstructionsaslistedinHowcanIincludeaKeyPersononanNIHproposalwithoutgivingthemEffortand/orSalaryontheBudget?

PerformanceSitesThe Performance Sites form displays the information for all your proposal's performance sites. To access thePerformanceSitesfrom,selectit fromtheformlistontheleftoftheproposal.

Whenaproposalisfirstcreated,theprimaryperformancesite(Project/PerformanceSitePrimaryLocation)willbefilledoutifyouhave selectedaPIoranorganization.Allofthefieldsshownhereareeditable.Clickingtheicontotheleftoftheorganizationnamewilltakeyou totheentitytheperformancesiteislinkedto.Clickingthe iconwillpromptyoutore-autofilltheperformancesiteinformationfromthe associatedinstitutionalprofile.Thiswillreplaceanydatayou'vechangedintheproposalwithdatafromtheprofile.Clickingthe icon besideanyperformancesiteremovesthatperformancesitefromtheproposal.

Forotherperformancesites,youcanseeallthesites'information,orjustthenames,byusingtheexpandallorcollapsealllinks.Youcan alsousetheplusicon totheleftoftheperformancesite'snametoexpandit,andminus tocollapse.Tochangetheorderthatother performancesitesappearin,clicktheuparrowicon ordownarrowicon nexttothesitename.

YoucanaddothersitestoyourproposalbyclickingthepenciliconbelowthePrimaryPerformancesite.

Subaward Performance Sites

Whenyoulinkasubawardtoyourprimeproposal,youcanadditsperformancesitestoyourprime'sperformancesitespage.Todothis, navigatetothePerformanceSitesforminthesubaward,andclickthecheckmarkbesideIncludeinPrime.

Bycheckingthatbox,theperformancesitewillbeaddedtotheprimeproposal.Clickingthe iconwilltakeyoubacktotheprime,where you'llseethesubawardperformancesitelisted.Afterincludingasubawardperformancesiteintheprimeproposal,youwillseethewordsEditinSubawardtotherightoftheperformance siteintheprime.Clickingthatlinkwilltakeyoudirectlytothesubaward,whereyoucanedittheinformationforthatperformancesite.

AddingPerformanceSitesUsually, a primaryPerformance Site is added to the proposal during creationbased on thePI's affiliationor theOrganizationselection.

Ifyou'vealreadyaddedaprimaryPerformanceSite,toaddadditionalPerformanceSitestothelist,clickthe iconontherightbelowthe primaryPerformanceSite.ToaddaprimaryPerformanceSite,clickthe atthetoprightoftheform.Theformsaresimilarexceptthatthe PrimaryPerformanceSiteformonlyallowsyoutoaddonesite,andsuggestslikelysitesautomatically.

Ifyoualreadyhavesomeperformancesites,you'llseealistofsitesthatarealreadyassociatedwiththeProposal,and

howtheyareassociatedwithit:byKeyPerson( ),bySubaward( ),orbyInstitutionalProfile( ).

ClickingAlsoshowavailableInstitutionalProfilesatthetopofthepage,ashasbeendoneinthescreenshotabove,willshowalltheInstitutionalProfilesavailabletoadd.PerformanceSitesthatarealreadyassociatedwiththeproposalwillhaveagreenbackground.ClickingthecheckboxtotheleftofanInstitutionwilladditslocationasaPerformanceSitetotheProposal.Clickingoneoftheiconswilltakeyoutothelinkedentity(Person,Subaward,or InstitutionalProfile).

You can also manually enter a Performance Site under Other Performance Sites by clicking theHand-enter aPerformanceSitebuttonatthetopofthepage.ThiswillpromptyoutoenterallthelocationinformationyouwouldnormallyenterintoanInstitutionalProfile.Whenfinished,justclickAddPerformanceSitetoProposalandyouwillseeitlistedalongwiththeotherPerformanceSites.

HandenteredPerformanceSitesaredesignatedbythe icon.ThisdoesnotcreateanInstitutionalProfile;itonlyentersthedataintothis proposal.

Whenyou'refinished,closethePerformanceSiteAutofillwindow.YoucaneditPerformanceSitesontheformasnecessaryonceyouhaveaddedthem.

BudgetAsinothersectionsoftheproposal,Cayuse424presentsyouwiththebudgetformthattheopportunityhasprovided,andyoucanfillitout asyounormallywould.Therearealsomanyfeaturessuchasautofill,automatedcalculations,budget period replication/escalation, and indirectcostrateselectionstomaketheprocessofcreatingproposalbudgetsfasterandmoreaccurate.

AlthoughCayuse424automatesmuchofthenumbercrunchingandvalidatestheproposalasyouwork,alwaysmakesuretofollowthe instructionsspecifictoyourfundingopportunity.

BudgetPeriodEditorThedatesforyourprojectperiodsmustbeenteredinmanyplacesacrosstheproposal.Inanyprojectperioddatefield,youcanusethe BudgetPeriodEditortomanageyourprojectdates.Clickthe icontoopentheBudgetPeriodEditor.

Youcanselectthenumberofperiods,uptothenumberallowedbytheformincludedinyouropportunitypackage,or10forOtherproposals.UsuallythePeriodlengthis1year,butifyouneedadifferentperiodlength,youcanselect3months,6months,orevencreateacustomperiod.

Withapre-selectedperiod,allthedateswillpopulateonceyouselectthestartdateandthenumberofperiods.Ifyouhaveacustomperiod,youmustselecteachperiod'sstartandenddatemanually.

• Click UpdatePeriodsto apply the changes. • You can also use this to copy budget periods from another proposal, if you know you have a proposal with the same

budget periods, by using Copydates fromanotherproposal...

Ifyouareinaprimeproposalthathasalinkedsubaward,thefollowingmessagewillshow:• Note: Changes to dates and periods apply the same changes to linked subawards. If we have a

subaward IDC rate schedule, budgets are recalculated upon subaward open.

Usingthebudgetperiodeditorautomaticallyappliesthechangestotheperiodtolinkedsubawards,toensurethateverythingstaysinsync.IfthesubawardsalsohaveanassignedIDCrate,budgetcalculationswillautomaticallyadjusttothenewperiodselectionthenexttimethesubawardisopened.

ModularBudgets

Mostopportunitiesrequireadetailedbudgetthatprovidesspecific informationontheallocationofthebudgettodifferent categories of spending.However,NIHopportunitiesmay alsoprovide aModularBudget form (PHS398ModularBudget) forproposalswithupto$250,000 indirectcosts (lessConsortiumF&A)forcertainmechanisms.MoreinformationcanbefoundonNIH'sModularResearchGrantApplicationspage.

InCayuse424,opportunitypackageswithamodularbudgetwillalsohaveadetailedbudgetattached.Bothbudgetswillbelabeledoptional,butyoumustselectonetosubmit.

AlthoughthemodularbudgetisareplacementforthedetailedbudgetatNIH,youmayneedtoprepareadetailedbudgetforyourselfor yourinstitution'sresearchoffice.InCayuse424,youcanfilloutthedetailedbudget,whichincludesmanyhelpfulcalculationtools,andthe numberswillautomaticallyflowintothemodularbudgetform.Ifthisisnotnecessary,youcanalsomanuallycalculateandenterthemodular budgetfiguresdirectlyintothemodularbudgetform.BesuretoseparateoutanySubawardIndirectCostsandenterthemintheappropriate field.

YoucannotsubmitdetailedSubawardbudgetswithaModularbudget.Ifyoucheckthesubawardinclusioncheckboxwhenyouareusinga modularbudget,Cayuse424willdisplayanerror:

Error:[Subawards][NIH] A Subaward Budget Attachment Form may not be included if a modular budget has been submitted. (uncheck one of the inclusion checkboxes)

Proposalsusingamodularbudgetusuallyhaveacertaindollaramountintroducedbytheroundingupprocessfromtheactualtothemodule. IfalocaladministratorhasconfiguredadefaultrateforModularBudgetRoundedDirectCostsintheInstitutionalProfile,atthebottomoftheIndirectCostssection,Cayuse424canautomaticallyapplyanindirectcostratetothisamount.

AutomatedCalculationsAsyouenterbudgetdataineachbudgetperiodandcategory,Cayuse424takestherawnumbersyouenterandcreatessubtotalsand cumulativetotals,andautomaticallyfillsthosenumbersandcalculationsintotheappropriatefieldsonallapplicablepages.

Ingeneral,totakegreatestadvantageoftheautomatedcalculations,youshouldstartfillingoutthebudgetfromthetop,andonlyfillin totalswheretheydon'tautomaticallyappear.

CalculatedFieldsAcalculatedfieldderives its information from other fields where values have been entered directly, or from acalculationperformedwithinthefieldontheenteredvalue.Valuesinthesefieldsareautomaticallycalculatedwhileyouarefillingintheformandarerecalculatedeachtimeyouenterdataintoarelatedfield.Inmanycalculatedfields,youarepermittedtooverwritethecalculatedvalues.Inthosefieldswhereoverwritingispermitted,aredstarappearsnexttothefieldindicatingthatyouhaveover-writtenit.

Caution:If you overwrite a calculated field, the information in that field will not be updated when you change the

information in other, related fields. This can cause your final values to be wrong! Use caution when overwriting calculated fields.

Toreturnafieldwitharedstartoitsnormal,calculatedvalue,simplyremovethenumberyouhavemanuallyenteredinthefield.Thecalculatedvaluewillreappear.

Ifyouarehavingtroublewitherrorsthatareresultingfromout-of-dateautomatedcalculations,runningFinalReviewchecksallformsandfieldsforerrors,andwillupdateanycalculatedfieldsthathavenotbeenmanuallyoverwrittenwithanup-to-datevalue.

PercentageandCurrencyFieldsMostpercentageandcurrencyfieldsinthebudgetonlyallowenteringnumbersPercentagesmustbeenteredasdecimalnumbers(e.g.45.5 or4.5).Dollaramountsshouldbeenteredasnumbers,andwillroundtothenearestdollar.Tosee$10.00,enter10.Ifyouenter10.99,you willsee11inthefield.

Incertainplaces,therearespecialfieldswhichwillaccepteitherdollaramountsorpercentages,suchastheeffortfields(Calendar,Academic,andSummerMonths)andtheFringeBenefitsfield.Inthesefields,enteraplainnumbertogetadollaramount:entering63.5wouldyield$64.Enterapercentagetoseethedollaramountcalculatedbasedon the percentage. Entering 63.5% in the Fringe Benefits field displays a dollar amount equal to 63.5% of theRequestedSalary.

EscalationandReplicationAcommonproblemincreatingbudgetsisthatyouhavetoenterthesameorsimilarinformationacrossallyourprojectbudgetperiods. Cayuse424makesiteasytocopyandevenautomaticallyescalateratesinyourdetailedbudgetsbasedonexpectedfuturecostincreases.

• Replicatecopies budget numbers on selected line items from one budget period to another. • Escalateincreases budget line items by a specific percentage across several budget periods.

Clickonthe icontobringupthedialog.

You'llfirstseethecurrentescalationratesfordifferentbudgetcategories.ThesearesetintheinstitutionalprofilebyanAdmin,butyoucanchangethemwithin theproposal ifnecessary tomeetyourneeds.Click theboxnext toa

categorytoenableescalationforthatcategory.Youcanselectanyorallcategories;there isaselectalllinkatthebottomoftheratelistsoyoucanquicklyselectallthecategories.

Totherightyouseetheoptionsforreplicationorescalation.

Youcanchoosewhichbudgetperiodstheescalationwillimpact.UnderStartPeriod,selectthebudgetperiodyouwant the replication/escalation to start from. UnderEnd Period, select thebudgetperiod youwould like theescalation/replicationtoinclusivelyend on.SelectingPre-EscalateBudgetPeriod1Salaries(onlyenabledwhenBudgetPeriod1istheStartPeriod)willescalateBudgetPeriod1as well,whichisnotescalatedbydefault.ThisisusefulifPeriod1isinthefutureandcostincreasesareexpectedbeforethebeginningofthe period.Clickthe iconforamoredetailedexplanationofthisfunctionality.

Let'ssay,asintheimageabove,BudgetPeriod1isselectedastheStartPeriod,andBudgetPeriod3isselectedastheEndPeriod.Clicking EscalateSelectedCategorieswouldtakethenumbersintheselectedcategoriesfromBudgetPeriod1,andescalatethemthroughBudget Periods2and3accordingtotheBudgetCategoriesselected.ClickingReplicateSelectedCategorieswouldtakethenumbersinthe selectedcategoriesfromBudgetPeriod1andcopythemintoBudgetPeriods2and3.

ReplicationandEscalationalsoaffecttheindirectcostrateselections.Ifyouchangetheindirectcosttypeandthenreplicate,theindirectcost rateselectionwillalsobereplicatedinoutlyingyears.

YoucanalsoreplicateandescalatebudgetsinthebudgetsectionsoftheManageKeyPersonsdialog.

IndirectCost(IDC)RatesIndirectcost(IDC)ratesaresetupintheinstitutionalprofilefortheorganizationbyanAdministrator.Whenyoucreateanewproposal,you aregiventheoptiontosetyourDefaultIDCRateafterselectingyourorganization,asshownbelow.

Oncetheproposaliscreated,theIDCrateyouselectedwillbeappliedtothebudgetitemswheretheinstitutionalprofileassignstheSelected DefaultRate.Ifyoueverneedtochangethisselectedbasedefaultrate,youcanre-autofilltheorganizationatthetopofanybudgetformpageinCayuse424,resultinginthefollowingscreen.

NotethatevenifyouonlywanttoupdatetheIDCrates,youwillreplaceallinformationthathasbeenmodifiedwithintheproposalwiththe defaultinformationfromtheinstitutionalprofile,includingthedescriptionsforitemsF8-F10oftheRRBudget.

Intheproposal,thedefaultratescanbeoverriddenbychoosingdifferentratesfromthedropdownmenuforeachbudgetcategory.The totalsforeachratearesummarizedinSectionHoftheRRBudget.

KeyPersonBudgetEntriesYoucanaccessthebudgetentriesforKeyPersonsfromtheBudgetformorfromtheKeyPersonsformbyusingtheManageKeyPersonsbutton.Theappropriateinformationfromthisdialogwillflowintoeachform.

AppointmentTypeWhenyouareintheManageKeyPersonsdialog,you'llseetheperson'sAppointmentTypeaswellassalaryandfringeinformationforeach budgetperiod.

TheentriesintheAppointmenttypefieldsdeterminewhichsalaryfieldsareavailable.Here,thePI,Campo,hasa12-monthcalendarappointment.TheCalendarSalaryandCalendarMonthsfieldsareenabled,whilethecorrespondingAcademicandSummerfieldsaredisabled,becauseCampodoesnothaveanAcademic/Summerappointmenttype.IfyouneedtochangetheAppointmentType,it'sbesttodosointheperson'sProfessionalProfileandre-autofillthedatatothebudgetusingtherefresharrows,oryoumayendupwithnumbersyoucan'tedit.

EffortandSalaryCalculationsTodeterminetherequestedsalary,youcanusetheperson'sbasesalaryasenteredintheCal.SalaryorAcad.andSum.Salaryfieldsalong withaneffortentryintheMonthsfield.ForourPI,Campo,wecanenter3intheCal.Monthsfield.

Thisautomaticallypopulatestherequestedsalarywiththecorrectamountbasedontheeffort.IfthepersonhasFringeBenefitsenteredin theirprofile,thesewillalsobecalculatedandaddedtothetotalinFundsRequested.

Ifyou'vecalculatedyoureffortinpercentagesratherthandirectlyinperson-months,insteadof3youcouldenter25%.Thiswill immediatelybe converted to the correctnumberofperson-months (using the total appointmentdurationas100%)andthesalarywillbecalculatedaswell.

Ifyouattempttoentervaluesthataretoolarge,you'llseeanerrormessage.Enterthecorrectnumberorpercentagetocorrecttheerror.

KeyPersonBudgetEscalationToarriveatthecorrectrequestedsalaryforallbudgetperiods,youcantypeinthenumbersmanually,butyoucanalsousetheBudgetEscalationtoolforKeyPersons.Clickingthe icontotheleftofthebudgetdataopenstheKeyPersonBudgetEscalationdialog,whereyoucaneithersimplycopytheinformationacrossallperiods,orescalatethebudgetfortheKeyPersonovermultiplebudgetperiodsbasedonexpectedincreasesincompensation.Youcanchoosetherateofescalationandwhichbudgetperiodstheescalationwillimpact.

Pre-EscalateBudgetPeriod1SalarieswillescalateBudgetPeriod1,whichisnotescalatedbydefault.Clickonthe iconforamore detailedexplanationofthisfunctionality.

Selecting EscalateKey Person Over Selected Budget Periodswill perform theescalation.SelectingReplicateKeyPersonWithout Escalationwillcopythesamebasesalaryacrossalltheselectedperiods.

BudgetContinuationPagesFor someproposals, the space provided on the detailed budget pages forSenior/Key Persons andEquipment isinsufficienttoincludeallthenecessaryentries.Toaddressthis issue,we'veaddedtheabilitytoenteranarbitrarynumberoflineitems.IfyouexceedeightKeyPersons(40fortheexpandedversion)or10Equipmentitems,Cayuse424willgenerateandattachpre-formattedcontinuationpageswhichcontaintheoverflowdata.Thetotalwillreflectallthelineitems.

AttachmentsCayuse424allowsyoutoattachPDFdocumentstoyourproposaltoprovideimportantsupportinginformationforyoursubmission.Youcan alsouploadtheoriginalformatofthefile,ifthereisone,tofacilitatemakingchangestothefilelater.Thesesourcefileswillnotbe submitted.

AttachingaPDFDocument:EachareawhereafilecanbeattachedtoaproposalforminCayuse424willshowthenameoftheattachmentpointontheleft,andshow twobuttonsontheright:AddandDelete.Deletewillbedisabledunlessanattachmenthasbeenadded.

Toaddanattachment:

1. Click Addto launch the Upload Attachment dialog.

Note that the default attachment name is based on the attachment point.

2. Click the first Browsebutton to select the PDF file. Browse for and select the file you want to attach from your computer, drive, or network.

3. If you want to add a source file as well, click the second Browsebutton and find the source file to include. 4. If you need to change the name of the attachment (for example, if agency policy requires a particular attachment

name), edit the text in the Name field. 5. Click Upload. 6. The document(s) will be uploaded, and you'll see links you can click on to review them. Click pdfto view the PDF,

and click srcto view the source file.

Cayuserecommendsreviewingattachmentsafteruploadtoensuretheuploadcompletedsuccessfully.

ClickingDeletewillremovebothfiles. Ifyouwanttoreplace justonefile, justselectAddagainanduploadanewdocumentinplaceoftheexistingone.

FileFormats:Cayuse424cansubmitonlyPDFdocumentsasattachments.Youcanuploadandattachasourcefileforyourrecords,butonlytheattachedPDFswillbesubmitted.PDFfilescontainingactiveformfieldscannotbeuploaded,toavoiderrorswhentheproposalissubmittedthroughGrants.gov.SeeGrants.govandAgencyPDFRequirementsforinformationoncreatingPDFs,'flattening'PDFs,andmeetingotherGrants.govandagencyrequirements.

Whatifmyopportunityspecifiesanon-PDFformat?Agencieswillsometimesrequestdocumentsinotherformats,orevenrequestactivePDFforms.Inmanycases,theywillacceptaflatPDFversionofthefilecontainingtherelevantinformation,aslongastheoriginalfilecanbeprovidedonrequest.Inthesecases,CayuserecommendssubmittingthePDFviaCayuse424andincludingthesourcefileintheproposalforlateruse.Thesourcefilewillnotbesubmitteddirectlytotheagency,butcanbesentseparatelyifneeded.

Inrarecases,anagencymayrequiresubmissioninanotherdocumentformat.Whilenormaluserswillbeunabletoupload non-PDF attachments, a local System Administrator can upload non-PDF attachments by following theAttachingNon-PDFFilesguide.

If the agency is requesting submissionof a PDFbut requires that it containactive form fields, contact your localadministratortohelpyouwith thatprocess,orcontactSupport.

AttachingBiosketchesBiosketches are usually uploaded and attached to Professional Profiles as described in Managing PersonalInformation.However,theycanalsobeattacheddirectlytoproposals,aswithanyotherproposaldocument.

AttachingLettersofSupportYoumayuploadLettersofSupporttotheResearchPlanpageandchecktheinclusionbox.IfyouhaveseparatePDFsofseverallettersof support,clickAppend.Cayuse424addstheappendedPDFsontotheexistingPDF.Thisavoidsanyissueswithbundling.

AppendicesYoumayattachuptotenPDFsinthissection;although,ifyouaresubmittingaproposaltoNIH,youshouldfollowthenewguidelines regardingthecontentoftheappendices.

Grants.govandAgencyPDFrequirementsBothGrants.govandcertainagencies,particularlyNIH,haveguidelinesforattachmentformatandcertainPDF-specificrequirements.Cayuse recommendscomplyingwithGrants.govandagencyguidelineswheneverpossible,andalwaysverifyingthecontentofyourproposalafter submissiontoensurethatitwastransmittedcorrectly.

CreatingPDFsIfyouneedtocreateaPDFfromanotherdocuments(includingcreating'flat'PDFsfromPDFswithactivefields),youcanuseaPDFcreation utility,eitherastandaloneprogramsuchasthoserecommendedbyGrants.gov,orbuilt-infeaturessuchasthe"SaveasPDF"featureinMac OSXandinMicrosoftWord2007andlater.Ifyouareusingastandaloneprogram,simplyprintingthedocumenttoPDFagainafteropening itintheprogramisusuallyenoughtoflattenactivefieldsaswellascommentsandstamps(seebelow).

Cayuse424willautomaticallychangespecialcharacters(suchas&,-,*,%,/,#,periods,spaces,andaccentedcharacters)inPDFfilenamesto underscores,sonoalterationsshouldberequired.Attachmentnamesshouldbenolongerthanfifty(50)characters.

Note:When attaching a document, be sure that you do not attach a blank document by mistake.

NIH(eRACommons)PDFRequirementsIn addition to the requirements for submission through Grants.gov, the NIH has extensive recommendations forsuccessfulPDFsubmission. CayusesuggeststhatyoupayspecialattentiontoGuidelines2,3,6and7:

• Avoid bundling' multiple PDFs into a single file. For instructions on attaching Letters of Support, see below. • Avoid producing PDFs by scanning printed documents. Use recommended PDF creation software instead. • Disable any security features such as encryption or password requirements. • Do not attach PDFs that contain "stamps" (commonly used for signatures) or other comments. Such PDFs may not be

correctly transmitted to the eRA Commons, or may cause errors in other attached documents.

TheNIHalsorequiresspecialpreparationfortheResearchPlanattachment.Cayuse424providesatooltomakethispreparationeasierby allowinga singledocument tobe "exploded" into individual sectionduring theattachmentprocess.SeePreparingtheResearchPlanformoreinformation.

PreparingtheResearchPlanforNIHProposalsUnlikeotherAgencies,NIHrequiresthattheresearchplanbesubmittedasseparatePDFfiles,eachcontainingspecificdocumentsections.

Cayuse424givesyoutheoptiontouploadeachsectionseparately,oruploadacompositePDFcontainingalloftherequiredsections.Ifyou wouldliketouploadacompositePDF,formattheresearchplanasdescribedbelow.Thefollowingsectioncontainsinstructionsonhowto attachacompositeResearchPlandocumentanduseCayuse424toseparateeachsectionofthedocumentintoindividualPDFs,asrequiredby NIH.TocreateaResearchPlanwithconsistentstyles,footnotes,andbibliography,NIHrecommendspreparingitasasingledocument.

TheexactprocedureyoufollowtogenerateyourPDFdependsonyourwordprocessor,operatingsystem,andPDFgenerationcapabilities. UsingyourPDFcreationtool,createasinglePDFcontaining:

• Section headings that follow the NIH naming conventions • Page breaks at the section headings • No page headers or footers

WhilethestandardpagelimitsfortheResearchPlanarestillineffect,NIHrealizesthatsplittingtheResearchPlanintotheseseveralPDFscan resultinthetotalnumberofPDFpagesexceedingtheopportunitypagelimit.This is acceptable to NIH but you are strictly limited in the amount of text!

Note: Save a Word Document as PDF

• Windows: In Word 2010 and later, click Save As and set the file type to PDF to save the document as a PDF. o If you are using Word 2007 you can download and install the "Save As PDF" feature from Microsoft and use

it to generate your PDF. o Alternately, you can use Adobe Acrobat to produce the PDFs, if you have it. Other options include CutePDF

Writer (freeware) and other technologies mentioned by Grants.gov. • Macintosh OS X: In OS X you can use the <Save as PDF> button on the print dialog to generate a PDF.

Because the "Exploder" upload software now adds bookmarks to the PDFs, you do not need to use the "Add Bookmarks" utility.

AttachingtheResearchPlanCayuse424hasaspecialtoolbuiltintotheResearchPlanpage,calledthe"Exploder."TheCayuse424ExploderexpectsasinglePDFfilewith therequiredsectionheadingsandpagebreaks.AswiththeBiosketchPDFs,thePDFmustomitheaderandfooterinformation,complying withNIHrequirements.

InCayuse424,theExploder:• allows you to upload a single PDF, • "explodes" the PDF into sections, • attaches each section to the correct location in the proposal.

ToattachandautomaticallyexplodetheResearchPlan:1. Go to the Research Plan page 2. Click Addnext to the "0. Composite PDF" field. 3. Browse to and select the PDF file, and, if desired, the source file. You may upload both the PDF and the original word

processing document if you wish. Only the PDF is submitted with the proposal, but the source document can be uploaded for safekeeping and subsequent revision.

IfyouuploadaproperlyformattedResearchPlan,theCayuse424Exploderwill:

• add PDF bookmarks, which mark the start of each top-level section • display a Feedback window listing the found section headers • attach known sections on the Research Plan Page • attach the Bibliography on the Other Project Information Page • attach the Commercialization Plan on the SBIR Page (when appropriate)

Youmayupload thePDF asmany times as youneed to, but be aware that eachuploadoverwrites thepreviousuploadedPDFand theattached sectionsderived from it. TheTargeted/PlannedEnrollment, InclusionEnrollment,LettersofSupport,andtheAppendixarenotaffectedbymultipleuploads.

ValidationsCayuse424validateseachproposalagainstthepublishedfundingopportunityrules,Grants.govschemarequirements,andotheragency-specificrules.

Thevalidationmessagesyouseedependonthevalidationtypethatisselected.UsuallyCayuse424will selectthecorrectvalidationtypefor you,butifyouneedtochangeit,seeChoosingaValidationType.

Thecurrenttallyoferrors,warnings,and infotipsisshownontheError/Warning/Infobuttonatthebottomoftheproposalnexttothe validationtypeselection.ClicktheError/Warning/Infobuttontodisplaythelist.

Theformatofthevalidationissuesisfollows:

• TypeofIssue: [Location of Issue][Agency] Issue description.

Thelocationoftheissueindicatestheformwheretheissueis.Iftheissueisagency-specific,theagencynameappearsin the second set of square brackets.Otherwise, the issue is aGrants.gov validation issue that applies across allagencies.Ifthedescriptioncontainsabluelink,youcanclickonthelinktobetakendirectlytothelocationoftheissue.

If[Cayuse]appearsinthesecondsetofsquarebrackets,thevalidationissuerepresentsgeneralbestpracticesingrantcreation.MostCayusevalidationsareinfotips.

ErrorsErrorsindicateseriousissuesthatmaypreventsuccessfulsubmissiontoGrants.govoracceptancebytheagency,usuallyinvolvingrequired questions,fields,orattachments;ortheymayindicateinconsistenciesbetweendifferentpartsoftheproposal.

Resolving errors before submission is generally very important since they can prevent successful submission. Inparticular,errorswithnoagencynamewillpreventsuccessfulsubmissionoftheproposaltoGrants.gov,andmustbe resolved prior to submission. However, if your opportunity instructions are different from the validationrequirementsyouareseeing,consulttheKnowledgeBasearticleentitledI'mgettingerrorsorwarningsatthebottomofmyscreenthatcontradictmyopportunityinstructions.

Warnings

Warningsarerecommendationsthatwillnotstopsubmission,butremindyouaboutpotentiallyimportantitemstoincludeorissuestoresolve.Warningshighlightsituationsthatmaycauseproblemswhenyourproposalarrivesattheagency. Inmostcases,wesuggest thatyou followthewarningsgivenbyCayuse424,but ifyouropportunityhasdifferentrequirements,followtheinstructionsprovidedforyouropportunity.

Info

Info tipsare reminders that specifically targetbestpractices.Theirgoal is tomakesureyourproposalhasall theelementsdesired,suchascoverlettersandotheroptionalattachments.Disregardinginfotipswillnotusuallycauseseriousissues,butyoushouldalwaysfollowyouropportunityinstructions.

ForNIHproposals,CayuserecommendsyoureviewtheNIHwebsitesonPreparingandApplying.

Note:If you are submitting a subaward and are seeing Info tips recommending documentation in the prime, see Subaward Validations.

ValidationsforMulti-ProjectProposalsMulti-Projectproposalsarenotjustvalidatedonanindividualbasis,butalsoonanentireprojectbasis.Toseealistofthevalidationsthat Cayuse424runsagainstMulti-ProjectProposals,takealookatValidationofMulti-ProjectProposals.

TrackingProposalsCayuse 424 offers several tools allowing you to control access to proposals and track their progress throughdevelopmentandsubmission.Thosetoolsareaccessedonthetoolbarintheupperrightcorneroftheproposalscreen,orunderProposalManagementlocatedbelowtheformslistontheleftsideofthescreen.

IconsEachoftheProposalManagementtoolsismarkedbyanicon.Thefollowingtableillustratestheiconforeachtoolanddescribeswhatthat tooldoes.

ElectronicSubmission.Click on the yellow lightning bolt to validate andsubmitthe proposal. If the proposalhasalreadybeensubmitted, youcanretrieve submission information.

ProposalHistory.Opensthe ProposalHistoryscreenwhereyoucanview anoverviewoftheproposalaswellasthehistoryofeditsandotheractivitiesontheproposal.

Export.SendsyoutotheProposalExportscreenwhereyoucanvalidate,name,andexporttheproposaltoanotherCayuse424system.

PermissionsProposalpermissionsinCayuse424allowyoutocontrolaccesstoyourproposals.Bydefault,thecreatorofaproposalandtheSystem Administratorshaveaccesstotheproposal.Dependingonyourinstitution'sCayuse424configuration,thePre-AwardAdminsmayalsohave automaticaccesstoyourproposal.SomeinstitutionsalsomakeuseoftheRead-onlyReviewerrole.Peoplewiththisrolecanseeandreview allproposalsinthesystem,butcannotmakeanychanges.

Otheruserscannotseeoreditaproposalunless theyaregivenpermissions todoso.Tograntsomeoneparticularpermissionstoaproposal,therearetwopermissiontypesthatyouneedtohaveyourself.

ViewingCurrentPermissions

1. Open the proposal. 2. Click the icon in the upper right corner, or in the left sidebar under Proposal Management, to go to the Proposal

Permissions.

TheProposalPermissionsscreenlistsuserswhohaveaccesstotheproposal,andindicateswhattypeofaccesstheyhave.Thislistonlyincludesuserswhohavebeengivenaccessthroughthisscreen,notalltheuserswhocanseetheproposalbecauseoftheirAdministratororReviewerstatusortheirpresenceintheroutingchain.

Inordertoeditthelist,youneedtohaveAdministratorpermissions,oryoumustappearinthelistwiththeChangePermissions,AddUser/Group,orRemoveUser/Groupboxeschecked.Ifyoudon'thavethesepermissions,youwon'tbeabletoaddorremovepeoplefromthepermissions,orchangewhichpermissionstheyhave.

AddingaUser

1. Click the Adduserbutton. 2. Select a user from the list, or search for another user by their name or username. Use ShowAllto show all users. The

user is added to the Proposal Permissions. If the user is grayed out, they have already been added to the permissions.

3. Close the selection window by clicking the Close.

EditingPermissionsOnceyou'veaddedsomeonetothepermissions,youcanchangetheirpermissions(ifyouareallowedtodoso)bycheckingandunchecking theboxestogivethemtherightlevelofaccess.

PermissionTypes

Permission Meaning

List Canseetheproposalinlists,butcannotopenitforreview.

Read Canseetheproposalinlistsandopenitforreview,butnotmodifyorprintit.

WriteCanopenandedittheproposal. (TheFinalReviewactionrequiresthispermissionbecause itrecomputesvaluesthroughoutthe proposal.)

Delete Candelete theproposal.

ChangePermission

Canchangepermissionsforthisproposal, includingtheirown. (Thispermissionessentiallyallowscompletecontrol.)

Add/RemoveUser

Canaddorremoveauserfromtheproposal'spermissions(butnotmodifywhichpermissionsaregranted).

Attach Canuploadattachmentstotheproposal.

Print Canprinttheproposal.

Submit CanelectronicallysubmittheproposaltoGrants.gov.

BreakLockCantakewriteaccessawayfromanotheruserwhoiseditingtheproposal.(Usethispermissionwithcaution;breakingthe lockcanresultinthe lossofunsaved changes.)

RemovingaUserOnceauserhasbeenaddedtoaproposalyoucandeterminehowmuchaccesstoprovidebyeditingthepermissions(ifyouareabletodo so).Ifitisnolongerappropriateforausertohaveanyaccessthentheycanberemovedfromtheproposalentirely.

Toremoveproposalpermissionsfromauser,clickthedeleteicon nexttothenameintheProposalPermissions.Theuserwillnolongerbe abletoseeoraccessyourproposal.

PairedProposalsPermissionsforpairedproposalsaresetinCayuseSPandsyncedtoCayuse424.IfthereareexistingpermissionsonaCayuse424proposal, thosepermissionswillbeoverwrittenbythepermissionsfromCayuseSPwhentheproposalispaired. Note:If a Cayuse 424 user's write permission is removed while they are editing a proposal, they will only be able to edit and save on the page they are working on. When they navigate away from that page, the removed write permission will be recognized and they will no longer be able to save changes.

ProposalHistoryToaccesstheProposalHistoryfromanyproposalscreen,findthe iconatthetoprightcorneroftheproposal,orclickProposalHistoryatthebottomoftheleftsideproposalformslist.

TheproposalactivityloggedincludestheDate/Time,usernameandasummaryforthefollowingactions:

• Create Proposal • Upload Attachment • Delete Attachment • Save Proposal (which includes form changes) • Approve/Retract Proposal (routing comments are logged) • Validate Proposal

Thischangehistorycanfilteredorexportedasa.csvfile.

TheProposalHistorycanbefilteredbydatetonarrowtheshownresultsandlocateaparticularentry.ThispagealsocontainsaProposalOverviewthatsummarizesidentifyinginformationabouttheproposal.

Note:Any user with view access to the proposal can see the Proposal History.

SubmissionTosuccessfullysubmitaproposalfromCayuse424toGrants.gov,theproposalmustbecompleteandmustconformtoGrants.govand agencyrequirements,includingtheformdataandattachments.

ToaccesstheElectronicSubmissionareaoftheproposal,opentheproposalandclickthe iconalongthetoporintheleftsidebar.

The Electronic Submission informationhas three sections:OpportunityDetails, Proposal SubmissionHistory, andElectronicSubmission.

OpportunityDetails

Bydefault,theOpportunityDetailsarehidden.Toshowthem,clicktheplussignnexttoOpportunityDetails.Thisisaquickwaytoverifywhich opportunitytheproposalwascreatedwith,andgetinformationsuchastheAgencyContactandClosingDate.

ProposalSubmissionHistoryIftheproposalisindevelopmentandhasnotbeensubmittedpreviously,theSubmissionHistorywillbeempty:

Onceaproposalhasbeensubmitted,thetrackingnumber,submissiondate,andwhosubmitteditwillappearhere:

Ifyouclickonthetrackingnumber,thestatusoftheproposalintheportalwillberetrieved,andyoucanfindoutwhetherithasbeenvalidatedandwhethertheagencyhasretrievedit.Oncetheagencyhasretrievedtheproposal,iftheagencyhasitsownelectronicportal,suchastheNIHeRACommonsorNSFFastlane,theproposalshouldappearthere,andthePIwillbeabletoreviewand/oreditthemtoensurethatthetransmissionwassuccessfulandaccurate.

Ifthestatusthatisreturned isRejectedwithErrors,theproposalwasreceived,buttheportalrejected itforsomereason,commonlythatit waspastthedeadline,ordidnotpassvalidations(seebelow).Ifyouhaveanyquestionsaboutthis,especiallyifyoumayneedtoresubmitto meetyourdeadline,pleasecontactSupportimmediately.

Ifthemessagefieldindicatesthatthesubmissionwasnotsuccessful,and/oritdoesnothaveaGRANTtrackingnumber,thentherewas probablyanerrorofsomesortintransmission.SeeTroubleshootingbelow.

ElectronicSubmissionThisiswhereyousubmitaproposalthathasbeenfullyandcorrectlyprepared.IfyourinstitutionusesCayuse424'selectronicrouting,the proposalmustalsobesuccessfullyroutedandapprovedbythefinalapprover,usuallyanAOR.Eachinstitutionhasitsownpoliciesand proceduresforroutingandsubmission.Besureyouarefamiliarwithyourinstitution’sprocessbeforeproceedingwithsubmission.

Thetargetforthesubmissionisshown(usuallyGrants.gov).

Beforesubmitting,westronglyrecommendthatyouverifythattherearenoerrorsshownintheErrors/Warnings/Infosection,thenclickValidateProposal.

ThischecksyourproposalforboththeusualtypesofvalidationerrorsanderrorsintheconstructionoftheXMLdatathatissubmittedtoGrants.gov.TheXMLvalidationsarenotrunduringproposaleditingbecausetheXMLchangesrapidlyasyouenterdata,sothisisanimportantsteptocatchpotentialerrors.

IfthereareanyproblemswiththeXML,you'llseethefollowingwarning:

Thiswillbefollowedbytheerrorcountandadescriptionofeacherror.Ifyoureadtheerrordescriptionscarefully,youcanoftenunderstand whattheproblemis.However,ifyouarehavinganytrouble,orifyourdeadlineisapproaching,contactSupportrightaway.

Ifyourproposaliserrorfreeafterrunningthevalidationsyouwillgeta"NoProblemsDetected"report.

Atthispoint,youarecleartoclicktheValidateandSubmit toGrants.govbuttonandtheproposalwillbesenttoGrants.gov.

TroubleshootingTheS2Ssubmissionprocessisnormallyverystable.However,usersveryoccasionallyexperienceconnectivityproblemswhensubmitting proposals.This ismore commonduring heavyusage times around deadlines,and it does notnecessarily mean that the transmission of your applicationhasfailed.Intheeventthatananomalyoccurs,werecommend:

• Checking your email for a Grants.gov Receipt email containing the GRANT tracking number; • Checking your email for a Grants.gov Acceptance or Rejection email containing the GRANT tracking number; • If you're seeing "Check Status" in place of your GRANT tracking number, clicking the link to see if the GRANT

tracking number populates.

IfyouhavenotreceivedaGRANTtrackingnumberafterfollowing thestepsabove,contactCayuseResearchSuiteSupport.

SubawardsInCayuse424,asubawardisessentiallyasimplifiedproposalwhichcontainsonlyadetailedbudget,aPerformanceSite form, and a simplified Key Persons form (withno slot for PI). Like a prime proposal, subawards canuseprofessional profiles, institutional profiles and indirectcostratesspecifictotheproposingorganizationiftheyareavailable.

SubawardsinCayuse424maybestandalone,ortheymaybelinkedtoaprimeproposal.Standalonesubawardscanbeviewedinthe Proposalstab,whilelinkedsubawardsaredisplayedintheSubawardstab.

TheSubawardstabappearsatthetopofCayuse424justtotherightoftheProposalstabwheneveryouareviewingaprimeproposalthat hasatleastonelinkedSubaward.

Thetabshowsallthesubawardsforthecurrently-openproposal.

Inbothcases,you'llseesimilarformswhenyouaccessthesubaward.

MostCayuse424customerscanalsoimportsubawardsthatwerecreatedinanothersystem(eitherSubawards.com,Adobe,oranother instanceofCayuse424)andexportsubawardsforusebyotherCayuse424customers.

NavigatingSubawardsNavigatingasubawardproposalisessentiallythesameasnavigatinganyotherfederalproposal.Refertothelinksinthatsectionfor informationoneditingKeyPersons,PerformanceSites,andthebudget.TheprimarydifferenceisthatthePD/PIslotisnotavailableina subaward(sincethatroleisoccupiedbyapersonontheprimeproposal).

Whenyouopenastandalone(unlinked)Subaward,itopensintheProposalstabandbehaveslikeanyotherproposal.Whenyouopenalinked subaward,youwillseethehighlightedconnectioninthenavigation"breadcrumbs."

Thesebreadcrumbsallowyoutoeasilynavigatebetweenaprimeproposalanditslinkedsubawards.ClickingPrimewillmoveyoutothe primeintheProposalstab,whileclickingLinkedSubawardswillmovetoyouascreenwhereyoucanselectanyofthesubawardslinkedto theprime.EnteringSubawardDataSubawardsthatarelinkedtoaprimeproposalcandisplayKeyPersons,PerformanceSites,andbudgetdatawithintheprime,butthedata mustbeeditedonthelinkedsubaward.Theprimewilldisplaythedataasgrayed-out,meaningthatitisnoteditable,andwillshowanEdit onSubawardbutton.Clickthisbuttontomovedirectlytoeditingthisdatainthesubaward.

InversionsofCayuse424priorto4.2,itwaspossibletoeditsubawarddataintheprime,butthisisnolongerpossible.Subawarddatais noweditedwithinthesubawardandautomaticallysynchedbackintothelinkedprime.

LockingtheSubawardJustaswithaprimeproposal,whileyouareeditingasubawarditwillbelocked,preventinganyoneelsefrommakingeditstoit,andany associatedproposalswillalsobelocked,boththeprimeand allothersubawardslinkedtothatprime.Thiswillpreventanyoneelsefrommakingchangestoanylinkedprimesorsubswhileyouareworkingwithineithertheprimeoritssubs.Thispreventsconflictsbetweendifferentversionsofthedata.

SubawardBudgetAttachmentFormToviewoverviewdataforallyourlinkedsubawards,navigatetotheSubawardBudgetAttachmentFormintheprimeusingtheform navigationlistontheleft.Thisformshowsthefollowingscreen:

You'llalsoseedatafromanyworksheetrowsthathavebeenadded.

Usingtheplussymbolnexttoeachsubaward'sname,youcanexpandittoseeallbudgetperiods.Inthescreenshotabove,Universityof Denverhasbeenexpanded,whileCayuse,Inc.iscollapsedtoshowjustthetotal.

Withineachsubaward's area,youcanuse the icontounlinkthesubawardfromtheprime.Clickingthegearicondisplaysadialogallowing youtoselectKeyPersonsandPerformanceSitesfromthesubawardtoincludeintheprime.

InactiveBudgetPeriodsThecheckboxesnexttoeachbudgetperiodindicatewhetherthosebudgetperiodsareactiveorinactive.

Makingabudgetperiodinactiveremovesitfromthebudgetcalculationsthatfactorintotheprime.Tomakeabudgetperiodinactive,go intothesubawardbyclickingonitsname,andthenchecktheInactivebudgetperiodboxintheupperrightcornerofthebudgetform.

Inactive Budget Periods – NIH: NIH applications must not have any inactive subaward budget periods. All subaward budget periods must be completed with the necessary information per Guide Notice NOT-OD-15-073. For a list of the specific fields that must have data in them when entering an inactive subaward budget, please refer to our Knowledge Base for a detailed explanation of this issue.

Seealso:Createasubaward,importasubaward,linkanexistingsubaward,oraddworksheetrows. SubawardValidationsIngeneral, validations insubawards work the samewayas validations inanordinaryproposal. Subawards showvalidationsinthe Error/Warning/Infoboxatthebottomoftheproposalfortheincludedforms,includingtheKeyPersons,PerformanceSites,andBudget.

Linkedsubawardsreflectthevalidationtypeofthelinkedprimeproposal,whilestandalonesubawardscanselectanyavailablevalidationtype.Theerrorsandwarningsshownwillreflectthevalidationtypeselected.

Whenasubawardislinkedtoaprimeandthereareerrorsinthesubaward,theprimealsodisplaysasingleerrorforeachlinkedsubaward indicatingthenumberofissues.

ThiserrorisaCayuse424error,butitisonethatyoumusttakeseriously.Ifthereareerrorsinyoursubawardthatwill

preventsuccessful submission,youmustresolvethosebeforesubmittingtheproposal.

AsimilarWarningentrywillbedisplayedifthesubawardhaswarnings.Warningshighlightimportantitemstoincludeorissuestoresolve,orsituationsthatmaycauseproblemswhenyourproposalarrivesattheagency,soyoushouldattendtothewarningsinthesubawardandresolvethemappropriatelybeforesubmission.

Theseerrorsandwarningswillalsobehighlightedwhenyouvalidatetheprimeproposalpriortosubmission.

Ifyouareseeingthisnotewhenvalidatingpriortosubmission,besuretoresolvetheissuesbeforeproceedingtosubmittheproposal.

InfoTipsintheSubawardOn occasion, an Info tipmay appear in a subaward recommending that you review your prime proposal for theinclusionofcertaininformationordocuments.ThisoccurswhenyouhaveentereddataintheSubawardthattriggersarequirementforadditionaldocumentation

intheprime.SinceCayuse424cannotverifytheprimeproposalinformationfromthesubaward,itsimplypresentstheinfotip.Theseinfotipsmustbetakenseriouslysinceabsenceoftheappropriatedocumentationcancausetheproposaltoberejected.

CreatingSubawardsTherearetwowaystocreatesubawardsinCayuse424:onefromtheProposalstab,whichcreatesastandalonesubawardthatisnotlinkedto anyprimeproposals,andonefromwithinaprimeproposal,whichcreatesasubawardlinkedtothatprime.

To facilitatecreationofa subawards, it'sbest if there is alreadyaninstitutional profile for thesubcontractorandprofessionalprofilesforthe subcontractKeyPersonswithinstitutionalassociationstotheinstitutionalprofile.Ifyoucan'tcreateaninstitutionalprofile,youshouldcontact yourlocaladministratorstohaveonecreated.Ataminimum,theprofileshouldhaveanOrganizationName,aDUNSnumber,andatleastone namedIDCratewithastartdateestablishedfortherate.

CreatingaLinkedSubawardIfyoualreadyhaveaccesstotheprimeproposalyouwanttolinkasubawardto,thenitiseasiertocreateyournewsubawardfromwithinthe prime,whereitwillbeautomaticallylinkedandwill inherittheprime'sbudgetperiodstructureandvalidationtype.

1. Access the prime proposal. 2. Navigate to the Subaward Budget Attachment form. 3. Click the Create Subaward button.

4. This will bring you to the following dialog:

5. Enter a name for the subaward. 6. Select the applicant organization from the dropdown list. This is optional, so if your organization is not yet available

as an institution, you can add it later. 7. Select the number of Budget Periods. 8. Enter a due date for the Subaward. 9. Click Create Subaward.

You'llbetakentotheSubawardstabtoedityournewsubaward.

CreatingaStandaloneSubawardAnysubawardisintendedforeventualinclusioninaprimeproposal,butthatprimemaybeatanotherinstitutionormaynothavebeen createdyet.Inthesecases,astandalonesubawardcanbecreatedratherthancreatingasubawardfromwithinaprime.

1. Navigate to the Proposals tab at the top of the Cayuse 424 interface.

2. Click Create Proposal . You'll see the initial Create Proposal dialog:

3. Select Subaward Proposal and click Create. You'll see the Create New Subaward dialog:

4. Enter a name for the Subaward.

5. Select an Organization from the dropdown menu. This is not required, so if your organization is not yet available as an institution, you can add it later.

6. Select the number of Budget Periods. 7. Enter a Due Date for the Subaward. 8. Select the validation type. If you don't know it, don't worry, it can be changed later. 9. Click Create Subaward.

Whendone,youwillbetakenintothesubawardandwillbeabletoeditthesubawardandadddata.

ImportingSubawardsCayuse424canimportsubawardproposalsfromexternalsources,makingiteasytoedittheminCayuseusingallthetoolsyouareusedto. Therearethreesourcesforimportablesubawards:

• Stand-alone subawards created within Cayuse 424 by a user at another institution. • Subaward proposals created on Subawards.com. • Adobe subawards (extracted from the Abode application packages).

Toimportasubaward,yourcollaboratormusthavepreviouslysenttoyoutheexportedfile,anditmustbeaccessibletoyouoneitheryourcomputer'sharddriveorasharednetworkdrive.

Aswithcreatingasubaward,youcanimportasubawardsothatitislinkedfromtheprimealready,orasastandalonesubaward.

ImportingaLinkedSubaward1. Navigate to the Subaward Budget Attachment Form in the left panel of the prime proposal.

2. Click the button in the upper right. 3. Select a name for the subaward, and navigate to the location of the subaward file on your computer or shared drive.

4. Click ImportSubaward. You'll see a screen showing the budget periods of the prime and subaward.

Note:NIH no longer permits subawards that do not have the same number of budget periods as the proposal.

5. If any action is necessary to reconcile the budget periods, a message about that action will be shown; otherwise, the dialog will indicate that no action is necessary.

6. Use the arrows to align the budget periods appropriately. 7. Click Link in Subaward (or Cancel if you need to make additional modifications before import). 8. You'll see a report about Importing Key Persons and Performance Site data.

9. Click Finish.

Thesubawardproposalwillbelinkedtotheprimeproposalfromwhichyouimportedit,andwillautomaticallyopenforediting.

ImportingaStandaloneSubaward1. Go the Proposals tab.

2. Click the button at the top of the screen. This will launch the Import Proposal dialog. 3. Type a name for the subaward into the empty text field, click Browse, and navigate to the location of the subaward

file on your computer or shared drive:

4. Click Import.

Thesubawardwillopenforediting,andyou'llbeabletoseeitintheProposalsListasyouwouldanyotherproposal.IfyouhaveimportedanAdobesubawardandarewonderingwheretheBudgetJustificationis,seetheKnowledgeBasearticleentitledI importedanAdobesubawardandIdon'tseetheBudgetJustification.Wherediditgo?

ExportingSubawardsIfyouareworkingonasubawardproposalthatisforanotherinstitutionthatusesCayuse424,youcancompletethesubawardwithin424andexportitforusebytheotherinstitution.Theexportprocesscreatesa.cayusefilecontainingthesubawarddata,whichcanbeimportedby theothercustomer.

Only standalone subawards canbe exported. Linked subawards cannot be exported, since a linked subaward isintendedforsubmissionwith itsassociatedprime.

Toexportasubaward:1. Open the subaward proposal from the Proposals List. 2. Select the button in the upper right gray bar, or in the lower left Proposal Management area.

3. On the Subaward Export screen, give the subaward file an informative name.

4. Click ValidateSubawardto ensure that there are no errors before exporting. 5. Click ExportSubaward. 6. You'll be prompted to open or save the .cayuse file. Save the file to a convenient location on your computer.

Youwon'tbeabletoopenthefileyourself. It'saspecialfileformatthatcanonlybeopenedbyCayuse424.Aftersaving the file, just send it directly to your collaborating institution so that they canimportthefileasasubawardproposal.

LinkingSubawardsTheprocessofattachinga subaward toaprimeproposal is called linking.Whena subaward is linked toaprimeproposal, itwill be submittedwith thatproposal, andwill alsodisplaywith thatproposal in theProposals List.Aproposalwithattachedsubawardswillbeindicatedbya+or-besidethePrimeproposal.Asubawardcanonlybelinkedtooneprimeproposal.Whentheprimeproposalisopen,thesubawardcanbeopenedfromtheSubawardstabanditsinformationisincludedontheSubawardBudgetAttachmentForm.

InformationTransferFromLinkedSubawardstothePrimeWhenasubawardislinkedtoaprimeproposal,thefollowingdatatransferoccurs:

• Any Key Persons or Performance Sites on a linked subaward proposal are automatically copied into the Prime. • The subaward's total costs (direct + indirect) for each of the budget periods are added into Item F.5

(Subawards/Consortium/Contractual Costs) in the R&R budget. • The subaward Indirect Cost is added to the Direct Cost to obtain the Total Cost for each budget period. • The prime's Indirect Costs on the subaward will be added to the Indirect Base for one of the named rates that you

specify. This appears on page 3 of the Detailed Budget in an extra field called AllocatedIDCBasedesigned for this purpose. A sample is shown below.

Note that you can use this Allocated IDC Base field even if you do not use the Subaward Budget page.

SubawardKeyPersonsandPerformanceSitesAllKeyPersonsandPerformanceSitesonasubawardproposalthatislinkedtoaCayuse424primeproposalareautomatically copied into the Prime,but youcanchoose to exclude them byunchecking the Include in Primecheckbox(es)intheupperrightofthesubaward'sKey PersonsandPerformanceSitesforms.Toaddthemback,returntothesubawardandchecktheboxagain.

PermissionsforLinkedSubawardsPermissionsforlinkedsubawardsaregovernedbytheprime.SincethesubawardcannotbedirectlyeditedwithoutopeningthePrime,everyonewhohadwriteaccessonthesubawardwillnolongerhavethatpermission,andthosewithwriteaccessontheprimewillbeabletoopenandeditthesubaward.

ValidationTypeLinkedsubawardshavethesamevalidationtypeastheirlinkedprimeproposal.

LinkingtoaPrimeIfyouhaveimportedasubawarddirectly intotheProposalsList,orotherwisedevelopeditwithinCayusewithoutlinkingtoaprime,youwillneedtolinkittoaprimeinorderforitsdatatoattachtothatproposal.

First,opentheintendedprimeproposal,andgototheSubawardBudgetAttachmentFormwithinthatproposal.Atthetopofthatformyou'llshouldseethefollowingoptions:

Click the LinkSubawardbutton. You will see the following dialog:

SelectthesubawardfromthelistofallunlinkedsubawardscurrentlyexistinginyourinstanceoftheCayuse424system.

Whenyouselectthesubawardyouwanttolink,thebudgetperiodsofthePrimeandtheSubawardwillbecomparedbelowit,allowingyoutoseehowtheymatchup.Ifthesebudgetperiodsdonotperfectlyalign,thosewithinthesubawardwillbeautomaticallymatchedtotheprimewhenyouclickLink inSubaward.

Ifyoursubawardhasfewerbudgetperiodsthanyourprime,youwillbegiventheoptiontousetheupanddownarrowstoadjustthealigmentofthebudgetperiods.

Afteryouselectthesubawardandmatchupthebudgetperiods,clickLinkinSubaward.TheKeyPersonsandPerformanceSitesonthe subawardwillbeincludedinthePrime:

ClickFinishandyoursubawardwillbelinkedtoyourprimeproposal.

SynchingSubsandPrimesIf you changebudget, keyperson, and/orperformance sitedata inoneof the linked subawards,Cayuse424willautomaticallyupdatethatdataintheprimeaswell.

SubawardswithEmptyBudgetPeriods:Cayuse424expectsallSubawardslinkedtoaPrimetohavethesamenumberofbudgetperiodsasthePrime(andthesamedates).Whenyou importalinkedsubawardorlinkasubawardtoaprime,itwillbringupadialogaskingyoutomatchupthesub'sbudgetperiodswiththose oftheprime.

Anyemptyperiodswillbemarkedasinactive,andtheotherssyncedaccordingtoyourassignment,sothereisnoneedtofillinany"blank"or "dummy"periodsinyoursubaward.

Note:NIH no longer permits subawards that do not have the same number of budget periods as the proposal.

UsingSubawardWorksheetRows:ThetableontheSubawardBudgetAttachmentformalsooperatesasaSubawardWorksheet,towhichyoucanaddaroworrowswithoutadetailedSubawardbehindit.Youcanthenfillinsubawardnumbersmanually.

ToaddanewWorksheetRow,clickthe buttonatthetopoftheSubawardBudgetAttachmentFormandscroll downandclicktheplussigntothelefttofillincostdataforeachbudgetperiod(thetotalisacalculatedfieldandcan'tbefilledoutdirectly).

TheworksheetrowwillbelistedontheSubawardBudgetAttachmentForminasimilarmannertoatruesubaward,butbecauseitdoesn't correspondtoaseparatesubawardproposal,thereisnolinktoclick,andtheunlinkbuttonisreplacedbyadeletebutton:

Worksheetrowsareusefulforwhat-ifscenarios,placeholders,andflowingnumbersintomodularbudgets.Proposalsusingmodularbudgetscannotalsosubmitdetailedsubawarddata,andbyusingaworksheetrow,theappropriatebudgetdatawillflowfromthefromthetableintothemodularbudget,wheretheSubawardIDCscanbeexcludedfordeterminingthedirectcostmodules.

Youcanalsouseworksheetrowstoattachadditionalsubawarddatawhenyou'rereachedthelimitofallowedsubawardbudget attachments.Dependingontheformthatisprovidedwithyouropportunity,youmayreachthislimitat10or30subawards.Ifyourproposalexceedsthislimit,youcancreateworksheetrowsfortheadditionalsubawardssothatyoucancalculatecostscorrectly.Inthiscase,youwould alsoattachthesubawarddetailsaspartoftheBudgetJustification. Warning:AWorksheetRowisnotasubstituteforaSubaward!Neither Grants.gov nor NIH can extract information implied in a worksheet row. For instance, NIH needs to know what the Indirect Costs are for the subcontract in order to check your proposal against funding limits, and they can only get this information if you fill out a subcontract.

UnlinkingfromaPrimeTounlinkasubawardfromitsprimeproposal,opentheprimeandgototheSubawardBudgetAttachmentform.Totherightofeach subawardinthelistyouwillseethe Icon.Clickthattobetakentothefollowingscreen:

Hereyoucanchoosetosimplyunlinkthesubaward,returningittotheProposalsListforlateruse,ortoinsteadUnlinkandDeleteitallat once.IfyoudeletetheSubaward,nootheruserwillbeabletoseeoruseit.

Afterunlinking,allBudgetData,KeyPersons,andPerformanceSitesfromthesubawardwillberemovedfromthePrimeproposal.

RoutingCayuse424supportstheelectronicroutingfromproposalsfromthePItothefinalapprover.IfroutingisactiveinyourCayuse424application,youwillseetheRoutingtabinthelistoftabsacrossthetop.Clickingonthistabwillshowyoualistofproposalsthatmayneedyourreviewinthenearfuture.

Ifthelistisempty,noproposalsarebeingroutedtoyou.

If the list containsproposals, theseproposals list youaspart of the "routing chain", the list of peoplewhomustapprovetheproposalbeforeitcanbesubmitted.Theproposalislistedwithanindicationofhowmany"stepsaway"itis,whichshowshowmanypeoplehavetoapproveitbeforeitwillreachyou.Ifthenumberiszero,youarethenextapprover.Italsoshowshowlongtheproposalhasbeenawaitingyouraction.

Whenyouclickonaproposaltoreviewit,youwillbetakentotheproposal.Afterreview,clickthe button.Thistakesyoutoascreen whereyoucanapprovetheproposalbyclickingonaboxnexttoyourname:

Youcanalsoretracttheproposal'sapprovaland"senditback"totheappropriatepersoninthechainforrevisionsbyuncheckingtheboxnexttothatperson'sname.Anylaterapprovalswillalsoberetracted,aseachofthosepeoplemustre-reviewtheproposalafteranynecessarychangesaremade.

Atanytimeduringrouting,thePIorother"firstapprover"canalso"recall"theproposalbyuncheckingtheboxnexttohisorhername.Thisresetstheentireroutingprocess.

TheRoutingProcessOnceaproposaliscompletelyprepared,thePI(orotherfirstapprover)canbegintheroutingprocess.Iftheroutingchainneedstobeeditedbeforeroutingcanbegin,seeEditingRoutingChains.

1. Click the button to view the proposal's routing chain. 2. Click the box next to their name.

Thiscausesseveraleventstotakeplace:

• The routing event is logged in the Routing History as well as in the Proposal History. • Email is sent to the next person on the routing chain that an approval action has taken place and their attention is

required. • An entry is added to each routing chain member's Routing Hot List listing the proposal, the number of steps before

they need to approve, and how long it has been waiting. • The PI's access rights to the proposal forms are curtailed. Attachments, such as the Research Plan, can still be

modified and added, but no changes can be made to the form data or the budget. • The next reviewer in the routing chain, if they did not have full access to the proposal, is granted full access. This

access only lasts until the reviewer accepts or rejects the proposal. (Delegate(s) of the next reviewer will also have this access.)

• Other reviewers also have enhanced access while the proposal appears in their Routing Hot List.

Eachapprovertakestheapprovalactioninturnuntiltheproposalreachesthefinalreviewer,generallytheAOR.

AORApprovalOncetheAORhasdeterminedtheformsarereadyforsubmissiontoGrants.gov,theycanapprovetheproposalforsubmission.AftertheAORapprovestheproposal,allchainmembers(includingthePI)arenotifiedbyemail.

InsomeorganizationsonlytheAORssubmitproposals. Inthiscase,theAORscanproceedwithsubmissionoftheapprovedproposal.OtheruserswouldfindtheSubmitbuttondisabledandwouldnotbeabletosubmit.IfyoursystemisconfiguredtoletotherssubmitafterAORapproval,thenthoseotheruserswouldbeabletosubmittheproposal

aftertheAOR'sapproval.

RejectingaProposalAsdescribedbrieflyunderRouting,therearetwotypesofrejectionactions:

• Retract:This is performed by any reviewer by unchecking the box next to any name that has already approved the proposal. In this manner, the proposal is sent back all or part of the way for an overhaul or quick fix. It could be tweaked and re-approved and be back on track.

• Recall:This is performed by the PI by unchecking the box next to his/her name. This cancels the whole approval process and the proposal is back to the start.

Whenareviewerretractstheproposal,returningittoanotherpersonintheroutingchain,thepersonwhothenneedstore-approvethe proposalwillreceiveanemailnotificationlettingthemknowtheyneedtoreviewandre-approve.Ifthereviewerretractstheirownapproval, noemailnotificationwillbesent,sincetheymusttakethenextaction.

RoutingNon-FederalProposalsRouting non-federal proposals is not fundamentally different from routing federal proposals, except that theelectronicsubmissionauthorityoftheAORisnotcritical.Therestoftheprocessisthesame:theroutingchaincanbecreatedandedited,andtheproposalcanberoutedfromapprovertoapproveraseachonecheckstheboxnexttotheirname,untilthefinalapprovalisgranted.

EditingRoutingChainsThelistofpeoplewhomustapproveaproposalbeforeitcanbesubmittedisthe"routingchain"forthatproposal.Theroutingchaincanbe editedbothbeforeandduringrouting.

ViewingtheChainToseetheroutingchain,clickthe buttonintheproposal.

Thechainisshownfromthebeginning(firstpersoninthelist).TheroutingchaingenerallybeginswiththePrincipalInvestigatorbydefault, althoughatsomeinstitutionsitmaybebuiltfromtheproposal'screator.

EditingtheChainEachproposalhasitsownroutingchainthatcanbemodifiedatanytimebeforefinalapproval.Toeditaroutingchain,clicktheEditChain?buttonshownabovetheroutingchain.You'llseethefollowingdialog:

Toaddapersontotheroutingchain,clickthegreenplusbuttonattheappropriatelocationinthechain.ThiswillbringuptheAddtoRouting Chaindialog.

Tofindthepersonyouwant,eitherselectfromthelist,orusetheSearchboxortheShowAllfunctiontoseethefulllist.Toselectsomeoneinthisdialog,theymusthaveaProfessionalProfilethat is linkedtotheiruseraccount.Theprofileorassociateduseraccountmustalsohaveacontactemailaddress,oryouwillnotbeabletoaddthepersontothechain.Routinginformationisprovidedthroughemail.

YoucanaddsomeoneotherthanthePIorproposalcreatortothebeginningofthechain,althoughthiswouldbeunusual.Toremovesomeone,clicktheXbuttonnexttotheirname.

Ifsomepeoplehavealreadyapproved,itwillnotbepossibletomodifythatpartofthechain.Theapprovalswouldhavetoberetractedinordertoaddanadditionalperson.

Becausethelaterpartoftheroutingchaincanbemodifiedatanypoint,itispossibletobuildaroutingchainsimplybyeachapproverknowingthenextpersonwhoshouldapproveandaddingthemtothechain,until theproposaleventuallyreachestheAORforfinalapproval.TheCayuse424routingsystemisthereforehighlyflexibleandeasilycustomizable.

AddinganAORWhen routing is active, electronic submission authority generally resides with Authorized OrganizationalRepresentatives (AORs), and proposal preparers must seek approval from an AOR to electronically submit theirproposals,soanAORshouldbelistedoneveryroutingchain.

Dependingonyour institution'sconfiguration,certainusers (suchasAdmins)maybeable tosubmit theproposaleitherbeforeorafterapprovalbytheAOR.TheRoutingandApprovalpageindicateswhetheranAORisincludedonthechainandwhethertheyhaveapproved:

•••

CreatingRoutingProfilesAlthougheachCayuse424proposalhasitsownroutingchainthatcanbemodifiedduringtheapprovalprocess,ifyouhaveastandard routingprocess,itmaybeconvenienttosetupRoutingProfilessothatroutingchainscanbeauto-builtatthetimethattheproposalis created.

SettingupaRoutingProfileRoutingprofilesarestoredineachperson'sProfessionalProfile.Inordertosetuproutingprofiles,eachuserwhoispart of the chainmust have their user account linked to their Professional Profile, and the profile or linkeduseraccountmustcontainanemailaddressandbeavailabletothosewhoneedtoaddittoachainforroutingpurposes.

ToaccesstheRoutingProfile,clickthe buttonatthebottomleftoftheProfessionalProfile.TheProfessionalProfilecanbereachedbynavigatingtothePeopletabandeithersearchingforaperson,orselectingapersonfromthelistofrecentlyviewedpeople.Peoplecanalsobesortedbyinstitutionusingthedropdownthatisbelowthesearchbox.

The routingprofileallows thedesignationofaNextReviewer for thepersonaswell asaDelegate.ADelegate issomeonewhohastheauthoritytoapprovetheproposalincasethereviewerisunavailable.ANextRevieweristhepersonwhoshouldappearnextontheroutingchain.

AssigningaNextReviewerDependingonwhotheuseris,theirnextreviewerwilldiffer.Iftheorganizationusesaroutinghierarchysuchas:

1. PI > Department Chair > Dean > AOR > submit

ThentheNextReviewerforallPIsinaDepartmentwouldbetheirDepartmentChair.ToassignaNextReviewer,clickthepencilicon.You'llseethefollowingdialog:

Ifyoudon'tseealistofreviewerstoselectfrom,usetheSearchboxorclicktheShowAlllink.Whenyou'veselectedthepersonyouwant,clickSetNextReviewer.

Ifyoucan'tfindthepersonyouwanthere,andyouknowthatyoucanseetheirprofile,itmaybethataddingthemasanextreviewerforyouwouldcreateacircularroutingrelationship.Thatis,theyarealreadythenextreviewerforyouorsomeonepriortoyouintheroutinghierarchy.Thenextreviewerrelationshipscannotbecircular,sinceroutingchainsareintendedtobelinear.

AssigningDelegatesInevitably, there are times when a reviewer is not available. If you have assigned the reviewer a Delegate, theDelegatescanactintheirstead.DelegatescanseeroutedproposalstheirReviewerseesandgetthesamenotificationsasthereviewerdoes,bothbyemailandwithinCayuse

424.Notethatdelegationisnottransitive.Adelegateofyourdelegatehasnopermissionstoactforyou.Theyonlyhavepermissionstoactonthebehalfofthepersontheyaredirectlyassignedasadelegateof.

Toaddadelegate,clickthegreenplusbutton.You'llseethefollowingdialog:

Asabove,usetheSearchboxorclicktheShowAll linktoseeallavailabledelegates.Youcanselectmultipledelegatessimultaneouslyby holdingdownthe<Ctrl>key(or<Command>forMacs).ThenclickAddDelegates.

Afteryoucompletetheprocess,theNextReviewerandDelegateswillbedisplayedfortheProfile.

ClickClosetoexit.

Onceyourroutingprofilesaresetup,theroutingchaincanbebuiltautomaticallywhentheproposaliscreated.Thechaincanalsobeauto- builtlaterfromanyuserinthechain,usingtheAuto-buildchainbuttonforthatuserintheEditRouting

Chainarea.

Thismeansthatevenifthewholechaincannotbebuiltatthetimeofcreation,partorallofitcanbebuiltlaterbyeditingtheroutingchainwithintheproposal

PeopleThe People tab in Cayuse 424 represents the professional information of people in the system: their professionalprofiles.ProfessionalprofilescontaintheinformationthatfundingagenciesrequirefromPrincipalInvestigators,KeyPersons,OtherSignificantContributorsandAuthorizedRepresentatives.Thisinformationisaddedtotheappropriateformsinaproposalwhenthepersonisautofilledintotheproposal.

Bydefault,thePeopletabshowsprofilesyouhaveviewedrecently.Dependingonyourinstitutionalconfiguration,youmaybeabletoseeeveryoneinthesystem,orjustafewpeople.Mostcommonly,alluserscanseeandsearchforallprofessionalprofiles.

Tosearchforaprofile,entertheperson'snameintothesearchboxatthetopofthescreen.Youcanenterthefullname,firstorlastname,orthefirstfewlettersofthefirstorlastname.Tolimitthesearchtoaparticularinstitution,ifyouknowwhichinstitutionthepersonisassociatedwith,selectoneinthesecondbox.Institutionshortnamesareincludedinthedrop-downtohelpdistinguishbetweeninstitutionsthathavesimilarlongnames. Note on People Search When searching for people, you can enter more than one name into the search box, separated by a space. Unlike when searching for an institution, this is an OR search, and the results will include people whose first or last names begin with either of the name fragments you entered. The People search only searches for names that start with the search string. For example, searching for "Jane Cooper" will also return results for "Mark Coopering" and "Janeine Jones", but not "MaryJane Reynolds".

Toshowallprofilesyouhaveaccessto,clickShowAll.(Ifyoucanseemanyprofiles,thismaytakeafewmoments.)Youcannavigatetothe rightpartofthelongerlistbyclickingthefirstletteroftheperson'slastname.

Tocreateanewprofessionalprofile,clickthe button.Tovisitaprofile,clickontheperson'sname.Ifyouhavepermissiontoreadtheprofile,itwillopentoshowyoutheperson'sinformation.

GeneralPersonalInformationProfessionalprofileshavetwoparts.ThefirstpartistheGeneralPersonalInformation,whichincludesbasicproposal-related personal information: name, degrees, demographics, biosketches (stored as PDF or word-processingdocuments).

Anameisrequiredtoidentifytheprofile.Theotherinformationisoptional,butcanbeveryhelpfulforsubmittingcertaintypesofproposals. Forexample,anNIHCommonsIDwouldbeusefulifyoufrequentlysubmitNIHproposals.Themoreinformationyouenterhere,themore fieldswillbeauto-filledduringproposalcreation.Thiswillmaketheproposalcreationprocessfasterandeasier.

NameIftheProfilenameisincorrectorhaschanged,youcanusetheRenamebuttonshowntotheupperrightofthename.

DegreesTherearetwofieldsfordegrees,onefollowingtheNIHformatandonefollowingtheNSFformat.ForNIHproposals,separateeachdegree byacomma.Usethedrop-downmenutoselectanNSFDegreeType.

DemographicsThissectioncontainsdemographicinformationfrequentlyrequiredonNSFproposals.

Biosketches

BiosketchescanbeuploadedandstoredinCayuse424,makingthemeasilyaccessibletoyouandyourcollaboratorsasyouassemble proposals.Youcanaddmultiplebiosketcheswithinaprofile,andyoucanstoreboththesourcefile(usuallywordprocessorformat)andthe finalPDFfileinCayuse424.

Whenthesourcefileisuploaded,theblueyeslinkisactiveinthesrccolumn.Toaddabiosketch,followthesesteps:

1. Click the button next to Biosketches. Cayuse 424 will prompt you for a name for the biosketch.

2. Enter a good identifying name and click Next, and you'll see the dialog below.

3.

4. Browse to the PDF file on your computer and click Next. 5. If you want to also upload the source file, in the next window, browse to the file on your computer. 6. Click Done.

Todeleteabiosketchfromaprofessionalprofile,clickthe icononthefarrightoftherowinthetable.InstitutionalAssociationsThesecondpartofaprofessionalprofileisaninstitutionalassociation:alinkbetweenapersonandtheinstitutionthatemploysthem.This partoftheprofileholdsalltheinformationaboutthepersonthatisspecifictotheirpositionattheinstitution:theircontactinformation, positionandrole,salaryandbenefitsinformation,andtheirperformancesite.

Ifthepersonforwhomyouarecreatingorupdatingaprofessionalprofiledoesnothaveaninstitutionalassociation,or

youneedtoadda newone,clickthe nexttothecountoftheirinstitutionalassociationsintheleftsidebar,asshownabove.

You'llseetheCreateInstitutionalAssociationdialog:

IntheInstitutiondropdown,selectthedesiredinstitution.AllCayuse424applicationshaveatleastoneinstitutionthatprofilescanbe associatedwith:thehomeinstitutionoftheorganization.Normallyyouwillwanttoselectthisinstitutionforassociations.Theshortnamefor theinstitutionisincludedinthedrop-downtohelpdistinguishbetweeninstitutionsthathavesimilarlongnames.

However,ifthepersonyouareaddingoreditingisexternaltoyourorganization,youmaynotseetheirinstitutionhere.Theinstitutionsyou seeinthislistarethoseinstitutionalprofilesthatareavailabletoyou.Ifyoudon'tseethedesiredinstitutioninthelist,youwillneedtofind outifitexistsinyoursystem.Ifitdoesnot,youmaybeabletocreateone,butinmostcasesyouwillneedtoaskyourSystemAdministratortocreateoneforyou.

ContactInfo

ContactInfoincludesthemailingaddressofthepersonattheinstitutionaswellasphoneandemailcontactdetails.Theinformationinthe ContactInfoscreenwillbeauto-filledintoaproposalwhenthepersonisselectedasaPIoraKeyPerson.

eRARole

Theroleyouselectherewilldeterminewherethepersonisincludedinlistsorsearchresultstobeaddedtoaproposal.• Principal Investigator: The person will be included when selecting a PI or Key Person. • Administrative Official: The person will be included when selecting a Person to be Contacted In Matters Involving this

Application. • Signing Official / "AOR": The person will be included when selecting an Authorized Organizational Representative. • Payee: The person will be included when selecting a Payee for Environmental Protection Agency (EPA)

proposals.

TheAssistantoptionisavailableforinformationalpurposesbutdoesnotaffectautofillinclusion.

Dept/Division/Title

Entertheperson'sdepartment,division(ifany)andpositiontitle.IftheinstitutiontheprofileisassociatedwithhasOrganizationalUnits,youcanselectthesefromthedropdownmenuabovethefieldsinordertofillinthedepartmentanddivisionquicklyandeasily.Unitnamesarelimitedto30characters.Insomecasesyoumayberequiredtoselectunitsfromthelistinordertoenforceconsistentunitnames.Positionortitleisalwaysenteredbyhand.

SalaryandFringeWorksheetSeeSalaryandFringe.

PerformanceSiteInformationfortheperson'sphysicallocation.WhenthepersonisautofilledontoaproposalasthePI,thissitewillappearinthePerformanceSiteslist,andiftheyaregivenanotherKeyPersonrole,thesitecanbeaddedeasyusingPerformanceSiteautofill.

ThePerformanceSitecanbeautofilledintheprofessionalprofilebyclickingtheFillfromContact/OrgInfobutton.

RoutingProfileSeeCreatingRoutingProfiles.

SalaryandFringeSalaryandfringebenefitsinformationisstoredintheSalaryandFringeWorksheetsectionofaprofessionalprofile'sinstitutionalassociation.ThesectioniscalledaWorksheetbecauseyoucanenterandeditalltheinformationsothatitisaccessiblelaterforcomputationsinproposals.

TheEmployeeIDfieldisoptionalandmaybeusedtolinkCayuse424datawithothersystems.

AppointmentTypeandSalaryTheSalary/AppointmentTypesectionincludesboththetypeofappointmentthepersonhas—Academic/SummerorCalendarappointment—andthesalaryinformation.

Salaryinformationisoptional,andeachCayuse424customermakesitsowndecisionaboutwhethertoprovidesalaryinformationintheprofessionalprofile.Includingthisinformationmakesautofillingapersonintoaproposalveryquickbecause it means that Key Person budget computations can be completed automatically. Otherwise, the salaryinformationmustbeenteredbyhandineachproposalforcalculationstooccur.

Even if salary information is not included in the profile, the appointment type information should be included,indicatingthenumberofmonthsthepersonhasontheirCalendarorAcademic/Summerappointment.Ifincludingsalary, list salary in the field corresponding to theappointment type.Changinganexistingappointment type inaproposalcancreateerrorsintheproposal.

FringeBenefitsIftheinstitutiontheprofileisassociatedwithhasabasefringerateassigned,thatratewillshowhere:

Ifadditional fringe rateshavebeenset in the institutionalprofile, these ratescanbe importedbyclicking ImportInstitutionalRatesandselectingfromthelist.Youcanimportasmanycategoriesasyouneed.

Fringeratescanbeenteredaspercentagesorasdollars.IftherearedollaramountsenteredintheFringeWorksheet,thoseamountswillbeaddedintotheFringeRateTotalifthesalaryisentered(asshownabovewiththe"Special"rate).Ifpercentagesareused,thentheFringeRateTotalcanbecalculatedbasedontheenteredpercentages,withoutthebasesalary.

If thepersonhasunique fringe rateneeds, click NewRowtoadda local rowand fill inapercentageordollaramount.Tochangeanimportedfringerate,clickthesmalldownarrownexttothefringeratename.

Theinstitutionalfringeratelistwillappearandyoucanselectadifferentrate.

Ifyoudon'tseetherateyouneed,andyouhaveaccesstotheinstitutionalprofile,youcanaddtherateintheinstitutionalprofile(followthe linkaboveforinstructions).Ifyoudon'thaveaccesstotheprofile,youcanaddtheratebyhandfortheindividual,requestaccesstothe profile,oraskanAdmintoadditforyou.

ControllingAccessBecauseprofessionalprofilesaremostusefulinproposalcompletionwhenallCayuse424userscanviewthemandautofilltheinformation intoproposals,theapplicationisalmostalwayssetuptoallowthis.

However,someinformationinprofiles,suchassalary,maybesensitiveinformation.Dependingoninstitutionalpolicy,suchinformationmay beomittedfromtheprofile,meaningitwillhavetobeenteredbyhandintoeachproposalaftertheprofileisautofilled;orthesensitive informationmaybeincluded,butprofilevisibilitylimitedtothecreatoroftheprofileandtheAdmins.

Toseewhohasaccesstoaprofile,clickthe intheupperrightcornerofthemainscreentobringupthePermissionsscreen.

ThePermissionsscreenonlyshowspermissionsthathavebeenexplicitlyassigned.ItdoesnotshowwhetherAdminsorallusersautomatically havetheabilitytoseeandautofilltheprofile.

InthePermissionsscreenshownbelow,theuser'mspears'hasbeenexplicitlyassignedpermissionstotheProfessionalProfile,and consequentlycanreadandautofillthisparticularprofile.Theprofile'screator,'jheldens,'canedittheprofile,addpeoplewhocanaccessitor changetheirpermissions,anddeletetheprofile.

Profilescreatedmanuallygrantfullpermissionstotheuserwhocreatedthem,whileprofilescreatedthroughthebulkloadprocessgrantfull permissionstotheusertheyarelinkedto.If,aftercreation,theuserlinkedtotheprofiledoesnothavepermissionstoeditit,butinstitutional policyallowsthemtomanagetheirownprofile,theymaybeaddedtothepermissionsmanually.

AddingaUser1. Click the button. 2. Select a user from the list, or search for another user to add by name or username. You can use ShowAllto show all

users. The user is added to the profile's permissions. If the user is grayed out, they have already been added to the permissions.

3.

4. Close the selection window by clicking the Close link or button. EditingPermissionsOnceyou'veaddedsomeonetothepermissions,youcanchangetheirpermissions(ifyouareallowedtodoso)bycheckingandunchecking theboxestogivethemtherightlevelofaccess.

ThefollowingtabledescribesthepermissionsassociatedwithProfessionalProfiles.

Permission Description

ListUserswiththispermissionwillseetheprofileinlists,butcannotviewormodifythedetailsoftheprofile.

Read Userswiththispermissioncanseeallthedatatheprofile,butcannotmodifythedata.

Write Userswiththispermissioncanmodifyalldatawithintheprofile.

AutofillUserswiththispermissioncanautofilldatafromtheprofile intograntproposals.Thispermissionallowsuserstousetheprofileasintended:toquicklycompleteproposals.

Delete Userswiththispermissioncandeletetheprofile.

ChangePermissions

Userswiththispermissioncanchangethepermissionsassociatedwiththeprofile.

AddUser/Group

Userswiththispermissioncanadd additionalusersand assignthemappropriatepermissionstotheprofile.

RemoveUser/Group

Userswiththispermissioncanremoveusersfromtheprofile'spermissions.

AvoidingDuplicatesProfessionalprofilesareidentifiedbyname,soifyouarecheckingtoseeifapersonhasaprofile,youcansearchbyallorpartoftheirnametofindtheirprofile.

Ifyouarenotabletofindaperson'sprofile,youmaybetemptedtocreateoneforthem.However,dependingonyour institutionalsettings,youmayormaynotbeabletoseeall theprofiles inthesystem,sotheirprofilemightalreadyexist,butnotbevisibletoyou.

Toaddressthis,Cayuse424checksforpotentialconflictswhenyouenteranametocreateanewprofessionalprofile.Ifthenamechosenforanewprofilecloselyresemblesthenameofanexistingprofile,Cayuse424displaysawarningthatthereisalreadyaprofilewithasimilarname.

Ifthisisthepersonyouarelookingfor,youshouldcontactyouradministratortorequestaccesstotheexistingprofile.

Youshouldalwaystreatthiswarningseriously.Creatingduplicateprofilesforasingleindividualcanleadtoconfusion,theretentionof incorrectinformation,andissueswithaccessingproposalsandprofiles.

Insomecases,twodifferentpeoplemayhavesimilarnames,whichwouldbealegitimatereasontoproceedwithcreatingaprofilewitha duplicatename.Mostcommonly,thisactionrequiresanAdmintocomplete,butinsomecases,anyusermaybeabletooverridethewarning. Ifyoucanoverridethiswarning,thedialogwillshowaCreateAnywaybutton.

Ifthepersonshownisnotthepersonyouaretryingtocreateaprofilefor,youcanclickCreateAnywayandproceedwith

creatingthenew profile.Ifyoudon'tseethisbutton,youwillneedtocontactyouradministratorandaskthemtocreatetheprofileforyou.DeletingProfilesIfyouseea iconnexttothenamewhenviewingoreditingaProfessionalProfile,thenyoucandeletetheprofilebyclickingontheicon.

IftheProfileisstilllinkedtoauseraccount,thenyouwillseethefollowingwarning.ThisisasignthattheProfilemaystillbeinuse.You shouldonlyproceedifyouhaveverifiedthatthisProfileisincorrectandshouldnotbeinuse.

Ifaprofileislinkedtothewronguseraccount,thelinkagecanbechangedbyaSystemAdministrator.

Whenaprofileisdeleted,itisnotimmediatelypurgedfromthesystem.TheSystemAdministratorusercanrestoreadeletedprofileifyou havemadeamistakeindeletion.

Profilesshouldnotbedeletedsimplybecausetheycontainincorrectinformation.Theinformationcanbeeditedandupdated.Theprofilecan evenberenamedifneeded.

InstitutionsInstitutions in Cayuse 424 hold institutional information relevant to proposalsmuch in theway that professionalprofilesholdpersonalinformationrelevanttoproposals.Thisincludestheinstitution'sname,address,DUNS,EIN,andotheridentifyinginformation.

EachCayuse424applicationhasat leastone institutionalprofile, thehome institutionof theorganization. SomeorganizationsalsocreateInstitutionalProfilesforpersonnelwhoarenotaffiliatedwiththehomeinstitutionandforsubawardorganizations.Formostorganizations,thelocalAdministratorscreateandmanagetheInstitutionalProfiles,butusersareabletoseethemandautofilltheirdatainproposals.

WhenyouviewtheInstitutionstab,youcanseeandsearchfortheavailableinstitutions.

Asinotherareas,youcanshowalltheinstitutionsorjustthoserecentlyviewed,orsearchfortheoneyouwant. Note on Institution Search: When searching for an institution, you can enter character strings from any part of the institution's name, in any order of their occurrence. Entering additional search parameters (separated by spaces) will narrow down the results. For example, searching for "hampton city" would return "City College of Binghampton" but not "Hampton University".

Afterclickingonthenameofaninstitution,you'llseethedata,butwon'tbeabletoeditit.

Youcanchecktheinformationtomakesureit'scorrect.Clickoneofthelinksonthelefttoseethedifferentkindsofinformation.

Whenyouarecreatingaproposalorcreatingasubaward,youcanselectexistinginstitutionsthatareavailableforautofillinthe Organizationfield.Theproposalwillbeaffiliatedwiththisinstitution,anditsdatawillbeautofilledintotheproposal.Thatincludesthe contactinformation,escalationrates,andavailableindirectcostrates,amongotherinformation.

Ifyou'rehavingtroublewithindirectcosttypesnotshowinginyoursubaward,seeourFAQonthistopic.

Some of the information in institutional profiles is primarily used whencreating an institutional association in aprofessionalprofile.Afteryou selectanaffiliationfortheprofile,youcanselectfromitsOrganizationalUnitstoassignadepartmentanddivisionanditsassignedfringeratestoestablishafringeratefortheprofile.

Iftheinstitutionyouneedisnotlistedhereandyoudon'tseethe buttontotherightinthegraybar,youdonothave permissiontocreatetheinstitutionyourself.Contactalocaladministratortocreatetheinstitutionforyou.

Ifyoudoseethisbutton,orifyourlocaladministratorcreatestheprofilebutthenallowsyoutoaddinformationtoit,seeSettingUpInstitutionalProfilesformoreinformationonfillingoutaninstitutionalprofilecorrectly.

Multi-ProjectProposalsWiththereleaseofCayuse424v6.0,Cayuse424beginssupportformulti-project(complex)proposals.WithinCayuse424, Multi-Project Components are treated like individual proposals. On Multi-Project Opportunities, thesecomponents canbe linked together to an 'Overall' component ona Components Attachment Page. The entireproposalcanthenbesubmittedtoGrants.govthroughCayuse424.

WhenbeginningworkwithaMulti-ProjectOpportunity,OpportunityInformationmaybethefirstplacetovisit.CreatingaMulti-Project Proposalmayalsobeausefulplacetostart.Onceyou'vecreatedtheProposal,beingabletonavigatethenewfieldswillbekey.

WithinaMulti-ProjectProposal,youcanCreateandLinkNewComponentsasnecessary.You'llalsobeabletoLinkExistingComponents, ImportComponentsfromOtherCayuse424 Institutions,andExportComponentsforusebyotherCayuse424Customers.

InCayuse 424, eachcomponent canbe treated as a separate Proposal, evenwhen theyare linked to anOverallComponent.Thismeans:

• Each component can have its own routing chain, however, currently the individual components do not have to complete routing to be submittable. Only the Overall component must have routing completed. To learn more about Routing in Cayuse 424, see our Routing page.

• Permissions flow down to each individual component. If you have access to the Overall Proposal, you will have access to all linked Components and any subawards linked to them. You can also grant access to specific components as necessary. To learn more about Permissions in Cayuse 424, see our Permissions page.

• Individual components can be edited simultaneously, even if another linked component has been locked by a different user. For example, the Overall component can be edited by one user while another user is editing another linked component. To learn more about Opening and Locking Proposals, see our Opening a Proposal page.

• Multi-Project Proposals have to be Copied/Transformed one component at a time. Selecting Copy/Transform on the Overall Component willnotCopy/Transform the entire Proposal, just the Overall Component. To learn more about the Copy/Transform process, see our Copying and Transforming page.

Multi-ProjectOpportunityInformationWhenlookingattheOpportunityInformationpertainingtoaMulti-Project(Complex)Grant,mostoftheinformationwillbeidenticaltootherOpportunityInformationfoundwithinCayuse424.However,youwillnoticethatthebottomsectionisnowtitled'Components'andcontainsadditionalinformation.

Inthissection,youwillseealistofeachcomponentassociatedtothisOpportunity.Besideit,therewillbeinformationonwhetheritis supported,andwhetheritismandatory.

Movingyourmousecursorabovethecomponent'snamewillprovideadditionalinformationabouttheformsthatareincludedwiththe associatedcomponent.

ThisinformationcanbeusefulindeterminingwhatinformationyoumayneedpriortostartingworkonaMulti-ProjectProposal.

CreatingaMulti-ProjectProposalYoucanfindmulti-projectopportunitiesintheOpportunitieslist.Multi-ProjectOpportunitieshavechildrenintheOpportunitieslist,unlike other opportunities.

CreatingaMulti-Project(Complex)ProposalinCayuse424isverysimilartocreatinganyotherProposalinCayuse424.Theonlydifferenceistheselectionofa'ComponentType'duringcreation.

The 'Overall' component represents a Proposal that other components can be linked to. It is generally used tosummarizetherestoftheMPapplicationandidentifiesthePD/PIandtheapplicantOrganizationfortheentireMPproposal.TheothercomponentswillbecreatedasseparateproposalsthatcanbelinkedtoanOverallcomponentatanytime.ThesecomponentscanalsobeexportedandsenttootherCayuse424customers.

NavigatingaMulti-ProjectProposalNavigating a Multi-Project (Complex) Proposal is much likenavigatingany other Proposal in Cayuse 424. On theProposalsList,you'llbeabletoexpandorcollapseMulti-ProjectProposalsbyclickingthe+or-buttonbesidetheProposal,respectively.Ifyouhaveasubawardattachedtooneofyourcomponents,youwillalsobeabletoexpandthatinthesamefashion.

WhenyouenteranOverallcomponent,youwillnoticethatthereisanewsectionontheleftsideofthescreenentitled'Multi-Project Components'.

Selecting'LinkedComponents'willtakeyoutoanewpagewhereyoucanCreateNewComponentsandLinkExistingComponents.Clicking onthenameofacomponentwilltakeyouintothatcomponent.Fromacomponent,gobacktotheOverallComponentbyselectingOverall Componentinthebreadcrumbtrailatthetopleft.

Youmaynoticethatsomeformsappearabridgedand/oruneditableonsubcomponents.InaccordancewithMulti-Projectguidelines,some sectionsmayonlybeeditableonthe'Overall'section,andsomemayonlybeeditableonspecificComponents.Besuretolookcloselyatthe guidelinesprovidedbytheAgency.

Onthe'LinkedComponents'page,youwillseesomeinformationabouteachcomponentyouhaveassociatedtoyourMulti-ProjectProposal. ThisincludestheassociatedLeadPrincipalInvestigator,aswellsomebudgetinformationfromtheindividualcomponent.Atthebottomof thetable,youwillseeOveralltotalsforallofthecomponents.

Hoveringthemouseoverthebordersofeachindividualheaderwillallowyoutoexpandorcollapsethesectionasyouseefit.

InteractingwithLinkedComponentsOnthe'LinkedComponents'screen,clickingthe iconatthetopleftwillrefreshthecomponentsandtheirassociatedinformation.

Clickingthe or besideeachsectionwillexpandorcollapsetheindividualcomponentswithinthatsection.Ifyouhavetwoormore componentsinonesection,youwillseearrowsappearbesideeachcomponent.Thesearrowscanbeusedtochangetheorderofthe componentsinanyparticularsection.

Finally,eachcomponentwillhaveanassociated icon.Clickingthisbuttonwillpromptyoutounlinktheassociatedcomponent.However, this does not delete the component. It will still appear as an unlinked component on theProposalList.Youcaneasilyrelinkitbypressingthe LinkaComponentbutton.

Openingthelinkedcomponentsisthesameasopeningaproposalfromtheproposaltab.YoucanopenthecomponentinRead-Onlymode,andifanotheruserisworkingonthecomponent,itwillshowas'locked.'Thelockicontoshowalockedcomponentistotherightoftheunlinkbutton.Hoveringoverthelockiconwillshowyouwhohaslockedthecomponent.

Youcanalsoprinttheentireproposalbyclickingtheprinticonintheproposalmanagementtoolbaratthetopoftheproposal.

Thiswill launchtheprintdialog,whichhas a numberof options for printing.Select "IncludeAll Components andSubawards"alongwithall otherformsonthedialogtoprintallcomponentsofyourmulti-projectproposal.

CreatingNewLinkedComponentsWhenworkinginaMulti-Project(Complex)Proposal,youcanCreateandLinkComponentsontheLinkedComponentsscreen.Todoso,selectCreateandLinkNewComponent.

ClickingthatbuttonwillcauseaCreateProposalwindowtoappear.Inthiswindow,you'llneedtosettheComponentType,inadditiontostandardinformationyouwouldinputwhensettingupanyotherproposal.

Whenfinished,clickCreateProposalandyouwillbetakenintothenowlinkedcomponent.ToheadbacktotheOverallcomponent,clickOverallComponentinthebreadcrumbtrailatthetopleftofthescreen.

LinkinganExistingComponentInadditiontoCreating and LinkingNewComponents,youcanalso LinkanExisting Component inaMulti-Project(Complex)Proposal.Tolink apreviouslycreatedcomponent,justclicktheLinkaComponentbutton.

ApromptwillthenappearlistingalloftheProposalsandComponentsthatcanbelinkedtothisMulti-ProjectProposal.NotethattheLinka ComponentbuttonwillonlypresentyouwithalistofcomponentsthatareeligibletobelinkedtotheOverallcomponentyouareworkingin. ThelistwillnotshowyoucomponentsderivedfromotheropportunitiesorcomponentsalreadylinkedtothisOverall.

UponselectingthedesiredProposal,you'llbetakenbacktotheLinkedComponentspage,wheretheselectedComponentwillnowbelisted.

Tolinkacomponent,youneedtohavewriteaccesstothecomponent.Ifyoudon'thaveaccesstothenecessarycomponent,you'llencountera messageliketheonebelow.

TransformingExistingComponentsComponents,eveniftheyareunlinkedandhavethesamenameandevenformset,arenotportableacrossMulti-Project(Complex) opportunities.ThisisthereasonthelistoflinkablecomponentsofferedbytheLinkaComponentdialogonlyoffersstandalonecomponents derivedfromthesameopportunitythatisbeingworkedon.

However,theCayuse424copy/transformcapabilityisparticularlyusefulfordealingwiththislimitation.Thetransformfunctioncanchange:

• Component A into Component B within an opportunity • Component A into Component B across opportunities • Component into Proposal

Cayuse424userscaneventransformaregularproposalbasedonanR01opportunityintoaspecificcomponenttypeandthenlinkittotheirMulti-Projectproposal.

ImportingandExportingMulti-ProjectComponentsWhenworkingwithMulti-Project(Complex)ProposalsinCayuse424,you'llhavetheabilitytoImportComponentsfromotherinstitutions,inadditiontoExportingComponentsforotherCayuse424customers.

ImportingaComponentOntheProposalsList,selecttheImportbuttonatthetoprightofthescreen.

You'llthenseetheImportProposalwindow,whichwillpromptyoutofindthefileyouwishtoimport,andnametheProposalyouare importing.

UponclickingImport,thefilewillimportedintoCayuse424asanunlinkedComponent.TolinkthecomponenttoanexistingMulti-ProjectProposal,you'llwanttofollowtheinstructionsonthepageLinkingaComponent.

ExportingaComponentFromtheProposalsList,selectanunlinked,individualcomponent.

ClicktheExportoptionontheleftsideofthescreen.Thereisalsoaniconlocatedatthetoprightofthepage.

You'llthenbegiventheoptiontonamethecomponent,aswellasrunavalidationcheckpriortoexport.

UponclickingExport,youwillbepromptedtosavethefiletoyourcomputer.You'llthenbeabletosendthefiletoothercustomersfor importintotheirCayuse424environment.AttachmentsandanyassociatedSubawardswillbeincludedintheexportedfile.

Finally,notethatthisfileusesa.cayusefileextension.Thisfilecannotbeopenedbyclickingonitlikeothercomputerfiles.Itcanonlybe openedbyfirstimportingitintoCayuse424.

ValidationofMulti-ProjectProposalsWhen working in a Multi-Project (Complex) Proposal, Cayuse 424 provides the following validations across allcomponents:

• Human Embryonic Stem Cell lines. • Check for redundant BioSketches across the entire MP project (1 per eRA Commons credential). • Check for Human Subjects usage across components. This means that, if any component has checked "Yes" for

Human Subjects then OAC must be checked for yes. • Check for Vertebrate Animal usage across components. • Check for Foreign Activities across components. • Check for consistent budget start dates, end dates and number of budget periods.

Deletethistextandreplaceitwithyourowncontent.

ReportingCayuse424offerseightreporting toolstotracksubmittedproposals,proposeddollars,awardedproposalsandsubawards.The Submissionslinkwilldisplayabroadoverviewofallthesubmittedproposalsyoucurrentlyhaveaccessto.Thislistcanbequicklyfiltered usingthreetechniques.

• Submitter • Date Submitted • Section Heading

AdditionalreportscanonlybeviewedineitherPDFofCSVformusingtheGenerateReportbutton.Thesamefiltrationandsorting mechanismsofdate,title,PIname,andamountstillcanbeselectedeitherusingtheCalendarIconsortheSortBydropdown.

Glossary

Glossary

A

AOR

AnAORisanAuthorizedOrganizationalRepresentative.Theyeithersubmittheproposalthemselvesorauthorizesomeoneelsetodoit.

B

Breadcrumb

Abreadcrumbisahorizontalchainoflinksprovidingtheuserwithcontextandpossiblynavigationtoanyofthelinksinthechain.Thesetermsarefrequentlyusedthroughoutthemanual.

C

Calculationfield

A calculation field derives its information from one ormore other fields. Calculated fields are automaticallycomputedwhileyouarefillingintheform.Thesefieldsarerecalculatedeachtimeyouenterdataintoarelatedorlinkedfield.Manyofthecalculatedfieldspermityou

tooverwritetheircalculatedentries. Inthosefieldswhereoverwritingispermitted,aredasteriskwillappearnexttothefieldindicatingthatyouhaveover-writtenit.Ifyouoverwriteacalculatedfield,theinformationinthatfieldwillnotbeupdatedwhenyouchangetheinformationinother,relatedfields.Thiscancauseyourfinalvaluestobewrong!Usecautionwhenoverwritingcalculatedfields!

Checkboxfield

AcheckboxfieldoperateslikeanOn-Offswitch.When"On",itappearsasaboxwithanXinit;when"Off",itappearsempty.Tomarkacheckbox,clickitwithyourmouse.YoucannotmoveintoitbyusingtheTabkey.Somecheckboxesarealsoradiobuttons.

Currencyfield

Acurrencyfieldallowsyoutoenteronlynumbers.Todisplay$10.00,youwouldenteravalueof10.Todisplay$10.99,youwouldenter 10.99.

F

Field

Afieldisablankspaceorareaonaformwhereyoumayenterinformationordata.EachfieldonaCayuse424formhasbeendesigned toacceptcertaintypesofdata,andtohandlethosedatainaspecificway.

Forms

Mostofusassociateaformwithaprinteddocumentwithblankspacestobefilledin,suchasanapplicationforemployment.ACayuse424electronic form isessentially thesame,except thatbefore it is filled-in, the formstartsoutonacomputerscreenratherthanonpaper.

Glossary

G

GeneralFieldGeneralFieldsacceptanytypeofdata:letters,numbers,specialcharacters,punctuation,oramixturethereof.

I

Institution

An institutionhas anentry in the Institutional profile databasewhich includes enough information to allowsubmissionofproposalsby that institution.This informationcanbe auto-filled into proposals. If youaresubmittingproposalswithmultiplebudgets,youmayneed multiple institutional profiles. L

ListboxAlistboxisatextboxcontainingalistofselectableitems.

P

PercentageApercentagefieldallowsyoutoenteronlynumbers.Percentagesmustbetypedusingthisformat:XY.Z%.

Personnel

Cayuse424containsaprofessionalprofiledatabasewhichincludesenoughinformationtoaddapersontoaproposal.Thisinformation canbeauto-filledintoproposals.

Pre-AwardAdmin

Pre-Award Admin is a Cayuse 424 role usuallyheld by staff in the central Researchoffice. These users haveadditionalprivilegesinthesys tem.Theexactprivilegesmaydifferamonginstitutions.

R

RadioButtons

Radiobuttonsaregroupsoftwoormoremutuallyexclusivecheckboxes.Selectingoneoptionautomaticallydeselectsallotheroptionsin thegroup.Forexample,Item2ofthePHS398hasYesandNoradiobuttons.Toselectanoptionfromagroupofradiobuttons,clickit withyourmouse.

U

User

ACayuse424userhasaCayuse424loginandpassword.Ausercancreateandmodifyproposals.Ausermayalsohavearecordinthe Cayuse424ProfessionalProfiledatabase.

User Reference Manual - University of Wisconsin–Madison · 2019-05-09 · User Reference Manual...

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