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To change the PI of a proposal, go to either the Pre-Proposal or Full Proposal FMP layout and select an investigator as PI. 

This cannot be done if the proposal was already promoted to PM. 

This action updates tables where the proposal PI is noted, as well as fields reflecting investigator type for the investigators involved. Changing the PI for a full proposal record will propogate to the pre-proposal phase (if applicable), and vice-versa.  The proposal ID (e.g. Bray_1234) is NOT changed. If the new PI doesn't have a password, the system automatically assigns one to them. A new password can either be sent to the new PI by the Administrator, or retrieved via the 'Retrieve Password' link on the log-in page. 

The Investigators portal in the Pre  and Full Proposal FMP layouts can only be used to assign a non-PI as PI for a proposal, not to change a non-PI to another type of non-PI (e.g. Co-PI to Associate).

 

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Duplicating Proposal Data

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Proposal data may be duplicated by using the 'Duplicate Proposal' button available in Pre-Proposal and Full Proposal FMP layouts.

This duplication process only includes data (cover page or 90-2 info, budgets, and investigator association), not accompanying documents that were uploaded for the proposal.

To duplicate a proposal:

  1. Confirm that the call which the duplicate proposal will be associated with exists in the database.
  2. Click 'Duplicate Proposal'.
  3. In the duplicate record, update the following:

Call (e.g. RFP FY2014 - Internal)
Title (remove '[duplicate]' and rename as appropriate)
Start Date (e.g. 2/1/2014)
Comp Date (e.g. 1/31/2018)

The duration applied to each duplicated budget worksheets also needs to be updated, which can be done either by the Admin or the PI who's responsible for the proposal.