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To promote a pre-proposal or full proposal
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to Project Management (PM)
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- Set 'To Be Funded?'
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- to Yes; this is required for proposal promotion to PM.
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- Click 'Promote to PM' button.
Promoting Funded Proposals to Project Management
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What happens when a proposal is promoted:
When appropriate, you may promote a proposal to Project Management using the 'Promote to PM' button in FMP, found at right within the Pre-Proposals or Full Proposals layouts (Form View). Promoting a proposal does not affect its integrity in the RFP database, with two exceptions being the transfer of CV / resumes and proposal PDFs from RFP to Project Management databases (see below).
Promoting a proposal involves the following:
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- A new project is created in the Project Management database, and relevant project summary information is copied from the RFP database.
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- If a proposal investigator is not yet in the Project Management database (based on email address; see RFP System Overview), they are added to it using their identity in the RFP database, and their CV / resume is MOVED from the RFP database. If a proposal investigator is already in the Project Management database, then their Project Management identity is updated with new information from their RFP identity, and their CV / resume is MOVED.
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- The compiled proposal PDF uploaded by the eSG Admin is MOVED from the RFP database to the Project Management database.
Promoting a proposal does not affect its integrity in the RFP database, with two exceptions being the transfer of CV / resumes and proposal PDFs from RFP to Project Management databases.
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