To promote a pre-proposal or full proposal to Project Management (PM):

1. Set 'To Be Funded?' to Yes; this is required for proposal promotion to PM.
2. Click 'Promote to PM' button.

What happens when a proposal is promoted:

• A new project is created in the Project Management database, and relevant project summary information is copied from the RFP database.
• 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.
• 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.