Proposal Actions

 

The Proposal Actions page of the Proposal document is comprised of the following tabbed sections:

Figure 235Proposal Development Document > Proposal Actions Page - Sections Layout

 

Table 93236Proposal Development Document > Proposal Actions Page - Section Descriptions

Section

Description

Data Validation

Check the document for errors and warnings, navigate to them to fix them.

Proposal Hierarchy

Link Child Proposal or Budget Type to Hierarchy, create hierarchy.

Print

Print Grants.gov Forms, Sponsor Form Packages, Reports.

Copy to New Document

Create a new, unique Proposal Development document with existing content.

Proposal Data Override

Override existing proposal development document data.

Route Log

View document route, pending actions, actions taken for review/approval.

One non-standard button, route, appears on the Proposal Actions page of the Proposal document.  It is a workflow action command button located near the other action buttons at the bottom, center of the page.

Table 94 Route Button Description

Button

Description

Click to initiate the workflow process, based either on predefined workgroup routing or ad hoc routing specified on the document, for review and approvals.

Subtopics:

Data Validation

Proposal Hierarchy

Print

Copy to New Document

Proposal Data Override

Route Log

Ad Hoc Recipients