Why are the Proposal Development proposal numbers different from the Institute Proposal numbers?
Every proposal created in Kuali Coeus Proposal Development gets its own unique Development proposal number—this number is retained while the proposal is "In Progress" and "Approval in Progress."
Once the Development proposal is approved, it gets logged as a submitted “Institutional Proposal” and assigned an Institute Proposal number.
What are Institutional Proposal attachments and who sees them?
Attachments to the Institutional Proposal module contain documents not separately available in the Development Proposal.
These attached documents are uploaded by OSP. Some documents may contain sensitive information; cost-sharing templates for example, will not be viewable.
Any document that OSP determines may be “Shared” will be viewable to those with the Role View Shared Institutional Proposal Documents, a role given by your departmental authorizer in Roles Database for a unit and subunits.
PIs will see “shared” documents for projects on which they are (lead/contact) PI without special Kuali Coeus account or Roles authorizations.
Co-Investigators will only have access to Institute Proposal documents if the proposal is funded to a child award on which they are the PI. Access is limited for Co-Is to documents uploaded to that child award.
How do I search for Institute Proposals by DLC and fiscal year?
How can I see if an Institute Proposal is linked to a Proposal Development proposal?
This information can be accessed through Medusa.
If you are in an Institutional Proposal record, you can click on the Medusa tab on the document. The Medusa link will also appear on in your search results screen. You can click on the Proposal Development line to open the Proposal Development details. To view the entire document, click the open link.
You can also see if it is linked to any other documents and/or Awards from the Medusa tab.
I need to gather a report of proposals submitted for a specific time period. How can I do this?