FAQs: Roles

Can I change a lead unit on an existing proposal?

Once a proposal has been created in a lead unit, the lead unit cannot be changed. Users that are authorized to create proposals in more than one unit must select the Lead Unit at the time the new proposal is created or copied. An aggregator on the existing proposal can copy it (be sure to select Budget(s) and Narratives), and select a new lead unit to save the initial work.

Why can’t I view all In-Progress proposals?

You may not have access to view all the proposals created by other users in your department unless they give you a role that allows you to view it. Alternatively, there is a role in Kuali Coeus that allows a user to see all proposals in progress in your unit. This role may be requested by the Primary Financial Authorizer in your unit. 

How do I add an Aggregator to my proposal?

  • Open the proposal that needs another aggregator.
  • Then, open Access section.
  • After that, enter the user ID or first/last name in the search criteria and click search to display results.
  • Select the person and then return results. This will open the add permissions pop-up.
  • Select Aggregator Only Document Level for the individual and click Add.

Note: The individual must have a Kuali Coeus account to be added as an Aggregator.