When appropriate, you may promote a proposal to Project Management using the 'Promote to PM' button in FMP, found on at right within the right of Pre-Proposals or Full Proposals (Form View) layouts. 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: - Project Information: A new project is created in the Project Management database, and relevant project summary information is copied from the RFP database.
- Investigators: 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.
- Proposals: The compiled proposal PDF uploaded by the eSG Admin is MOVED from the RFP database to the Project Management database.
| 