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Promoting proposals to Project Management (PM) includes the following steps:

  1. 'To Be Funded?' parameter is set to Yes; this is required for proposal promotion to PM.
  2. Proposal is promoted by clicking 'Promote to PM' button.

Promoting Funded Proposals to Project Management

When appropriate, you may promote a proposal to Project Management using the 'Promote to PM' button in FMP, found at right within the Pre-Proposals or Full Proposals layouts (Form View). 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:

  1. Project Information: A new project is created in the Project Management database, and relevant project summary information is copied from the RFP database.
  2. 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.
  3. Proposals: The compiled proposal PDF uploaded by the eSG Admin is MOVED from the RFP database to the Project Management database.
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