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  1. Type of Application: The default type for new proposals is “New”. Select either "Yes" or "No" to indicate if the award is being transferred from another institution.

  2. *Short Title: Enter a descriptive name for the project (50-character maximum). You can use the sponsor's short title or any other name. (To avoid confusion, use unique titles.) The short title identifies the project throughout Grants, such as in project listings and workspaces.

  3. *Long Title: Enter the full title of this project. If this will be an SF424 application, the long title will be mapped to the appropriate blanks in the SF424 forms. 255 character maximum length.

  4. *Program director / Principal Investigator / Project lead / Fellow: Enter or search for the PI’s name.

  5. *Select the Direct Sponsor: Enter the sponsor’s name. If you do not find the sponsor in this list, select TBD from the list and enter the name in the next line.

  6. Instrument type: Select the appropriate instrument for the proposal (Grant, Contract, Cooperative Agreement or SubawardCost share.

  7. * Primary purpose of this project: Select the primary purpose of the project. If Research, fill in the type e.g. Basic, Clinical, Translational or Other.

  8. * Expected start date: Choose a start date

📘 Personnel

  1. Program director / Principal investigator / Project lead / Fellow: This field contains the name chosen on the previous page. If needed, attach a Biosketch. Upload an Other Support documentation only if mandated by the funding opportunity.

  2. *Responsible department / division / institute: Please specify the department or program responsible for handling the proposal or award. By default, it will be the department of the Principal Investigator (PI), but you might need to change it if necessary. The organization selected here gets mapped to the SF424.

  3. Project personnel: Add other institutional key, non-key or other significant contributor personnel and add non-institutional key personnel who are considered Senior/Key Persons for the project.

    Image of a project details form section, showing a responsible department field, options to add personnel, and a highlighted checkbox for investigator status related to disclosure purposes
  4. Administrative Personnel: Enter the administrative contact and select team members that have edit rights. The persons selected can both view and edit the funding proposal. You may enter any additional contacts who can view the funding proposal but cannot edit it.

    Image of an administrative personnel form section, displaying fields for administrative contact and team member selection.

📘 Submission Information

To retrieve a specific Federal opportunity on the Submission Information page, under Type a package ID, opportunity ID or CFDA number, type values in one or more of the four search criteria fields, and click Find.

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