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📹 Review a Funding Proposal From a Department Perspective Video (opens in a new tab)

When a research team completes a funding proposal, they submit it for review. The system sends an e-mail notification to the appropriate reviewer, and the proposal appears in their inbox.

The proposal initially goes through a department review (which can involve up to four serial reviews). When the proposal passes department review, it goes through Office of Sponsored Programs (OSP) review. Department reviewers can add comments on the proposal pages. Office of Sponsored Programs (OSP) reviewers can add comments and also edit the proposal themselves.

This topic shows the basic procedure for a department review. It is essentially the same for Office of Sponsored Programs (OSP) reviews.

📘 To review a funding proposal

This image shows the Funding Proposal state, Department Review, on the workspace, and highlights the Review Funding Proposal button.

  1. Open the proposal by clicking its name from the e-mail notification or My Inbox.

  2. From the project workspace, click Review Funding Proposal.

  3. Review the data in the proposal. You can scroll through the proposal sections, or use the Left Navigator to jump to specific sections.

    1. To see what changed between this and a previous version, click Compare on the Left Navigator and select the version to compare against.

    2. If you find problems, you can add reviewer notes for the PI.

  4. After reviewing each section, select the check box at the bottom to indicate you have reviewed it.

This image shows a checked box next to the affirmation, Above section has been reviewed.

  1. The section turns green, and the check mark for the section also turns green.

  2. If someone edits the proposal later, the check mark turns gray and an Edit icon appears, indicating to review that section again.

If you do not use this change tracking feature, or miss a check box, this does not prevent the funding proposal from moving forward in the review process.

  1. When finished reviewing, click Exit to return to the proposal workspace.

  2. If you found problems in the proposal, you can request changes from the PI.

  3. If you are satisfied with the proposal, submit it for the next task in its workflow.

📘 To print proposal pages

  1. On the proposal workspace, click Printer Version.

This image highlights the Printer Version button on the proposal workspace.

  1. Click Print at the top of the preview.

  2. In the Print dialog box, select the desired printer, and click Print.

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