Proposal Management: PI & Project Team Home Workspace

Your available Roles

• If you have multiple roles (e.g., PI & Project Team and Reviewer), click the role name to select that role. Your active role appears in bold.
• The role selected determines what is displayed in your Home Workspace (e.g., tabs, listers, activities, etc.).

Tabs organize your Home Workspace into the following sections:

• PAFs – Displays PAFs/proposals that require action by you or your unit.
• Awards - Displays Awards that require action.
• ACRs - Displays ACRs that require action.
• SUBKs – Displays subcontracts (SUBKs) that require action / that are currently in progress.
• UFAs – Displays Unfunded Agreements (UFAs) that require action / that have not yet been signed by the PI.
• In Progress – Displays all of your PAFs/proposals that are currently in progress. These could be PAFs that are still being completed, PAFs routed for unit review, or PAFs being reviewed by ORSP.
• Submitted to Sponsor – Displays all proposals submitted to a sponsor.
• Award Received – Displays all proposals that have received an award from a sponsor, but have not been fully processed by ORSP and Financial Operations.
• Active – Displays all projects that have had their award processed and are active in the general ledger.
• Closed – Displays projects that have concluded and have been closed.
• Cancelled – Displays PAFs/proposals that have been cancelled prior to submission to sponsor.
• Not Funded – Displays submitted proposals that were not funded by the sponsor or that were withdrawn by the PI.
• Tip To open tabs that may be collapsed under More... in a new browser tab, hold Ctrl and click the desired sub-tab on a PC, or hold Command and click the desired sub-tab on a Mac.

Create New PAF – Click to create a new PAF.

Create New UFA - Click to create a new UFA

Create New Clinical Trial Routing Form (CTRF) – Click to create a new CTRF.

Create New User – Click to create eRPM account in order to add person to a PAF (e.g., need to add account for PI or Research Administrator).

Workspace Listers – Lists PAFs, SUBKs, etc. that you are associated with (e.g., Study Team member) that require action by you or your unit for submission or approval. Examples include:

• PAFs with Required Action – Displays all PAFs that you need to do something with (e.g., completing PAF, make changes and submit changes, route for approval, etc.).
• Hardships with Required Action – Displays all Hardships that you need to do something with.
• PAFs Not Yet Signed by All Investigators – Displays all PAFs that have not yet been signed by an investigator. Use this to quickly find a list of PAFs that still need to be signed.
• PAFs Requiring Export Control Details – Displays all PAFs with Export Controls.
• PAFs Assigned to You for Ad Hoc Review – Displays all PAFs awaiting your review.

Filter – Allows you to search for items within lister (e.g., PAFs) using various criteria. Select Filter criteria, enter a keyword in the search field, and click Search.

Tips

• Use a percent sign (%) as a wildcard (e.g., “%Dav” will return results for David, Davis, Davidson, etc.).
• Click Add Filter to add more criteria to filter by.

Search - Click to access search sub-tabs:

• Project Team PAF Search – Use to search for PAFs you are associated with (e.g., Study Team member, Reviewer, etc.).
• eRA Commons ID -  Use to search for an eRA Commons ID affiliated with the University of Michigan.