Proposal Management: Additional Help: Related PAFs

Related PAFs

You can relate multiple PAFs together. Create and view PAF relationships using Related PAFs under the Manage Data left-side menu on the PAF workspace.

Important

• People with the PI & Project Team or Reviewer role with access to a PAF can relate PAFs.
• You must have access to both PAFs to see the relationships from both the original PAF and its related PAF.
• You can relate PAFs in any state.
• Relating PAFs is mainly used for reporting purposes from the eRPM dataset.

Steps

1. Click Related PAFs under "Manage Data".
2. Click Add.
3. Select Relationship for Current PAF (see definitions below).
4. Select Related Relationship for PAF you want to relate to the original PAF (see definitions below).
   Note What you can select depends on the Relationship selected for the Current PAF.
5. Enter and select the Related PAF ID to relate to.
6. Enter Notes For Current PAF if you select Other as a relationship.
7. Click Save.
8. Click OK.

PAF Relationship Definitions

Competitive Continuation/ Renewal

An application for sponsor consideration to continue a currently active or previously funded project (by that same sponsor). Example: Sponsor awarded funding for a five-year project. PI wishes to apply for funding to continue funding for an additional five years. This second application would be considered a Continuation or Renewal.

Full Proposal

An application that is being submitted in response to a sponsor invitation following submission and review of a pre-proposal/pre-application to the sponsor. Must be related to a Pre-Proposal PAF.

Increment

An application submitted to sponsor in order to receive continuation of funding. This does not undergo a competitive review process from the sponsor but does require a new PAF.

Main

The original PAF that needs another PAF related to it.

Other

Create your own relationship to another PAF. In the Notes for Current PAF field, specify the relationship. Creates a reciprocal relationship with the other PAF, but does not fill in the "Notes for Current PAF" on the related PAF.

Pre-Proposal

Application submitted to a sponsor that includes a brief summary of the project, personnel, and budget. After review, some applicants are invited to submit complete, formal applications. Must be related to a Full Proposal PAF.

Project

An application submitted to a sponsor that fits under an Umbrella Agreement. Must be related to an Umbrella PAF.

Resubmission

An application that is being revised and submitted again for review by the same sponsor, typically altered in response to reviewer critiques of a previous submission of the application. Implies the sponsor made a final decision not to fund the previous version.

Supplement

An application for additional funding to supplement a currently funded project (same sponsor). The request may cover additional work or simply increased costs of the existing project.

Umbrella Agreement

An application that contains other projects or tasks within it. Must be used with a Project PAF.

Related Resources

Relate PAFs step by step procedure