Proposal Management

Proposal Management: Manage Data
Overview When a PAF is routed for approval, it is put into a non-editable state. Using Manage Data menu activities you can change certain types of data without putting the PAF Worksheet into an editable state and creating change logs. This procedure includes:

Proposal Management: Manage Department Information
Overview As a Research Unit Liaison (UL) or as a Unit Reviewer, you can maintain a list in eResearch Proposal Management (eRPM) of the people or groups who do the following for each Department ID to which you are assigned:

Proposal Management: Manage Hold (ORSP)
Overview The Manage Hold activity allows ORSP to place and remove an Award from a Hold state. ORSP will evaluate if there are any outstanding items that need to be completed prior to processing the awards. The ORSP Project Representative (PR) will place an award on Hold if any of the following are missing:

Proposal Management: Manage Non Key Investigators
Overview The Manage Non Key Investigators activity allows the PI/Project Team and Approvers in the Administrative Home chain to add, edit, or deactivate the set of Non Key Investigators on an Award. An email notification will be sent to Award editors (PI, U-M Sponsor PI, Post Award Contact, and any other administrative personnel) upon completion of this activity. Navigation Role: PI & Project Team > Award workspace > Manage Non Key Investigators activity

Proposal Management: Manage Security Plan
Overview The Export Control, Site Manager, or VIP roles can manage a security plan for a PAF/ UFA / Award (AWD). The Security Plan can be uploaded from a PAF/AWD/UFA Workspace. This procedure shows managing a Security Plan from a PAF Workspace. Navigation Role: Export Control or Site Manager > My Home > PAF Workspace

Proposal Management: Manage Security Plan on an Award
Overview The Export Control, Site Manager, or VIP roles can manage a security plan for an Award. The Security Plan can be uploaded from a PAF, UFA, or Award workspace. This procedure shows managing a Security Plan from an Award workspace. Navigation Role: Export Control > Award workspace

Proposal Management: Manage Unit Data
Overview About Manage Unit Data:

Proposal Management: Manage Unit Documents and Unit Defined Terms and Conditions
Overview The Manage Unit Documents activity allows the PI/Project Team and Reviewers in the Admin Home chain to make Unit Comments and to add or remove Unit Documents. Comments and documents added via this activity will display on the Unit Info tab of the Award workspace. Completion of this activity will not generate an email notification. Documents stored here are also visible to central offices.

Proposal Management: Multi-Record Search
Overview This procedure demonstrates how to search across all record types (Award (AWD), Proposal Approval Form (PAF), Subcontract (SUBK), and Unfunded Agreement (UFA). This search is available to central office and Reviewer roles.

Proposal Management: Non-UM (External) Personnel
Overview Effective August 19, 2024 Friend Account logins to eRPM are longer allowed. A Sponsored affiliate account will be required for external (non-UM) parties needing access to eRPM.