Help – Copy an Existing Proposal

This topic assumes the user has created proposals previously in eTRACS. See eTRACS.ecu.edu/Help for overviews of that process.

Procedure

Navigate to the Proposal Development module and click Proposal under the Create New section

New Proposal Questionnaire

  • Create New Proposal > Continue
  • Choose “Copy From Existing Proposal” > Continue

  • Use one of these procedures. Either:
    • Type in the proposal number > Continue
    • Leave the field blank > Click Browse
      • Search for a proposal by one of the attribute fields > Click Go > Click Select when the proposal is populated at the bottom of the screen
      • The proposal number will populate in the New Proposal Questionnaire > Click Continue

Complete the New Proposal Questionnaire

  • NOTE: Some proposal information will populate from the copied proposal
  • The budget tab will not populate from the copied proposal

Create the Proposal