Help – Start a New Federal Proposal

This topic assumes the user is already able to login to eTRACS. See Logging Into eTRACS for an overview of that process.

Procedure

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

Step 1 – New Proposal Questionnaire:

• Create New Proposal > Continue
• Select from Grants.Gov Opportunities or Select from all SPIN Opportunities
  • Type in the Grants.Gov ID, SPIN Opportunity number or key words
  • Keep S2S box checked
  • Click Search

• Click the gray arrow to view more information
• Click Select to choose the opportunity

Step 2 – Select Proposal Type from the drop down menu > Click Continue

Step 3 – Sponsor will be populated, but can be changed to a more detailed directorate or branch by clicking on the “Select sponsor from full list” button > Click Continue

Step 4 – Proposal Number assigned automatically (no user action required)

Step 5 – Type in the Proposal Title

Step 6 – Fill in project dates > Click Continue

Step 7 – eTRACS will guess at the number of budget periods based on the project dates, but can be changed using the drop down > Click Continue

• NOTE: If the proposal has more than 7 budget period – choose 7 on this screen and edit the number of budget periods on the Budget Setup screen in the Budget tab of the proposal. See the “Editing Proposal Project Dates and Periods” section of the Quick Tips training document.

Review all information summarized from the New Proposal Questionnaire > Click Create Proposal