If your eTRACS questions are not addressed in any of the resources below, please contact us for additional assistance.


Help PageHelp Video
Definitions & Key Concepts
Navigating eTRACSVideo
Customizing the Dashboard
Setting Up "My Profile"
eTRACS ModulesVideo
Assigning & Using Delegates
Key Personnel by Sponsor Matrix

Quick Tips

Help PageHelp Video
Interpreting Proposal & Change Request RoutesVideo
Revising the Setup Questions
Assigning an Originating SponsorVideo
Changing the Proposal Title
Changing the Proposal Sponsor
F&A Scheme Dictionary
Chose Wrong Proposal Template
Adding External Consultant Personnel
Editing Proposal Project Dates and PeriodsVideo
Exporting a Standard Proposal Budget
Exporting a Fixed Price Budget
Sponsor Changes to MTDC Categories
Allocation of Credit – Clinical Trial Principal Investigators
When Pre-Review Routing is Disapproved
Adding an Individual to a Final RouteVideo
Exiting a Record
When Final Routing is Disapproved
Federal S2S Submission Issues
Email Fetching

Developing Proposals

Help PageHelp Video
Routing Steps & 10-5-2 Timeline
Start a New Non-Federal Proposal
Start a New Proposal with ECU as a SubawardeeVideo
Start a New Federal ProposalVideo
Start an Industry-Sponsored Clinical Trial Proposal
Start a Multi-Component/Multi-Core Proposal
Copy an Existing ProposalVideo
Creating a Collaborative NSF Proposal
Associated Departments and Centers
Completing the Pre-Review & Additional Info TabsVideo: F&A
Video: Cost Sharing
Completing the Personnel Tab
Completing the Budget Tab
NIH Modular Budgets
Using To-Be-Named Personnel in Budgets
Adding Cost-Share to a BudgetVideo
Adding Subawards to Proposal Budgets
Completing the Allocations TabVideo
Completing a Non-Federal Proposal
Completing an NIH Proposal
Completing an NSF Proposal
Finalizing a ProposalVideo
Pre-Proposals - Development and Routing

Proposal Actions

Help PageHelp Video
PI CertificationsVideo
Review & Approve a PreReview RoutingVideo
Review & Approve a Final Proposal RoutingVideo
Reviewing & Approving Pre-Review & Final Proposal Routes (Research Administrators)
Final Review Rework Needed (Research Administrators)

Change Requests

Help PageHelp Video
Submitting Change RequestsVideo
Approving Change RequestsVideo
New Award Meeting Confirmation and Waiver ProcessVideo
PI Closeout Attestation - ORA Post-Award InitiationVideo
PI Closeout Attestation - PI Approval
Cost Exception Request - Initiation
Cost Exception Request - Post-Award Guidance
ORA Award RoutingVideo
Subaward Initiation and Modification - ORA Post-Award ApprovalVideo


Help PageHelp Video
Adding a New Sponsor
Facilities and Administrative Costs
Sponsor F&A Limitations
Agreement Tracking
Document Naming Conventions
Just In Time Requests
Budget Rounding Error Help

Creating Awards & Other Management Guides (ORA Use Only)

Help PageHelp Videos & Companion Checklists
Adding AwardsAdding Awards Checklist
Agreement Tracking in PT
Updating the Awarded Budget
Adding New Periods vs New Modifications
Processing a Change of PIAdding Awards Checklist
Creating & Tracking Outgoing SubawardsOutgoing Subawards Checklist
DeobligationsAdding Awards Checklist
Record Linkages and Relating Proposals
Creating a Stand Alone Management (PT) Record
Assigning the Grant Number in AT
Master Record Controls