Quick Tip – Assigning an Originating Sponsor

In the Set-Up questions of the proposal development record under the Proposal Sponsor (ECU’s Direct Sponsor), answer Yes to the question – Is this a Flow Through Project?

Answering Yes will trigger a pop-up window.

In the pop-up window, select Change next to Originating Sponsor.  Find your sponsor and click Select.

Save to close out of the pop-up window.  A warning window will appear.  Click Ok.

Originating sponsor should now appear under the Proposal Sponsor.