A.         Introduction

A.1.     CoeusLite vs Coeus Premium

A.2.     Submission of proposals to Grants.gov

A.3.     Submission of Non-Grants.gov proposals

A.4.     Multi-campus installation

B.         Getting Started

B.1.     Log in

B.2.     Coeus Home Screen

B.3.      (Re)Setting your UNIX password

C.         Navigating Coeus

C.1.     Navigation bar

C.2.     Mandatory fields

C.3.     Searching with the Wildcard

C.4.     Searchable Fields

C.5.     Click-happy users

D.         Identify Proposal to work on

D.1.     All Proposals

D.2.     Proposals in Progress

D.3.     Create New Proposal

D.4.     Grants.gov Opportunity Search

E.          Work on a ProposalRev. A (April 8, 2008)

E.1.     General Info

E.1.1.           Header

E.1.2.           General Info Screen Body

E.2.     Organization

E.2.1.           Designate Performing Organization

E.2.2.           Identify Additional Locations

E.3.     Investigators / Key Persons

E.3.1.           Add Key Persons

E.3.2.           Save Key Persons

E.3.3.           Key Person Details and Certification

E.4.     Credit Split

E.4.1.           Divide up 100% between Investigators

E.4.2.           Divide each Investigator’s credit among his/her units

E.4.3.           Removing Investigators and/or Units from the Credit Split Window

E.5.     Special Review

E.6.     Abstract

E.7.     Others

E.8.     YNQ (Yes/No Questions)

E.9.     Proposal Roles

E.9.1.           Add a Coeus User to a Proposal

E.10. Grants.gov

E.10.1.        Identify a Grants.gov Opportunity

E.10.2.        Confirm the Opportunity is Coeus-compatible

E.10.3.        Choose Method of Submission

E.10.4.        Select Optional Forms to be included

E.10.5.        View, Print, and Save Forms

E.10.6.        Change the Proposal Opportunity

E.10.7.        Validate Proposal

E.10.8.        Monitor Submission Status

E.11. Upload Attachments

E.11.1.        Preparing Documents for Upload

E.11.2.        Upload Proposal Attachments

E.11.3.        Upload Personnel Attachments

E.11.4.        Upload Institutional Attachments

E.12. Validate

E.12.1.        Mandatory Items not included in Validation

E.13. Submit for Approval

E.13.1.        Make Sure Proposal is Complete

E.13.2.        Track Status

E.14. Print

E.15. Copy Proposal

E.15.1.        Copy Budget(s)

E.15.2.        Copy Attachments

E.15.3.        Create New Proposal

E.15.4.        Use the Copy Function to Create Proposal Templates

 

F.          Budget

F.1.     Budget Versions

F.2.     Budget Summary

F.3.     Print

F.4.     Budget Set Up

F.4.1.           Personnel

F.4.2.           Adjust Periods

F.4.3.           Proposal Rates

F.5.     Budget Periods

F.5.1.           Detailed Personnel Budgets

F.5.2.           Equipment

F.5.3.           Travel

F.5.4.           Participants / Trainees

F.5.5.           Subcontractors / Consultants

F.5.6.           Other Direct Costs

F.6.     Modular Budgets

F.7.     Project Income

G.         Where to Get Help & Request Changes

G.1.    Coeus@UAlbany Website

G.1.1.          Modify / Add Rolodex Entries

G.1.2.          Modify / Add Sponsor Entries

G.1.3.          Modify Authorized Signatories

G.2.    Coeus Helpdesk

G.3.    Modify Employee Personnel Information

G.4.    Training

G.4.1.          OnDemand – An Online Resource

G.4.2.          Classroom

H.          Glossary

 


Revision Control Record

Revision Control will be maintained on each section of this manual. 

 

Manual Section

Rev. No.

Rev. Date

Description of Changes

A.  Introduction

Original

3/18/08

 

B.  Getting Started

Original

3/18/08

 

C.  Navigating Coeus

Original

3/18/08

 

D.  Identify Proposal to Work on

Original

3/18/08

 

E.   Work on a Proposal

Original

3/18/08

 

 

Rev A.

4/8/08

Add section E.10.7 to differentiate between Validate function on the grants.gov page from the Validate function on the main navigation bars.  Pages changed: E-26 through E-39.

F.   Budget

Original

Not yet released

 

G.  Where to Get Help and Request Changes

Original

3/18/08

 

H.  Glossary

Original

Not yet released