Creating a Revised Budget by Copying a Kuali Proposal

Overview: Follow the instructions below to copy a proposal in the Kuali Proposal Development module in order to create a Revised Budget proposal. See also Kuali Knowledge Base article: Proposal - Copy.

STEP 1: Log in to Kuali and navigate to Common Tasks. Under Proposal Development, click Search Proposals and find your original proposal. Under the Actions column, select copy.

You can also copy an open Proposal Development record by clicking COPY in the top navigation bar.

STEP 2: The Copy to New Document dialog box will be displayed (if you use the second method to copy, the dialog box will be titled Copying this single proposal but will have the same selection choices). Select the Lead Unit from the drop down list. Check the box next to Yes. Include budget(s). If you need to include the attachments then click the box next to Yes. Include attachments. The Yes. Include questionnaires box will already be checked. Click Copy.

STEP 3: The Proposal Details screen will be displayed. Review the information that was copied from the original submission. Select Revised Budget from the dropdown list next to Proposal Type. A new field named Original Institutional Proposal ID was created when you selected Revised Budget.

STEP 4: Click the magnifying glass next to the Original Institutional Proposal ID field. The Institutional Proposal Lookup dialog box will appear.

Step 5: Type the PI’s name in the Proposal Person field. Click Search.

STEP 6: A list of the PI’s proposals will be returned. Under the Actions column, select the record for the original proposal – review carefully. Click Save.

The Original Institutional Proposal ID field has been populated.

STEP 7: Navigate to the Delivery Info screen and indicate how the revised budget will be submitted. Click Save.

STEP 8: Navigate to the Sponsor & Program Information screen and complete the Sponsor deadline and Sponsor Deadline Type fields.

STEP 9: Navigate to the Budget tab and revise the budget.

STEP 10: Load any necessary documents to the Attachments section. Remove any that are no longer relevant.

STEP 11: Complete the Revised Budget Questionnaire under the Questionnaire section. If the budget change is 25% or greater, the proposal will get re-routed for internal approvals. Otherwise, it will by-pass routing.

STEP 12: Once finished, navigate to the Summary/Submit screen and click the Submit for Review button.