Add and Edit Proposal Form Questions

Each proposal form has questions grouped by section. Each section contains at least one question.

Edit a section

1. Scroll down to "Sections".
2. Find the section you want to edit. 
3. Click the"Edit" button in the top right corner of the section. 
4. Make your changes. 
5. Click "Save". 

Add a new section

1. Scroll to the bottom.
2. Above "Review Questions", click "Add section".
3. Enter a title. 
4. Enter instructions, if any. 
5. Click "Save". 

Add a question to a section

1. At the bottom of the section, click "Add question".
2. Enter the question.
3. Enter instructions, if any.
4. Change the "Answer Type" to the type of field the applicant will interact with.
   1. Depending on the Answer Type selected, you may have other information to fill out. 
   2. See Answer Types in the section below to see more about the Answer Types. 
5. Check the "Required" box if the applicant must answer the question. If an answer is optional, then do not check the box.
6. Click “Save”.

Answer Types

General:

• Answer Types from "Text" to "People" are available to any region. 
• All Answer Types below "People" are unique to the region. 
• Anything after "Practices" is specific to the region and grant type selected, and will be in the Project Report. 
• Answer Types used in the Project Report can be seen by the public. 

Options:

• • Copy from pre-proposal: 
    • Select the pre-proposal question that you want to copy from the dropdown menu. 
    • Each pre-proposal question was found on the pre-proposal. 
  • Cooperators
    • This will be on the Project Report. 
    • If this is selected, then you will need to fill out the roles of the cooperators.
    • Each cooperator with one of these roles will be added to the Project Details on the Project Page as a coordinator: 
      • Co-coordinators
      • Co-managers
      • Co-leaders
      • Co-investigators
      • Additional Advisor/Major Professor
      • Additional Graduate Student
    • Do not select the professor or student roles if it is not for a graduate student grant.
    • Cooperators will need to confirm their roles. Regional administrators can manually do this for them if they have received verbal confirmation from the cooperator. 
    • Regional administrators can also resend the confirmation email. 
  • File Upload
    • Images will be embedded in the proposal.
    • Spreadsheets and PDFs will be accessible by link. 
    • If a proposal is exported, then any PDFs may be included in that export. It depends on the PDF protection settings. 
    • Avoid using PDFs if possible - sometimes they have protection issues that make it so that we can't use them, and they aren't mobile-friendly.
  • Project Start Date
    • Used in Project Report to calculate budget.
    • If you have a Fixed Start Date set in the Form Details, then don't use this. 
  • Project End Date
    • Shown as Contract End Date in the Project Report.
    • Used in Project Report to calculate budget
    • If you have a Fixed End Date set in the Form Details, then don't use this.
  • Project State
    • The US state where most of the project work will be done. 
    • This will be in Project Report. 
  • Project Abstract/Summary
    • This will be in the Project Report as Proposal Abstract. 
  • Project Objectives
    • This will be in Project Report. 
  • Project Institution Information
    • In budget. 
  • Project Objectives
  • Amount Requested
    • Proposal form must have this or Budget.
  • Budgets
    • Proposal form must have this or "Amount Requested".
  • Benefits and Impacts
    • This will be in Project Report.
  • Commodities
    • This will be in Project Report.
  • Practices
    • This will be in Project Report.