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How do I add a new project?

Modified on: 2014-10-30 10:48:44 -0500


To add a new project, complete the following steps:




Locate the COE Lead/Co-Lead, and click View on the far right.  Note: The Search field allows you to enter search terms to locate COE more quickly.




From the Center Information page, click View Projects located above Recent Logins.




Scroll down to the bottom of the page, and click Add a Project.




In the fields provided, enter information about the new project.  NOTE: Fields marked with an asterisk are required.  Click Save Project at the top or bottom of the page.




Above the Please Review box, click the Personnel tab.




To add personnel with access to the system, click Add Personnel under Project Personnel with Project Portal Access.  NOTE: You are required to add at least one Principal Investigator to a project.




Select the individual from the User menu.  Select the individual's role from the Project Role menu.  Select the individual's rights from the Project Rights menu. Select either Read Only or Edit.  Enter the individual's percentage of effort on this project in the % Effort field. (Optional)  Click Save Personnel.  To add additional personnel, repeat the previous step and this step.  Once you have completed adding personnel with access to the system, scroll down to Project Personnel without Access.  This section allows you to add individuals who are a part of the project, but do not require access to the system.   (Optional)




Click Add Personnel.




Enter the individual's first name, last name, and email address in the appropriate fields.  Select the institution from the Institution menu.  Select the individual's role from the Project Role menu.  Enter the individual's percentage of effort on this project in the % Effort field. (Optional)  Click Save Personnel.  Repeat this step and the previous step until all personnel without access has been added.  Click Save Project & Continue.





In the fields provided, enter information about the project's research framework.  (Optional)  Click Save Project & Continue.







Upload project reports, annual executive summaries, and milestones by clicking on the applicable
Add button. (Optional)  Click Save Project & Continue.





Upload project output documentation (e.g. peer-reviewed articles, student theses, etc.) by clicking on the applicable Add button. (Optional)  Click Save Project.


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