Answers to Questions Commonly Asked by InfoEd Users
Yes. Below are some helpful user tips.
- InfoEd is a web-based software system, and a user's web browser version can affect how InfoEd operates. InfoEd is currently supported by the following web browsers:
Apple: Safari through 9.0.3
Mozilla: Firefox 37.0.1 through 45.0.1, Firefox 38.0 through 38.6.1 ESR
Google: Chrome 42.0.2311.90 through 49.0.2623.110
Microsoft: Internet Explorer 11
Mozilla: Firefox 37.0.1 through 45.0.1, Firefox 38.0 through 38.6.1 ESR
Google: Chrome 42.0.2311 through 49.0.2623.110
- If you intend to upload PDF documents to your InfoEd proposal record, be sure that you are running the latest version of Adobe Acrobat when converting documents to PDF files.
- If you complete the Setup Questions screen and then return to make edits to the Setup Questions screen, be aware that changes will cause the screens budget screens (Budget Items, F&A, Cost Share, Budget Justification) to un-complete. And, previously entered data on the F&A and Cost Share screens will get wiped out.
Please view the InfoEd user guide, "Locating and Opening a Proposal Record."
PD refers to Proposal Development, and PT refers to Proposal Tracking. Both are user areas in InfoEd. PD is the area that faculty and staff use when entering a grant proposal in InfoEd while PT is the area used by Office of Sponsored Projects (OSP) staff to track proposal details such as proposal status, subcontracts, protocols, deliverables and communications.
There are a few reasons why you may be unable to edit your PD record:
- The user has entered the PD record in view mode instead of edit mode. When accessing a PD record to make edits, be sure to click on the paper/pencil icon underneath PD as shown below.
- The PD record is already in use. (Only one person at a time is able to edit a PD record.) When users improperly exit a PD record by closing their browser window, user remains logged into the record thereby preventing other users from entering the record in edit mode. To avoid this, always exit a PD record by clicking "Done" in the upper left corner of the screen as shown below. If your access to a PD record is limited due to other users being logged into the record, contact your pre-award research administrator. He/she has administrative rights in InfoEd to log out users from a record.
- The proposal has been submitted, and the corresponding PD record is no longer editable.
Not all proposal records have an associated PD record. A PD record is only created when a proposal is initiated and routed for internal approvals in InfoEd. If PD is greyed out when accessing a record, this means that no associated PD record was created and the proposal was routed to sponsored projects with a paper, OSP-1 Transmittal form.
This is InfoEd's way of letting you know the user profile for that particular person is missing key contact information required in the application. Please contact the individual and request they completely populate the primary address section of their user profile (this section is located on the General page). Also ask them to verify that their email address, office phone and fax are populated in their profile. Note: only UNR employees will have a user profile in InfoEd.
If your proposal is a system-to-system submission to Grants.gov and the application does not utilize a modular budget then, yes, you must enter the full, detailed budget into InfoEd in order to populate the the Grants.gov budget form. Otherwise, you can enter your project financials in terms of project total direct costs, F&A and then upload a detailed, line item budget. To do this, enter total direct costs for each budget period on the Budget Details screen in the Non-Personnel Costs section. Using the "Click to add" button, enter "Total Direct Costs" in the Description field, and choose "Other Costs" as the Sponsor Budget Category. Then, in the Purchase/Usage Schedule area of the screen, enter your total direct costs for each budget period. Be sure that the Charge Start Date and Charge End Date correspond to the budget periods. Save your edits to this screen, return to the Budget Items screen and check the completed box in the upper right of the screen. Next, navigate to the F&A screen. In the Sponsor Calculation Method drop-down menu, select "Manual (lump sum by period), and then enter your F&A figures for each budget period in the F&A Totals field(s) at the bottom of the screen. Save your changes and check the "Complete" box in the upper right of the screen. Lastly, be sure to upload a detailed, line item budget on the Internal eForms & Docs screen.
Return to the Budget Items screen and un-check the "Complete" box in the upper right. Now you can make any necessary edits. When done editing, save your changes and check the completed box in the upper right of the screen. Note: If you un-complete the Budget Items screen, the other budget screens (F&A and Cost Share) will un-complete as well since they are components of the budget. Be sure to review the F&A and Cost Share screens to verify the information is still correct, and check the completed boxes on these screens when done.
When I un-check the “Complete” box in upper right corner of the Budget Items screen, the “Complete” box in upper right corner of the Cost Share screen un-checks too. Why?
The cost share screen is a component of the budget, so when the "Complete" box on Budget Items screen is un-checked, the "Complete" box on any component screens such as F&A and Cost Share will automatically un-check as well in case edits are needed on these companion screens.
Do you see the checkbox next to the word, "Complete," in the upper right corner of the form? Is it checked? If yes, click the box to remove the check. You should be able to edit the form.
On the OSP-1 Transmittal Form in InfoEd, Investigator Information section, I don’t understand the Agency and Org. What does this mean? What if I don’t know my Agency and Org?
Agency and Org are numbers within a UNR account number that denote the UNR college/campus unit (the Agency) and department (Org) within that college/campus unit to which the account belongs. In UNR account number, 1320-114-0635, the Agency is 114 (middle three digits) and the Org is 06 (first two digits of the last four digits). If you are unsure of your Agency and Org, ask your department administrative assistant; they will know.
On the OSP-1 Transmittal Form in InfoEd, what is the purpose of the Assignment of Recognition and F&A Distribution section?
The purpose of this section is to indicate how individuals participating in the project shall be recognized for their contribution and how the F&A recovered will be split amongst those individuals, their departments and their colleges/campus unit.
On the OSP-1 Transmittal Form in InfoEd , I am not sure what to select for the “appropriate F&A Base.” What do the different F&A bases mean?
The indirect cost base is the base on which indirect costs are calculated. MC- Modified Costs is the indirect cost base that results when the indirect cost calculation excludes the following budget items: participant support, capital expenditures, equipment (any one item over $5,000), patient care, rental costs of off-site facilities, scholarships and fellowships, each subcontract portion in excess of $25,000 and tuition. TC-Total Costs is the indirect cost base that results when the indirect cost calculation does not exclude the budget items excluded in MC. SF-Salary & Fringe, is the indirect cost base that results when indirect costs are calculated only on salary and fringe benefits. EX-Exceptions, is the indirect cost base that results when indirect costs are calculated in an atypical way different from the aforementioned methods.
On the OSP-1 Transmittal Form in InfoEd , I am not sure how to answer the question about foreign nationals. What if I don’t know if foreign nationals will work on my project?
If you are unsure whether any foreign will participate on the project, answer "No." This question is asked in the event that a resulting award agreement contains export control conditions. Export controls may affect foreign nationals who are working on the project, so it is helpful for the UNR Office of Sponsored Projects to know at proposal time if foreign nationals will be involved in a project. If an award agreement does contain exports controls, the Office of Sponsored Projects compliance manager will always notify the principal investigator to verify whether or not foreign nationals will be working on the project.
I am a subcontractor on another organization’s grant proposal. Do I still need to enter my part of the project into InfoEd?
Yes, UNR acting as a subcontractor to another organization is essentially a proposal to the organization with which UNR is collaborating. Therefore, you still need to enter your budget, budget justification, statement of work and any other required documents in InfoEd. You will also complete the OSP-1 Transmittal Form directly in InfoEd and route your proposal for internal approvals via InfoEd. Further, the completed proposal should be routed for internal approval via InfoEd with enough lead time to ensure it reaches the UNR Office of Sponsored Projects five business days prior to the submission deadline.
You will record the additional funding by creating a proposal record in InfoEd. When you create the new proposal record in InfoEd, select the "New Proposal" option during the setup questions. Choose "Copy from an existing proposal" in the options at Step 1 of the "New Proposal Questionnaire." At Step 1A of the Set Up questions, enter the existing OSP number (i.e. 1500001) from the previously submitted proposal that was awarded and is now being funded with additional dollars (supplementary project funding) then click "Continue to Next Step." At Step 2, select "Supplement" from the drop down menu then click "Continue to Next Step." Once all the necessary questions are accurately answered, click "Yes, Create Proposal." This will take you to the Proposal Development Setup Questions tab where you will click "Look up" where it says "Link to Existing Proposal" in the "General Proposal Properties" section of the screen. This will create a pop-up box where you will check the box next to the previously submitted proposal, i.e. 1500001. Then, click "select" in the upper right corner. You will now see that the proposal number in the upper right corner has changed and is assigned the same number as the original proposal but with a dash and two digit extension, (i.e., 1500001-01). Finish the remainder of the proposal entry and routing process as you normally would in InfoEd.