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Administrator Guide
Last Updated: 2026-04-03
Steps: Set Up and Manage Award Proposals

Steps: Set Up and Manage Award Proposals

You can set up award proposals during the pre-award phase of the award lifecycle. Record award proposal information, including:
  • Potential funding amounts and dates.
  • Facilities and administration rate agreements.
  • Personnel.
  • Proposed committed effort.
  • An attached sponsored research plan.
  1. Example: Select
    Proposed Award Type
     to require users to include a proposed award type for every award.
  2. Access the
    Maintain Award Proposal Submission Types
     task.
    Define submission type values to identify the type of your submitted proposal, such as new or renewal.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  3. Access the
    Maintain Award Proposal Lifecycle Statuses
     task.
    Define lifecycle statuses that designate the state of your award proposal.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  4. Access the
    Maintain Award Purpose Codes
     task.
    Define codes that explain the purpose or focus of an award.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  5. Create facilities and administration rate agreements.
  6. Access the
    Maintain Award Personnel Responsibilities
     task.
    Define responsibility titles for the personnel associated with an award.
    Security:
    Manage: Grant Proposals
     domain in the Grants Management functional area.
  7. (Optional) Access the
    Maintain Award Attachment Categories
     task.
    You can create document categories to assign to your attachments on award proposals. Examples of categories include
    Proposal
     or
    Biosketch
    . Categories enable you to identify documents by type when reviewing an award proposal.
    Security:
    Set Up: Grants Management
     domain in the Grants Management functional area.
  8. Establish a schedule or calendar with years and fiscal periods for the proposal grant.
  9. Access the
    Create Proposal Grant
     task.
    Create a grant that you can associate with your proposal. You need a proposal grant to record the proposal budget.
    Security:
    Manage: Grant Proposals
     domain in the Grants Management functional area.
  11. (Optional) Associate a budget with your award proposal.
    You can set up an award proposal budget to record the budget proposed to the sponsor.
    See Steps: Set Up Plans or Budgets.
    When you create the plan template, select a value in the
    Plan Structure
     prompt that has a
    Plan Type
     of
    Award Proposal
    .
Access the
Find Award Proposals
 report to view proposals by status, sponsor, cost share total, award, or other attributes that you specify on the report filter.
When you receive funding from your sponsor, you can create an award directly from the proposal. Workday enables the associated grant worktag for spending activities.