1. Welcome to InfoEd Proposal Tracking View Only and SPIN Training July 2, 2007 Shari Nguyen, Trainer, Project Café Kim Weldon, Trainer, Project Café

2. 1 Agenda  Goals/Objectives  Conversion – the Basics  InfoEd – the Basics  Proposal and Award Budgets – the Basics  SPIN Searching for Funding Opportunities  SMARTS for E-mail Alerts

3. 2 Goals/Objectives Understand the relationship of the existing process to the new InfoEd process Understand how to perform basic navigation through InfoEd Understand how to search for and interpret data in InfoEd Understand how to search SPIN and configure SMARTS

4. 3 Conversion InfoEd  NU’s solution for pre-award needs to find funding and create, track proposals Proposal Tracking  Track all elements of the proposal and award Proposal Development  Create, review and submit grant proposals. SPINPlus  SPIN - Search Opportunities  GENIUS - Search Collaborators  SMARTS - Opportunity Notifications

5. 4 Conversion What is being converted?  All NUORISN proposal and award records associated with CUFS accounts active as of 1/1/06  All Proposals submitted since 8/31/04  All awards received since 8/31/04 along with any prior awards and their parent proposals

6. 5 Conversion How is conversion happening?  For awards in NUORISN, OSR is assigning each to a parent proposal id, a subproject id and a budget year  No conversion from Subcontract Database, except a list of subcontractors NU does business with

7. 6 Conversion New Terminology  Institution Number  Proposal  Award  Account Number  Subprojects  Subcontracts (Consortia)

8. 7 Conversion New Numbering Conventions  CNV00##### Proposals converted from N  CNV00#####S## Subproject converted from N (redistributed award)  SP######## Proposal created in InfoEd  PROJ###### Subproject created in InfoEd

9. 8 Let’s get the party started! Windows Login PW = trainfolk http://practice.infoed.northwestern.edu InfoEd Login UN = NetID PW = infoed