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pd editvsview

Proposal Development Edit vs View

The Problem

  • We sometimes hear that PD "Edit" and PD "View" are not always easy to differentiate.  
  • This results in users finding themselves in "View" mode when they meant to be in "Edit" mode.
  • They are therefore unable to upload the documents, make changes, or start the proposal route.

The Solution

  • If you cannot see the blue link called “Add Institution Forms / Supporting Documents” on the Uploaded Documents Tab, or if you cannot see the Submit Final Review "Thumbs Up" icon on the Finalize Tab you are likely in the PD "View" mode rather than PD "Edit" mode.

  • This is a common error and is easy to resolve.

  • Click the "Done" button at top left corner to exit the proposal.

  • Then come back into the proposal by clicking PD "Edit" mode.  Hover your mouse over the yellow folder and click the PD Edit icon.  See image below. 

  • If you are still having trouble, please don't hesitate to contact us for help.

pd edit

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Last modified September 22 2015 09:49 AM

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