Creating a New Proposal in Kuali Research

This guide provides a concise, step-by-step process for creating and submitting a proposal in Kuali Research. For more complex scenarios, refer to the searchable PDF guide. Instructional videos are available for adding key personnel and managing compliance entries.

1

Start a Proposal

  • Go to Common Tasks and select Create Proposal.
  • Fill in required fields:
    • Proposal Type
    • Lead Unit
    • Activity Type
    • Project Start/End Dates
    • Proposal Title
    • Sponsor Code (use Lookup feature to find the correct sponsor)
  • Click Save and Continue to generate a Proposal Number.
 
2

Enter Sponsor & Program Information

  • Enter Prime Sponsor if applicable.
  • Select Submission Type (Email, Hard Copy, or Electronic) and provide details.
  • Fill in Sponsor Deadline, Deadline Type, and CFDA Number if needed.
  • Check Subawards box and attach the Subrecipient Commitment Form if applicable.
 
3

Add Key Personnel

  • Open Key Personnel panel and click Add Personnel.
  • Search for and add required personnel (at minimum, the Principal Investigator).
  • Assign roles (PI, Co-PI, Key Person) and complete certifications.
  • Under Credit Allocation, ensure percentages total 100%.
    Refer to the instructional video for adding key personnel.
 
4

Complete Questionnaire

  • Answer all required proposal-specific questions.
  • Some answers may trigger additional fields.
  • Click Save and Continue.
 
5

Add Compliance Entries

  • Click Add Compliance Entry and select the type (e.g., Human Participants, Biohazards).
  • Choose the appropriate Approval Status.
    See the instructional video for managing compliance entries.
 
6

Upload Attachments

  • Upload required documents under the Internal tab, such as:
    • Proposal Narrative
    • Budget Justification
    • F&A Agreements
    • Subrecipient Forms
  • Use the Notes section for internal comments.
 
7

Complete Budget

  • Follow the Building a Detailed Budget guide to create your budget.
 
8

Submit and Track Proposal

  • Review all sections for accuracy.
  • Click Submit for Review to begin the approval process.
  • Use View Route Log to track the proposal's status.
 

PDF

Notes and Hints

  • Subawards, Cost Share, Modular Budgets:
    For more details on these topics, refer to the searchable PDF guide.
  • Proposal Tracking:
    After submission, your proposal will be assigned to a Proposal Analyst for review. Visit Sponsored Programs Office for more information.