My Proposals - IT How To (2024)

Progress bar

A progress bar banner, which shows the proposal completion progress. It shows in which step of the process you are right now, marked with a red indicator. The previous steps are colored in green once you have completed them, taking into account that the first two steps are performed in the Funding and Tenders Portal prior to accessing the submission wizard.

Proposal information panel
Displayed on the left hand side of the screen, it is the ID card of your proposal. The information displayed there is completed as the user progresses. It also shows useful information such as the submission deadline for the corresponding call.

Configuration status check tool

It is displayed at the bottom left part of the screen. In this visual example, the configuration complies with the minimum requirements.
This part also allows downloading the Part B templates in RTF format, and it includes links to the help wiki site and the Online Manual.

Action buttons

Buttons for the available actions. They will be different depending on the step in which you are. The ones in this example, corresponding to the Proposal forms screen, are connected to editing the administrative form Part A and uploading the Part B documentation. In the Participants screen, they will consist of actions to add/remove partners, etc.

Proposal navigation buttons

Available at the bottom right corner, they allow you to go from one step to another, validate the content of the proposal and to submit your proposal.

This is the Create proposal screen of the wizard, first screen when launching the submission system. 7 actions are available here, each one indicated below with a number shown in the image that follows:

1. Enter your organisation search criteria.
2. Alternatively, select a previously associated organisation.
3. Click on the Search button to start the organisation search procedure.
4. Select your role, either Main Contact or Contact person.
5. Enter a proposal acronym.
6. Enter a proposal short summary.
7. Click the Save and go to next step button.

The second screen after having saved your proposal is Participants. It is used to set up the consortium in the proposal. You will be able to perform these 8 actions, indicated on the picture via a number:

1. Click on the Add Partner button to add a new Partner.
2. Click to display guidance on the Participants section of proposals
   1. Warning on the required number of participants. It will be different from call to call.
3. Add contact: it will allow you to specify a contact for that organisation.
4. Displays information about Main contacts, access rights and invitation sent by the system.
5. Edit contact, allowing you to modify the contact details (i.e. name, access right and project role) or remove it.
6. Displays the email address and access rights in the project for a given contact.
7. Save and go to next step button, allowing you to move into the Proposal forms screen.
8. Edit participant name within the project.

Additionally, you can perform the following actions for an existing partner organisation using these buttons:

1. Delete participant

Click this button to delete any participant except the coordinator. Clicking this button for a given participant will remove the organisation from the partner list. This includes any contacts which were provided. Therefore, those contacts will lose their access to the proposal.

2. Info

Click this button to display a help window explaining how you can manage the contact person(s) and what the Main Contact person role means, as well as what kind of access rights the contacts you provide will receive.

3. Add contact

Click this button to add a new contact to an existing partner company.

4. Edit existing contact

Click this button to edit an existing contact.

5. Delete existing contact

Click this button to delete an existing contact.
Note: You cannot delete a contact when this user is currently logged in.

6. Contact information

Click this button to see more information about that specific contact. The name field will expand showing the email address and access level of the contact within the proposal.

7. Change organisation

Click this button to replace the existing organisation (PIC). Upon clicking on this button, accept the message; you will get the PIC search window.

Coordinator contacts with full access rights can change the contacts for the new selected partner if needed.

8. Contact organisation

Click this button to contact the LEAR or/and the Account administrator of an organisation.

The Edit proposal screen is the main screen where you prepare and upload the supporting documents for your proposal:

1. Click to open guidance on editing the proposal forms.
2. Click to open guidance on editing the Administrative forms (Part A).
3. Action buttons for the Administrative forms in Part A.
4. Click to open guidance on annexes and Part B forms.
5. Click to upload required Part B document.
6. PDF Navigation buttons.

The final screen, the Submit screen, is available after submitting the proposal:

1. Update proposal: allowing you to change the content of your proposal. Please note that you will need to submit again for the changes to be reflected. Also, this action is available only until the call closure date/time is reached.
2. Download: allowing you to download a digitally signed copy of your proposal. This will not be available immediately after submission. If the copy is not available yet, you will get a message asking you to wait a bit longer.
3. Withdraw proposal: this allows you to withdraw your proposal so that it does not go to the validation phase.

If the call is still open when withdrawing, the entered data will be available and you will able to edit and submit again. The button Update proposal will be again active for such an aim.
If withdrawn, a message in red will appear on the screen, informing that the proposal will not be considered for evaluation.