Develop an FRDF Proposal – Business v2
3.1 Develop an FRDF Proposal on InfoEd
The University’s Research Funding Module (part of the Research Management system) supports online research funding applications
and approvals, and the processing and end to end management of research funding applications.
This guide provides step by step instructions on how to develop an FRDF Proposal and submit it for review.
1. Log in to Research Management.
http://researchmanagement.auckland.ac.nz/
Enter your UPI and password.
2.Click on Create New Proposal on the My
Proposals tab.
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Develop an FRDF Proposal – Business v2
3. Ensure the PI name is correct (if it is not
clicking on the
button will
enable you to change the PI name), highlight
Create New Proposal.
Note: This information cannot be amended
once the Proposal has been generated.
4. Click
.
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Develop an FRDF Proposal – Business v2
5. Select the proposal type = “Full”
6. Click on
.
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7. Select the letter T and select the sponsor as
The University of Auckland.
8. Click
.
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9. Scroll down to select the appropriate
scheme and click
.
Scroll down
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Develop an FRDF Proposal – Business v2
10. Enter the Proposal’s title.
Please note that the system cannot handle all
symbols and you may have to remove
apostrophes and hyphens for the system to
accept your title.
Note: Once you have created your proposal
(step 7 in the New Proposal Questionnaire)
you can only change the title by asking the
Research Office to make the update.
11. Click
.
12. Enter the start and end date of the
Proposal.
Note: This information can be amended later
on the Budget Periods and Setups tab.
13. Click
continue to the next step.
and
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Develop an FRDF Proposal – Business v2
14. Select the number of years/budget periods
you require from the dropdown box.
Always select “1” budget period for FRDF
proposals.
Note: This information can be amended later
on the Budget Periods and Setups tab.
15. Click on
.
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Develop an FRDF Proposal – Business v2
16. Check that all the information is correct.
You can go back and change information using
the
button. Once you have created
your Proposal you will only be able to change
the Title by making a request to the Research
Office.
If correct click
,
if not correct click
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At this point, your Proposal will be created
and allocated a number (top right-hand
corner). You can close the Proposal by clicking
on Done and come back at a later time to edit
the Proposal once this step is complete.
Hover your mouse over
to view helpful
tips.
17. Enter The University of Auckland deadline
date available from the faculty.
18. Check the Associated Department shows
the primary department or research centre
where the research will take place. You can
record one or more associated departments.
The HOD of the primary associated
department will sign off your proposal.
19. If the PI is associated with more than one
department, ensure that the appropriate PI
Department is selected as the primary.
20. Select the Program Type as “ResProject”.
21. Leave the
are shown.
as they
22. Complete the Additional Questions.
23. Click on
.
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23. Click on the Personnel tab. You will see the
Principal Investigator in the list of personnel.
You can add different types of personnel your
project:
 Current UoA staff
 Future UoA staff
o Named person
o Unnamed person (TBD)
 External consultant - has no cost to
project
Note: Please record subcontractors as nonpersonnel costs on the Budget Items tab.
Click on the
and
follow the instructions to add people.
You need to specify whether each person is:
 Key personnel - a person who is essential
to completion of the project
 Non Key personnel - a person who could
be interchanged for another person with
the same skillset.
Click on the
check box when
you are finished adding personnel.
Note: You can amend this page by un-ticking
the completed check box at any time prior to
submitting your proposal.
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24. Click on the Budget tab.
This tab shows the Project Budget Summary
for each budget period. It also shows the total
budget being submitted to the sponsor.
There is also the Institution Budget Summary
but this will always be equal to $0.00.
You will see the following tabs in the menu:
 Budget Items – Enter your requested
budget on this tab
 Budget Periods and Setups – Change the
project start and end dates, or the
number of budget periods.
You may also see the Justifications tab
depending on how you answered the Setup
Questions. If you can see the Justifications tab,
you will first have to enter the budget on the
Budget Items tab, complete the Budget Items
tab and then navigate to the Justifications tab.
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25. Click on the Budget Items tab. You can see
two sections:
 Personnel Costs
 Non-Personnel Costs
Please do not complete the Budget Items tab
until you have finalised your budget and are
ready to submit your application.
Note: You can also add more personnel to the
proposal by clicking
.
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Develop an FRDF Proposal – Business v2
26. Click on the Open folder
each personnel cost.
to enter
This screen has many fields but you only need
to populate two fields (circled in screenshot):
 Base Salary
 Effort
Click on the Save button
hand corner.
in the top left-
You will see the total personnel costs for this
person displayed on the bottom right-hand
side.
You may also want to record the Budget
Justification. If you click on Auto Fill then the
text will be populated as shown in the
screenshot. Save your changes again.
Click on the Budget Items tab to return.
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27. Click
Personnel Costs.
against Non-
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28. Enter a Description of the budget item.
Choose a Budget Category from the
dropdown list. Enter a Justification for the
item. If appropriate, record the Units/Qty, or
simply record a total in the Price/Charge Each.
Note: There is no need to record either the
Annual Inflation nor the GST rate.
29. Click
. The cost will be calculated and
displayed in the bottom right-hand corner.
30. To add additional Budget Items click on
and repeat
the steps above.
Click on Budget Items in the menu to return.
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31. Once you have added all Budget Items, go
to the Budget Items screen and tick the
box.
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32. Use the Budget Periods and Setups tab if
you want to :
 Change the PI
 Shift the project start and end date
 Add and remove budget periods
You cannot edit this page if the Budget Items
tab has been completed.Untick the completed
box on Budget Items in order to edit this page.
You will then need to tick the completed box
again when you have finishedon this page.
Important: If you change any information on
this page please revise your budget carefully.
33. Go to the Approvals tab. Record any ethics
approvals that you will require for the project,
or that you have already submitted to an
ethics adviser.
34. Click on Add.
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35. Record the appropriate type of approval.
Enter the Protocol as Not Attached.
Click on Continue.
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36. At a minimum, record the following
information about your ethics approvals:
 Status = “Required” or “Submitted for
approval” or “Approved”
 Approval Review Type = “New” or
“Amendment” or “Continuation”
 Approval Review Category e.g. “Low risk”
 Reference No. (if known)
The following information should also be
recorded if known:
 Exemption No. (if applicable)
 Sequence No. This affects the order that
your approvals are displayed in.
 Approved = Date when the ethics
approval was given
 Approved From Start date of ethics
approval
 Approved To End date of ethics approval
Click on
Or click on
.
to cancel.
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37. Then click on the
box.
check
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38. Go to the Classification Codes tab. This is
where you record the ANZSRC (Australia New
Zealand Standard Research Classification).
You can select the
classification codes.
button to add
39. Once all classification codes have been
added, click on the
box.
Tip: Expand the list
of classification
codes by clicking
on the + icon.
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40. The Attachments tab is for uploading
documents that will be reviewed by the
Research Committee.
Documents attached here are converted into
PDF format and are not editable. If changes
are required a new version must be uploaded.
41. To add a document click on
and select the required document(s).
42. Enter a Name for the document.
43. Click on the upload icon
44. Upload each of your documents and set
the Sequence:
1. FRDF Application form
2. Budget Spreadsheet
3. CVs
4. Ethics
5. Quotes
6. Previous FRDF Reports
Tip - These are the supported file types for attachments:





PDF
JPG (image file)
BMP (image file)
Word, Powerpoint, Excel
TXT (text file)
Tip: Change the
name of the
attachment by
clicking on Change
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45. Once all documents have been added
check
top of the page.
and then
46. On the Finalise tab click
at the
.
This will build the coversheet for your
application.
Note: If you change information about your
proposals such as the total budget requested
or the start and end dates, you should
rebuild the coversheet.
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Develop an FRDF Proposal – Business v2
47. Then click
Application.
again under Assemble
Check that the sequence of the documents is
correct. It should be;
1. Default Coversheet
2. Attachments
3. Any other files
Note: If you make any changes to your
attachments, then you must rebuild your
proposal documentation prior to submission.
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48. Now you can submit the Proposal for final
sign-off by the Faculty.
To do this select Submit Final Review by
clicking on the yellow hand icon.
Tip: It is strongly recommended that you
preview your submission documents by
clicking on the spectacles icon.
You should validate that the coversheet shows
the correct information for the:
 Total Funds Requested
 Project Period Dates
 Sponsor Name
Check that your documents appear in the
correct order, and that your Budget
Spreadsheet displays correctly.
Note: You do not need to collect signatures on
the coversheet, because this will be done
electronically.
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49. Read the certification text and select
Accepted if you understand. Enter your
username and password.
Click
If you are the Primary Investigator:
.
Note: If you are submitting the proposal on
behalf of the Principal Investigator, you will
see a different certification text.
If you are a delegate of the Principal Investigator:
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50. You will be shown the review route. Click
on the Refresh Route link and wait for the
page to refresh. Then click
.
Note: You may also add other reviewers into
the route by clicking on Add New Person to
Review Path. You can add people as
approvers or for your informationl.
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51. You can see who will approve your
proposal in the Routing Progress table.
For your own records, you can print out a copy
of the Completed Form by clicking on
Alternatively, take a note of the proposal
number shown in the top right-hand corner.
Select the
submission.
button to close the proposal
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If a reviewer does not approve your
application…
52. If any of the reviewers do not sign off your
application, it will be sent back to you with
comments outlining what needs to be
amended, which can be found on the yellow
scroll .
Then click on the information icon under the
comments.
53. If any attachments have been amended
you will need to upload them again on the
Attachments tab (see step 42)
54. You will then rebuild the proposal
submission by going to the Build PDF/ Form
Pages and clicking on the Build button.
Then go to the Assemble Application page
and check that the sequence of the
documents is correct. Then go to the Submit
for Internal Review page click
.
Follow steps 51 – 53.
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Develop an FRDF Proposal – Business v2
To search for an existing proposal/project
Log into Research Management and click on
Search For on the My Proposals menu.
Note: If you click on Show/List under the My
Proposals menu you can view all proposals
where you are the Principal Investigator.
Enter the Proposal Number into the Proposal
Number field and click
.
You can also search by Sponsor, PI and Proposal
Status.
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The proposal matching the search criteria will
show as a list.
If you hover your mouse over the
see the status the Proposal is in.
you can
Hover over the
icon and you will see the
icons shown in the screen shot:

The PD (Proposal Development) module
shows the proposal under development.

The PT (Proposal Tracking) module is used
by the Research Office to track your
proposal.
This icon gives you Edit access
This icon gives you Read Only access
Proposals can be deleted by clicking
.A
proposal can only be deleted before it has been
submitted for sign off (whilst it is still in the
status Under Development).
If you can view the
icon then you can
email a link to your proposal to another
university staff member.
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