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To start a new PSR, you must login to the Boulder eRA (infoEd) with your CU Boulder identikey credentials.

Choose the Boulder campus from the dropdown.

Enter your identikey credentials.

You will be directed to the main landing page for Boulder eRA in infoEd.

Once you click on Sponsored Projects, you will see and select Create New Proposal Submission Request (PSR).

The initial pop up window asks for key information that will populate into the PSR form and can be edited before PSR submission.

PI Name - your name will populate along with your org information based on your identikey credentials. If creating a record for someone other than yourself, begin typing the last name of the intended Principal Investigator. Profiles matching the typed details will display. Select the appropriate profile.

Proposal Type - Defaults to New.ÌýChange selection if proposal is Supplement, Continuation, or Resubmission.

Sponsor Name - Begin typingÌýin the sponsor name. Sponsors in the infoEd database matching the typed details will display. Select the appropriate sponsor. IfÌýsponsor can not be located, type “Default Sponsor.

Project Title - Type the title for the intended submission.

Project Dates - Enter the start and end dates for the intended project.

Create Proposal -ÌýSelect the create proposal button in the small outline box at the bottom of the popup. Record is not initiated until this step is complete.

Here you will find some important tips for completing the PSR. At the bottom of this page there is a General Proposal Properties section that requires completion before the rest of the PSR displays.

Two questions related to Human and Animal subjects will need to be answered. Your answers to these questions will determine if additional questions are required later in the PSR related to human subjects and laboratory animals.

For Associated Departments, the primary department will determine which Proposal Analyst the PSR routes to. If it needs to be changed or if additional departments are associated with the submission, you can add departments by searching the org codes in the popup window. When multiple org codes are associated with the record, the radio icon will indicate the primary org code. Departments indicated that are not affiliated with the submission can be removed.

Once you have read this page and answered the prompts, click Save and Continue in the small outlined box at that bottom of the window.

Continue to complete all of the sections of the PSR form. Each section has a tab in the left side (dark grey) navigation. The PSR does not need to be completed chronologically, entered data will be auto saved by the system. All section tabs must be marked completed before you can Build and Submit PSR.

ÌýÌýKey Tip

On the right side of the screen for each section (i.e. Budget & Project Info, Compliance, etc.) is a checkbox next to Complete. This checkbox must be checkedÌýto validateÌýthat all required questions have been completed. When you have completed a page fully, a checkmark will appear to the left of the tab title.

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Once all PSR Form Sections have been completed, the following steps will need to be completed to route the PSR for PI certifications and OCG receipt.

Build – Select the Build button to generate the PSR document.

Submit Final Review – Click the 'thumbs up' icon on the lower right of the page to initiate PSR submission.

Submitter Certifications – ÌýAccept the submitter certification in the popup window and click continue button.

Confirm Route – Check to confirm that the Proposal Analyst indicated in the route is correct. If route path is correct, select Submit. If route path is incorrect, the window can be closed to verify the Primary Associated Department on the InstructionsÌýpage.ÌýBuild and Submit steps would need to be recompleted.

Submitted – Your PSR has been completed and submitted. The Proposal number in the top right corner will be used for all OCG actions associated with this project. Please coordinate with your proposal analysts for remaining proposal development actions. The PSR record can be closed by clicking the Done button on top left of the window.