How to copy an existing Kuali Proposal


When you need to create a new proposal that has the same information than an existing proposal, you can click copy so you don't need to add all the information manually.

Go to Common Tasks and select Search Proposal in the Proposal Development card.

 

Then search for the proposal number you want.

 

The proposal will appear below in the same screen. You will see 3 blue buttons on the left side; view, copy and medusa. Click on Copy 

 

The following screen will appear, and you need to select the options you want to copy and click copy.

 

then, the new proposal will open, and you can make the edits you need.