Research Grants Portal backoffice

This page describes what a Programme Manager (PM) does with a submission on the Research Grants Portal, and what the dashboard and project tabs show. It applies to the Research Linear Template only. For what the role may do, refer to Research Grants Portal template.

Backoffice users must hold at least one role, Application PM or Progress Report PM, in the workflow to see submissions.

Process a submission as a Programme Manager

1. Accept the submission. On the Unassigned tab, select Assign to me under the reference ID. The submission moves to Assigned to me.
2. Select Edit form and fill in the required fields.
3. Under Take Action, choose one of these:
   • Reassign to PM, to give the task to another Programme Manager.
   • Reject, to reject the application.
   • Return to Applicant, to ask for clarification or edits.
   • Accept, to accept the application.

Dashboard tabs

Project tabs

Constraints and limitations

Related content

• Dashboards: columns and filters.
• Set up an open listing: grant call opening and closing dates.
• View submission history: the action trail for a project.