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FastLane Guide

Create a Proposal File Update

On the FastLane Home Page screen, select the Proposals, Awards, and Status button on the blue toolbar (see PI/Co-PI Login) and login as the Principal Investigator.

The Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management screen displays (Figure 1). Click Proposal Functions.

Proposal functions

The Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management Proposal Functions screen displays. Click Proposal File Update.

Proposal file update

The List of Proposals Eligible for Update screen displays. Highlight the proposal you want to work on in the List of Proposals Eligible for Update. Click the Continue button.

List of proposals

The Proposal Update Control screen for that proposal displays. Click the Create Update button.

Proposal update control

The Proposal Update Control screen for the proposal displays. Click the View/Edit Update button.

View edit

The Proposal Update Form Preparation screen displays. This screen lists all the forms for the proposal; you can update any form. Click the Go button for the form that you want to update. See Prepare Proposal Forms for the instructions for any form. Type or copy and paste text in the text box for the form or upload a new file to replace the old file. See Acceptable Formats for FastLane and Upload a File for instructions.

Proposal update form prep

After you have accepted the uploaded form or saved the text in the text box, the Proposal Update Form Preparation screen displays. The updated form (the Project Summary in screenshot above as an example) now displays in red and is marked as Changed with the date of the change. Repeat for any forms you want to replace.

Click the Proposal Update Justification Note button.

form preparation

The Justification Note screen displays with a text box for entering the justification for the Proposal File Update. Type or copy and paste the Justification in the text box. Click the OK button.

justification note

A screen displays with the message that the Justification Note has been saved. Click the OK button.

saved note

The Proposal Update Form Preparation screen displays.

Warning – the PFU is not received by NSF until your company’s SPO submits

Allow SPO Access to a Proposal File Update

Access the Proposal Update Control screen (see View and Edit a Proposal File Update, Step 1 through Step 5). Click the Allow SPO Access button.

A screen displays with a message for you to confirm that you want to allow SPO access to the Proposal File Update. Click the OK button.

allow spo access

The Access to Proposal File Update Has Been Given to Your SPO screen displays with the message that the SPO has access to the Proposal File Update. The screen also lists the names of people to whom FastLane has sent emails to notify them of the SPO’s access. Click the OK button.

access confirmation

The Proposal Update Control screen displays with the update now listed as a Forwarded Update.

Proposal update control

Please note: The SPO must login under “Research Administration” of Fastlane to submit the forwarded update.