The Proposal Summary in CoeusLite provides a quick and efficient method of reviewing a proposal without requiring the Approver to navigate throughout the entire record.

bullet Proposal Summary Functions

The left navigation column on this window allows for the Approver to open the full proposal with all available information or directly approve/reject from this screen.


  • Back to Inbox: Will return the Approver to the Inbox if the summary was opened by clicking an Inbox message.
  • Proposal Details: Opens the full proposal record will all details, attachments and budget information.
  • Approval Routing: Opens the Routing and Approval window with designated route maps
  • Approve: Clicking will directly approve the proposal for the current Sequential stop when applicable.
  • Reject: Clicking will reject the proposal and remove it from the Routing process when clicked at the Approvers Sequential Stop.

bullet Proposal Summary


The Proposal Summary section displays the following basic information:

  • Investigator: Listed Principal Investigator for the project
  • Agency/Sponsor: Sponsor that the proposal is being submitted to
  • Title: Entered title for the project
  • Proposal #: Coeus assigned proposal record number
  • Proposal Period: Total project period

bullet Budget Summary


The Budget Summary contains three main sections:

  • Budget Total: Contains basic information on the total dollar amounts that have been budgeted on this proposal
  • Budget Period: Provides a budget overview broken out by individual project period
  • Budget Report: The Approver may generate any of the standard Coeus budget reports by clicking on any of these links to assist with proposal review.

bullet Attachments


All Proposal Narrative attachments will be listed with the ability to open each file for review.

noteNOTE: Only Narrative attachments are listed on the Proposal Summary. To view Person or Institutional attachments it is necessary to navigate to the "Upload Attachments" section of the proposal.

  • To open a Narrative Attachment for review, simply click on the "View" link next to the targeted file. A new window will open with a PDF version of the file that may be printed or saved.

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