InfoEd Questions

What types of proposals are entered in InfoEd?

All proposals that are submitted through Research Grants and Contracts are created and routed using InfoEd, with the exception of most progress reports (see below for clarification). Proposals that are submitted to are submitted directly from InfoEd as a System-to-System (S2S) submission.

Are progress reports/non-competing renewals entered in InfoEd?

Progress Reports are typically not entered into InfoEd and should be submitted in accordance with sponsor guidelines. Progress Reports are still reviewed and approved by your Grants & Contracts Administrator, but are not entered into InfoEd unless the Progress Report is submitted directly to

I've accessed my proposal but I can't make any changes. Why?

The likely cause is that two or more individuals are logged into that proposal. Only one user may be making edits at a time. When you are initially opening up the proposal, look for a yellow checkbox underneath the folder icon. If one is present, it means that someone else is in the proposal and you will be unable to make edits. To see who is in the proposal, click on the checkbox. Remember to always click the 'Done' button when closing out of proposals.

Why does my proposal look different this time?

Historically, InfoEd has only been used for NIH submissions. As of January, 2013, all proposals submitted through RGC are entered into InfoEd. Application packages vary depending on the sponsor and the program type, and InfoEd will have different requirements and different tabs based on this. Additionally, proposals are built using the Generic Template, which requires much less information than a traditional NIH application and is not submitted to

How is my proposal submitted? proposals are submitted electronically using InfoEd as System-to-System (S2S) submissions. These proposals are created and routed for approval in InfoEd. Once fully approved, the proposal is submitted electronically by Research Grants & Contracts to The proposal package is then validated by and transferred to the sponsor. If that sponsor has an electronic receipt system, such as NIH Commons or Fastlane, then the proposal can be viewed upon receipt in the agency system. However, many agencies do not have an electronic receipt system where the application can be viewed post-submission. Proposals that are not submitted to are created and routed for approvals in InfoEd. Once approved, the proposal is submitted in accordance with sponsor instructions (email, mail, electronic system, etc).

How do I enter an incoming subaward in InfoEd?

Setup a proposal manually rather than selecting an opportunity from (Step 1 of Setup Questions). Select the entity that will directly fund OHSU as the "Sponsor" (the entity that will issue the subaward). In the ePPQ, select the prime funding source as the "Originating Sponsor".

How do I create a proposal for an 'unsolicited' or 'investigator-initiated' application?

If you're creating a proposal for what was formerly known as an 'unsolicited' or 'investigator-initiated' R01, the new term is 'Parent'. You can enter "Parent R01" when searching for an opportunity in InfoEd to find the right PA (PA-13-302). Please note that it is R01 with a zero, not a letter 'o'.

How do i opt out of the planned enrollment report?

The Planned Enrollment Report is part of the Adobe C Forms package (currently used for NIH/PHS applications) and is automatically included in the application package upon answering yes to the question "Will the project involve the use of Human Subjects?" If the form is not applicable to your proposal, unselect the form on the Setup Questions tab.

Do I have to upload a PDF file?

No, the system will convert the file uploaded to a PDF. Please note that files uploaded in the S2S tab are not automatically renamed by InfoEd to conform to guidelines. Make sure filenames uploaded in this section only include A through Z, 0 through 9 and underscores. Any other characters will create an error at

I am getting an error message that says my uploaded document must be 8.5 x 11? How can I fix this?  

See Resize a PDF User Guide:

Why do I have duplicate subawards/how do I add additional people to a subaward? 

Subawards are added through the Personnel Wizards in the Personnel tab. The first person added to a subaward will be defaulted to the role "Subaward PI". When adding additional people to an existing subaward, you must select the subaward institution from under the "existing subcontracts" list. Often people will scroll down to the institution listed alphabetically, which will result in adding a second subaward.

When building the approval route, who do I add?

The PI, Department Chair and Dean/Director must approve each application through the InfoEd Reviewer Dashboard. Additionally, if there are any key personnel with 5% effort or more who are not in the same department as the PI, then that key person, their Department Chair and their Dean/Director must be added to the route as an Information Only. Some units (such as ONPRC) may require additional approvals. The GCA will validate that all appropriate signatures have been obtained.

I've submitted a proposal to route, but now I can't make changes. Why?

After a proposal has been submitted to route for review and approval, changes to the proposal (except for science on the Research Plan) may not be made until the route reaches the Grants & Contracts Administrator (GCA). The GCA will unlock the proposal when modifications can be made. This lockdown is required in order to ensure that all reviewers/approvers access the same proposal. It will also eliminate issues reviewers/approvers have if accessing a proposal where changes were made. Please contact your GCA to discuss your options and the appropriate time for changes to be made.

How do I sign up for classes?

Navigate to  RA:InfoEd  in TrainingForce and log in with your network credentials. Once enrolled, you'll receive confirmation via email.

Where are instruction materials located?

See the InfoEd User Guides. Materials are regularly updated, so be sure to check back for the most up-to-date information.