Confluence Retirement

Due to the feedback from stakeholders and our commitment to not adversely impact USGS science activities that Confluence supports, we are extending the migration deadline to January 2023.

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is targeted for retirement. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact myusgs@usgs.gov. Thank you for your prompt attention to this matter.
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  • From the RFP show page click Delete.
  • Click OK when you are sure.
  • This can be done at any RFP stage.


Editing a Proposal

  • From the home page click Proposal List in the navigation bar. 
  • You can filter by RFP, Stage, Applicant and Panel Category.
  • Click on the Proposal Title you wish to edit.
  • Once on the Proposal show page click Edit.

Adding Expected Deliverables to a Proposal

  • From the home page click Proposal List in the navigation bar. 
  • You can filter by RFP, Stage, Applicant and Panel Category.
  • Click on the Proposal Title you wish to edit.
  • Once on the Proposal show page click Edit.
  • Click + Add Deliverable.

Note: All fields that are required are indicated by *.

  • Select a Type from the drop down.
  • Fill in desired Name.  
  • Fill in desired Description.
  • Check if you have an Example.
  • Fill in desired Due Date or leave empty to default to Proposal End Date.

Adding Deliverables to a Proposal

  • From the home page click Proposal List in the navigation bar. 
  • You can filter by RFP, Stage, Applicant and Panel Category.
  • Click on the Proposal Title you wish to edit.
  • Find Proposal Deliverables.
  • Click the deliverables Name, Type or Status.
  • Click + Upload New File.
  • Click Browse…
  • Select the deliverable file you wish to upload.
  • Click Update.

Deliverable Review

  • From the home page click Proposal List in the navigation bar. 
  • You can filter by RFP, Stage, Applicant and Panel Category.
  • Click on the Proposal Title you wish to edit.
  • Find Proposal Deliverables.
  • Click the deliverables Name, Type or Status.
  • Click Edit
  • Enter Delivery Date
  • Input Rating from 1 to 5: 1=Poor, 2=Marginal, 3=Satisfactory, 4=Very good, 5=Excellent
  • Fill in desired Comment.
  • Click Update.

Proposal Stages

Note: Access though Proposal list and specific Proposal you are moving.

  • Registered 
    • New proposal registered, submitted and under review. RFP stages 2 – 7
    • All Proposal start at this stage and remain here until Accepted or Rejected.
  • Accepted 
    • Proposal is accepted and is now a project.
    • From the Proposal show page click Accept Proposal.
    • Click OK to accept this Proposal.
    • Notifications are sent to PI’s and Collaborators asking to update expected deliverables.
    • PI’s and Collaborators are able to edit the proposal.
  • Admin Verification 
    • This starts the projects admin verification of deliverables.
    • From the Proposal show page click Start Admin Verification.
    • Click OK to move this Project to the Admin Verification Stage.
    • Notifications are sent out to Managers that expected deliverable review needs to be completed.
    • You can send the project back to Accept Proposal.
    • This will send a notification to PI’s and Collaborators asking to update deliverables based on pending award amount.
    • PI’s and Collaborators are only able to edit the proposal deliverables if set back to Accept Proposal.
  • Funding Verification 
    • This starts the projects funding verification.
    • From the Proposal show page click Start Funding Verification.
    • Click OK to move this Project to the Funding Verification Stage.
    • Notifications are sent out to Managers that the deliverable review is complete and funding needs reviewed.
  • Project Live 
    • On-going project and deliverable submissions in progress.
    • From the Proposal show page click Project Live.
    • Click OK to move this Project to the Project Live Stage.
    • Notifications are sent out to PI’s and Collaborators that funds are to be released, project is live and awaiting deliverables
    • PI has access to upload deliverable files.
  • Deliverable Review 
    • Deliverables delivered, admin review in progress
    • (PI) click Submit Deliverables
    • Notifications are sent out to Managers that deliverables are uploaded.
  • Incomplete 
    • The project requires better or further deliverables.
    • From the Proposal show page click Incomplete Project.
    • Click OK to move this Project to the INCOMPLETE Stage.
    • Notification is sent to PI and Collaborators that the deliverables need to be fixed (may occur several times)
  • Complete ■  
    • Project is completed.
    • From the Proposal show page click Complete.
    • Click OK to set this Project to the Complete Stage.
    • Notification is sent to PI and Collaborators that their deliverables have been accepted and project complete
  • Rejected ■ 
    • Proposal or Project rejected.
    • From the Proposal show page click Reject Project.
    • Click OK to REJECT this Project.
    • Notification is sent to
  • Cancelled ■ 
    • Proposal or project cancelled.
    • From the Proposal show page click Delete.
    • Click OK to delete this Project.
    • This can be done at any proposal stage.