| What to do |
How to do it |
| 1 |
Find out how to use the query tool, if necessary. |
- Review How to Retrieve Data Using QueryLink.
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| 2 |
Go to the Proposal Data for Departments query in FinancialLink. |
- Access the Proposal Data for Departments query in FinancialLink.
Note: If you don't have access to FinancialLink, follow the directions in How to Get a User ID (Business Systems).
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| 3 |
Make your selections in the query fields. |
- On the Proposal 1 tab:
- Select Submitted to Agency in the box to the right of Proposal Status.
- On the Money/Dates tab:
- Select between from the drop-down list next to Report Start Date.
- Enter the start and end date for the timespan you want to report on, e.g., 03/01/2005 and 03/31/2005.
- On the Research People tab:
- Click the check box next to Research Name.
- Select PI in the box to the right of Research Role.
- On the Department tab:
- Enter your department in the Department Name field.
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| 4 |
Submit your query. |
- Click the Submit button to run the query.
- Your query will show up in your browser window as one long row. To save the data to an Excel file or to make a chart, make a selection from the drop-down box to the right.
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| 5 |
View query results. |
- Query results will include proposal status codes. Possibilities are:
- Submitted to agency: Proposal has been sent to the sponsoring agency
- Withdrawn by UCSD: Proposal has been officially withdrawn after it was submitted
- Funded by agency: Proposal was awarded by sponsoring agency
- Not funded by agency: Proposal wasn't awarded by sponsoring agency
- Over 18 months: Proposal has been submitted with no response from the sponsoring agency for 18 months
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| 6 |
Modify your query, if needed. |
- After running your query, you can make changes to your selections:
- Click the check box next to a field to have that field display on the query results.
- Un-click the check box next to a field to have that field not display on the query results.
- Enter values in the boxes next to fields to further refine the query.
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