A central part of building proposals in Coeus is listing the Principal Investigators (PIs), Co-PIs, and Key Personnel. In most cases, the faculty members who will serve in these roles are Northeastern University employees, and are included in the Person Directory in the Coeus application.
In rare cases, it might be necessary to add either a PI, Co-PI, or Key Person who is not found in the Person Directory. For example of this might be a proposal being prepared by a faculty member who is coming to work at Northeastern, but has not yet made the move from their previous institution.
The Rolodex is, as its name implies, an address book of people, organizations, or institutions that the Coeus application can use to populate information in a proposal, award, protocol, etc. In order to add individuals to the Rolodex, a user must have the Rolodex Maintainer role.
To add a Person to the Rolodex:
1. Open the proposal, then click Add New Rolodex Entry
2. From the Add New Rolodex Person screen click the Search link to find the sponsor
3. Enter information in the Search dialog window and select the corresponding sponsor
4. Enter the remaining information for the new Rolodex Entry, including the Organization
5. Click the Save button
For more details, see the instructional video "Adding a Rolodex entry."