Guidelines for Proposal Submission

Guidelines for Proposal Submission

 After Login successfully as a PI, following screen will appear:

(1) (2) (3)

Figure 1: PI Home Page

Step 1. Proposal Formats - The process of submitting the Online Project Proposals you need to
required scheme’s format. On clicking Proposal Formats button, you can see various schemes
format according to division wise. After downloading required scheme format, you have to fill
all the details mentioned in format. (You can also download scheme’s format from Schemes
and Format link in e-PMS homepage) And upload it Submit Proposal option. On clicking
Proposal Format button the following screen will appear.

1
 Guidelines for Proposal Submission

Figure 2: Project Proposal Formats

Step 2. Submit Proposals- On clicking Submit Proposal button you can Initiate new proposal or
submit previously saved proposals in drafts. After click on Submit Proposal button,
following screen will appear.

Figure 3: Project Proposal submission

 Initiate new Proposal- On clicking Initiate New Proposal button PI can submit new proposal.
 Draft Proposals Due for Submission- If you have already saved any proposal in drafts previously
and wish to continue from the same then no need to click on the Initiate New Proposal button. Just
select the proposal and click on edit button to continue with the existing work.

Initiate New Proposal: - If you want to submit new project proposal. There are six tabs which
you need to enter in a sequence. Once you finish with mandatory fields, then you can start
entering the details in the next tab.

The six tabs are as shown in the following:

 General Information
 Principal Investigator
 Suggested Referees
 Financial Details
 Ongoing Projects
 Submission.

2
 Guidelines for Proposal Submission

Note: All these 6 tabs are not mandatory for all schemes. it may vary according to
schemes.
2.1. General Information: You can add basic information by which the division knows your
basic interests and duration. On clicking general Information tab following screen will appear:

Figure 4: General Information Page

3
 Guidelines for Proposal Submission

 To Add Details in General Information:

Figure 5: Choose your scheme Division wise or Programme/Scheme

 Select the Programme/Scheme, in which you are interested: You can select your
scheme either by Division or by Programme/Scheme. After selecting required division
and scheme please fill other information.

 Type of Institute – Institute Types are given as follows

1. Government: Public funded or partly funded

Institutes/Societies/Universities/Autonomous Bodies/PSU/PSE/Statutory boards.
2. Private: Companies/Registered or Unregistered Firms.
3. NGO/VO: in the status of Trusts/Private educational
institutes/Charities/Foundations/Societies.

Note: If you are choosing NGO/VO as an Institute Type. Then you have to fill NGO Darpan Unique
Id and Ngo’s PAN No.After entering NGO Darpan Unique Id and PAN No Ngo’s details will verify
from Ngo Darpan Portal. After verifying Ngo’s unique id then only you can submit your proposal in e-
PMS. Following screen will appear after choosing NGO/VO

4
 Guidelines for Proposal Submission

Figure 6: Choose NGO/VO Institute

 Other Details - The Fields mark with asterisk (*) are mandatory.

1. Type the name of project you want to give, in Project Title.

2. Describe the project in brief, in Project Summary.
3. Select the Project Duration (Year) and Project Duration (Months). Select the Academic
Area, and Application Area in which you are interested.
4. Project Keywords – You can enter maximum 5 project keywords separated by comma
5. Click on SAVE button. If you are a NGO, NGO details are fetched from NGO darpan
portal. Following screen will appear:

5
 Guidelines for Proposal Submission

Figure 7: NGO Data Fetch from NGO Darpan Portal

2.2. Principal Investigator- Login PI user information will be shown as automatically. The
following screen will appear:

Figure 8: Add PI/Co-PI

Adding PIs and CO-PIs: PIs and CO-PIs would not have separate Login but added so that the
DST knows your key people who are with you for their project along with their background in
Division or Programme/Scheme.

Note: Some scheme can also fill Mentors details (depends on the programme/scheme)

6
 Guidelines for Proposal Submission

Add New Principal Investigator - If you want to add new Principal Investigator, then Click here
ADD PI Button. The following screen will appear as shown below.

Figure 9: Adding Information of New PI Details

The fields marked with (*) are mandatory fields, and should not be left blank.

 PI’s will have to enter basic details like Title, Name, Designation, Department, Institute,
Date of Birth, Gender, Address, Communication Email etc. after entering necessary PI’s
details click on Save button.

 PI can also add CO-PI details same as PI’s details. After entering PI’s and CO-PI’s details
following screen will appear as shown below.

7
 Guidelines for Proposal Submission

Figure 10: Adding Information of CO-PI Details

 After entering PI’s and CO-PI’s details, a list of PI’s and CO-PI’s details saved by Lead
PI, the following screen will appear as shown below.

8
 Guidelines for Proposal Submission

Figure 11: List of PI and Co-PI

2.3. Suggested Referees- Suggested Referees are those people who can recommend your
proposal to the DST as they have faith in your team. You can add maximum five Referees along
with their details. Suggested Referees details are optional.

 PI’s will have to enter basic details of Suggested Referees like Title, Name, Designation,
Department, Institute, Mobile, Email Id etc. after entering necessary details click on
Save button. The following screen will appear as shown below.

9
 Guidelines for Proposal Submission

Figure 12: Adding Information of Suggested Referees

1.4. Financial Details- In financial details PI’s will have to enter Total Project Cost (in Rs.)
and PFMS Unique Code. The following screen will appear as shown below.

Note: Financial details are mandatory but not applicable for all Programme/scheme.

10
 Guidelines for Proposal Submission

Figure 13: Adding Information of Financial Details

2.5. Ongoing Project- Ongoing Projects are those projects for which the Funding department
has started giving grants in releases. Releases are the different instalments of money given by the
Funding department for different periods.

 PI’s will have to enter Ongoing project details like Project Title, Funding Department,
Project Duration, Project Cost (in Rs.), Project Started in. following screen will appear
As shown below.

Figure 14: Adding Information of Ongoing Project

11
 Guidelines for Proposal Submission

2.6. Submission- In submission page PI will have to uploaded list of documents. List of
documents may vary scheme to scheme.

 PI will select file to be uploaded by “Choose File” option and click on Upload button to
upload. uploaded document will be shown in the list.
 Necessary documents to be uploaded should be in correct format (pdf,doc,docx) only.
If your scan document size is larger than given size, then you may scan your document in
200 DPI and reduce the file size.
 PI can download uploaded documents using download link and invalid document uploaded
earlier, can be replaced using delete link.

Figure 15: List of Uploaded Documents

Click Here to Preview- On clicking Click here to Preview Button PI can view the complete
project proposal along with uploaded documents. If some mandatory information is missing, then
following screen will appear.

12
 Guidelines for Proposal Submission

Figure 16: Pending PI’s Details need to be fill

 You can view complete proposal only if all mandatory information is filled in their respective
tabs as shown above. Following screen will appear on clicking click here to Preview button

13
 Guidelines for Proposal Submission

Figure 17: Preview of Complete project Proposal

 PI should ensure that all the proposal details and uploaded documents are correct before clicking
on Print & Submit button. Proposal once submitted as final, cannot be further modified. PI can
update any information clicking on back button before submitting proposal.
 Finally, when you are assured and have properly reviewed your proposal, click on Print &
Submit button. The final message will appear on the screen as shown below. PI will receive a
confirmation mail with Temporary Registration Number in their mail id.

Figure 18: Alert Message after Submitting the Proposal

14
 Guidelines for Proposal Submission

Step 3. Track Your Project- PI can see the status of his proposal through the option “Track your
Project” provided on the PI’s home page. On clicking Track your Project button, following
Screen will appear.

Figure 19: PI dashboard options

 Draft Proposal Due for Submission: On clicking this link you can edit those proposals
which you have not yet submitted. You can have maximum three proposal saved in draft.
The following screen is displayed which contains links to perform different actions.

Figure 20: Modifying the draft Proposal

15
 Guidelines for Proposal Submission

 Projects under Consideration: On clicking this link You can see proposal current status
on Project Status column., following screen is displayed which contains links to perform
different actions.

Figure 21: List of Submitted Proposals

(i) View & Print Proposal – You can view your submitted proposal on clicking this link.
(ii) View Uploaded Documents – You can view you uploaded documents list on clicking this link.
(iii) View Proposal Comment – You can view comments given by referee’s if any.

 Projects Send Back By Division For Resubmission: If any proposal has been send back
to PI for resubmission. You can view the division’s comments on clicking click here to
view comments link and resubmit this proposal. Following screen will appear as shown
below.

16
 Guidelines for Proposal Submission

Figure 22: List of Projects Send Back By Division for Resubmission

 Ongoing Projects: You can view list of ongoing project here.

 Projects Needs Revision: Click to view the submitted projects which committee has been
suggested for review the proposals. You can view the committee comments on comments
column. The following screen appears:

Figure 23: List of Projects Needs Revision

17
 Guidelines for Proposal Submission

Edit Your Profile details: You can edit your profile information which you had entered at
the time of registration. On clicking Edit profile button following screen will appear.

Figure 24: Update PI’s Profile details

Note: You cannot update your institute name if you already submit any proposal earlier in e-PMS

18
 Guidelines for Proposal Submission

Change Your Password: You can change your password using Change Password link
from right upper corner of PI’s home page. On clicking Change Password button following
screen will appear.

Figure 25: Change password screen

 Enter your Old Password

 Enter your New Password. Password criteria for choosing new password is already given
in bottom left corner of change password page. Confirm your new password.
 On clicking submit button A message ‘password changed successfully will flash on the
screen.

Forget your Password: If you have forgotten your password, then you can retrieve new
password using Forgot Password link in e-PMS homepage.

Figure 26: Forgot password link

19
 Guidelines for Proposal Submission

 On clicking forgot password link following screen will appear.

Figure 27: forgot Password screen

 Enter your login Id and Email Id. On clicking submit button new password generation mail
will be send to your registered email id.
 After clicking on new password generation link following screen will appear.

Figure 28: Changing the Password

For Creating new password Enter password, Enter Confirm Password and Captcha in text fields
then Click on Submit button. Please use following criteria while choosing new password.

Password Criteria for choosing new password- The following rules for creating a new password:
 Password must be at least eight characters.
 Password must contain at least one digit (0-9).
 Password must contain at least one lowercase letter (a-z).
 Password must contain at least one uppercase letter (A-Z).
 Password must contain at least one special character.
 Password should not contain Username.

20
 Guidelines for Proposal Submission

Forget Your Username: If you have forgotten your Username, then you can retrieve
Username using Forgot Username link in e-PMS homepage.

Figure 29: Forgot Username screen

 On clicking forgot username link following screen will appear.

 Enter your Communication email id as you had specified during the PI registration.
And enter Captcha. On clicking Submit Button your Username will be send to your
registered email id.

21