Using PMM to Select Applications to Track

In PMM, Program Officials can search and select applications for tracking and monitor their progress in RTMS.

Program Officials can track the status of their application on the meeting level.

A time stamp of when the discussion started is provided and available until the discussion of the grant ends.

Below is the PMM process to track grants from search results.

Grant Search Results

When you perform a search in the PMM Grant Search screen, the results appear in the screen, as shown here:

PMM Grant Search results

Actions and Export

Click the ClosedActions button in the upper right corner to Track or Untrack selected applications by toggling the corresponding switched on or off.

PMM Actions menu

Click the Export icon Export icon to download and Excel document of the search results table.Actions to open the

In tables, you can filter, show and hide columns, download/print data, choose display options, and more. For information on table tools below, see Standard Tools for Tables.

Table tool icons

NOTE: The number and order of appearance of the tools may differ between tables and modules.

Track Grants

Tracking grants allows you to include in your portfolio grant records that are not assigned to you.

NOTE: Tracked grants that are primary to other ICs will be read-only.

Tracking accomplishes two things: You will see tracked grants listed when you view your own portfolio, and you can follow Study Section Review meetings for tracked grants in Real Time Meeting Status (RTMS) (see RTMS online help for more information).

Use the Bulk Actions for checked items buttons in the Actions menu to track or untrack multiple selected grants.

To do so, use the checkboxes at the right side of the grid to select one or more grants, then open the Actions menu and click the desired bulk command:

  • Track Checked — Begin tracking the selected grants in your portfolio and also track their Study Section Review meetings in Real Time Meeting Status ( RTMS ).

    NOTE: To access Real Time Meeting Status, click the RTMS link in the Grant Summary view.

  • Untrack Checked — Stop tracking the selected grants.