InfoEd Status

Resolved issues are shown below current issue list: resolved issues.



ISSUE: Subaward and Other Significant Contributor biosketches are not appearing in the assembled document.
COMMENTS: We have tested and determined that this is just a visual issue and that the biosketch documents are correctly included in the XML package and will be sent to The available fix has been submitted for testing.
WORKAROUND: Proposal will submit successfully with all attachments. Checking the XML validation on the Finalize tab will also confirm if there are any issues.


ISSUE: When creating personnel, the system defaults to Genius Profile. Instead, TBD or non-NU personnel on a proposal must be created with a Temporary Profile.
Please use workaround
Please change the profile manually to a Temporary Profile. Training: Additional Personnel - TBD and non-NU Personnel
We are working with the vendor to change the default behavior.



For upgrade details, please see the InfoEd Upgrade 2015 Announcement.


The following are known issues in the upgraded version that were not present in the previous version.

  • All of the issues have workarounds so that you can continue to work with minimal disruption.
  • InfoEd has been notified of these issues and is working to resolve them.





Subaward deletion after Completing the budget causes an error on the Budget tab

If you delete a subaward after Completing the budget, you will receive an error and you will no longer be able to access the Budget tab.

Double-check subaward institutions before clicking Complete Budget. If you need to delete a subaward later, you can start a new record or wait for InfoEd to clean up the data via script.

Proposal creation takes 30 – 40 seconds

Some users may experience a longer wait period for the application to complete the proposal questionnaire and the setup questions. Please log excessive wait times with the help desk so we can collect stats on users who have this issue.

Proposal will create once the process has completed. InfoEd and NU will continue to work to optimize this process.

Difficulty selecting department for TBD personnel

When adding a "TBD" person (e.g. an unnamed grad student) to a proposal, you need to set a department. Currently, the "tree" view for selecting the department is not functioning.

Use the text entry search box to type the name of the department you wish to use.

Users without Profile Administrator role cannot change personnel information

If a user doesn't have the Profile Administrator role, they will not be able to edit the Role or Credential (Commons ID) for proposal personnel.

Ask someone with the Profile Administrator role to make the change for you.

Budget model buttons may not work as intended in  newer versions of Internet Explorer

The latest releases of Internet Explorer are not capable of handling some of the new code in the budget model. InfoEd is working on correcting these only until Internet Explorer is no longer supported by Microsoft.

Use Firefox or Chrome when editing your budgets.

Personnel information missing from Proposal Routing Form

Proposal Routing Forms started and/or completed before the upgrade are missing data from the Personnel Effort and Personnel Additional Information sections.

Uncomplete the routing form, fill in the missing information, and check Complete again.

Proposal created with sponsor not fully associated to the proposal.

On the setup questions tab the top line will say "Proposal sponsor is set to ." The sponsor will not appear. Error messages will appear when trying to access some of the tabs

A new proposal will need to be created. A solution to fix from the front end is not available. The issue has been reported to InfoEd.

Adding personnel twice to a proposal duplicates data in report data views.

The new version allows users to enter multiple roles for each user. This should be avoided to prevent this data issue.

Data will need to be corrected by removing the multiple roles until the issue can be handled in the database.

Adding genius profiles instead of Temporary Profiles

Users need to ensure they select Temporary Profile when adding people who are not available in the search box.

Temporary must be selected when adding TBD people. Reported issue to vendor and working on permanent work around.

500 internal server on the Proposal Routing Form

The Proposal Routing Form is attached to the proposal, but then becomes inaccessable and error is displayed on the page. This is caused by adding the same user multiple times to a proposal.

Issue is resolved when multiple roles are removed. InfoEd is working on a permanent fix.

Users report being unable to edit personnel tab

The personnel tab shows that users can't be removed and the arrows are grayed out.

The personnel tab is uneditable. This issue needs additional research.

Using Enter key in progressive search does not choose selected option

When selecting the sponsor on a proposal, hitting the enter key will not select the sponsor and will reset the progressive text search.

Use the mouse and arrow to select the sponsor.

Personnel information is not populating on the Proposal Routing Form

Routing Forms that converted from Version 13 are missing names in the "Personnel Effort" and "Personnel Additional Information" sections.

Users may be able to resolve this by un-checking Complete and entering information again. If this doesn't cause the names to appear, you will need to delete the routing form and create a new one.

Proposal does not return in search

InfoEd has discovered that PI's are being disassociated from the record. This is most likely due to removing the PI from the routing form.

Report the issue to the helpdesk and FFRA will work with the vendor to correct the record. FFRA can also get you access to the record so editing can continue.

Trailing spaces no longer ignored in My Proposals for nonwildcard search

The search page under My Proposals now requires exact entries in all fields or the use of a wildcard. You can no longer leave extra spaces after the Institution Number when searching.

If you receive a "No Records Found" message, check for extra spaces. Use the wildcard (*) in Title and other searches when needed.

Unable to grant Signing Authority or Complete Action Items from your own profile

The "Signing Authority" and "Complete Action Items" are not available when editing your own profile options.

Users with the Profile Administrator role can grant delegate authority on others' behalf.

5 page biosketch warning

When uploading a biosketch a warning will appear. We will have the vendor remove the warning as it is outdated.

Document can still be uploaded



ISSUE: PHS398 Career Development Award Supplement Form on K Awards is blank on assembled document
COMMENTS: The form will look blank in the assembled document; however, the attachments and data elements are included in the XML and will be submitted to


InfoEd PD Known Issues

This list will be updated as new information becomes available.

  1. RESOLVED AS OF 1/10/13: SF424 template is not working. This is not the formset used by R01s and many other opportunities. The 424 is rarely used by sponsors. Users are advised to submit via Adobe forms until otherwise notified. (InfoEd is providing a solution for testing week of 12/10/12.)

  2. RESOLVED AS OF 1/10/13: SF424 Short template is not working. This form is rarely used by most sponsors, but it heavily used by NEH. Users are advised to submit via Adobe forms until otherwise notified. (InfoEd is providing a solution for testingweek of 12/10/12.)

  3. If you attempt to upload a Word document or an Excel spreadsheet, and the document or spreadsheet is open, AND you are using Internet Explorer, you will receive an error. Internet Explorer users are advised to close the document or spreadsheet prior to uploading them to PD. Using Firefox and Chrome will allow you to upload an open document or spreadsheet without issue. (InfoEd has acknowledged as a bug and is working toward a solution.)

  4. InfoEd lacks the ability to include all four of the following budget forms in one proposal:
    PHS398_TrainingBudget-V1.0, and the

    This applies to the following opportunity numbers IF they have subcontracts:
    • PAR-12-003, "Limited Competition: Framework Programs for Global Health Innovation (D43)."
    • TU2 "Institutional National Research Service Award with Involvement of NIH Intramural Faculty"
    Users are advised to submit via Adobe forms until otherwise notified. (InfoEd has acknowledged as a bug but will not provide a solution until the new budget model is released with Version 14.)

  5. RESOLVED AS OF 4/30/13: S2S forms Save issue. When creating a proposal that uses the S2S forms tab, you will find that the forms will save when you initially enter data. On subsequent attempts to save, you will receive a warning telling you the required elements which have not been filled in (if any). You will not be able to save unless all of the required elements are in the form. (InfoEd has acknowledged as a bug and is working toward a solution.)

  6. RESOLVED AS OF 3/26/13: Proposal view access from the Dashboard on cross-department proposals. From the Dashboard, you can no longer access the proposal link.

  7. Some Mac users have experienced problems downloading pdf files from PD. These files will default to html format, and open with a browser or html editor. There is a tip on the Cafe InfoEd PD Tips and Tricks page that details how to work with this issue.

  8. When selecting people from a list, the system defaults to the A selection. However, you can't actually select anyone from this letter list. To fix this, you need to select a different letter, then select A. InfoEd has yet to acknowledge this as a bug.

  9. RESOLVED AS OF 2/7/13: Proposal Routing Form print option not functioning. When you attempt to print a Proposal Routing Form, a pdf is created that shows the Single Sign-On login page. (InfoEd has acknowledged as a bug and is working toward a solution.)

  10. Proposal Routing Form completion problems. Some users have reported an inability to save data entry on the Proposal Routing Form. This same issue sometimes exhibits itself as a seemingly completed Routing Form entered by the user, but the reviewer sees the Form as incomplete. In all instances, deleting the form and re-entering it has solved the problem. If your Routing Form does not have a "Check-in/out" icon, it will exhibit these symptoms. This is under investigation by Northwestern to determine cause.

  11. Federal Proposals requiring files in their native format cannot be submitted S2S and need to be done in Adobe forms as InfoEd converts all files to PDFs.


ISSUE: Minor issues related to InfoEd version 13 upgrade

  1. Before logging in, you may wish to clear your browser cache:
  2. Firefox users in particular will have display issues with eForms and checkboxes if they don't clear their caches.
  3. The 424 and 424 Short templates should not be used in the short term.
    These proposals should be done on Adobe forms for now.
    NU submitted 10 proposals using these templates over the past year so this will not affect many proposals and we expect this to be corrected very soon.
  4. The 'link to' function used on progress reports is no longer available due to a change by InfoEd.
    This step has been removed from the instructions and the prime proposal should be indicated on the internal documents tab. The project team is working on a new way to link proposals.
  5. The 'Save and Close' button on the subcontract F&A page does not work. Please click the 'Save' button and then the 'Close' button.

save and close buttons



ISSUE: There was an issue with the refresh of the InfoEd data warehouse.
AFFECTED REPORT: Only the GM085 - Pending Proposals - All Roles was affected
COMMENTS: The issue affects only GM085 - Pending Proposals - All Roles, and the report is unavailable until the issue can be resolved.


ISSUE: InfoEd will be unavailable from 6pm on Sept. 10 until 8am on Sept. 14 for an upgrade
COMMENTS: For upgrade details, please see the InfoEd Upgrade 2015 Announcement.



8/24 Update: Internet services have been restored and InfoEd proposal creation and S2S submissions can resume and are working correctly.

ISSUE: Proposals cannot be submitted System-to-System (S2S) and new proposals cannot be created in InfoEd
InfoEd PD
Until the issue is resolved, S2S proposals due immediately should be created in Adobe forms and submitted outside of InfoEd.
A lightning strike has taken down the Internet in a large portion of the Albany, NY area where InfoEd is based. They expect service to return early this afternoon (8/21).


ISSUE: Users are unable to access FFRA systems using the NUPortal
WORKAROUND: Use the following page instead:

COMMENTS: Please note that the Financial Management Systems Gateway page is available from "Login" link in the top navigation of the FFRA website. There are also a direct link to the systems in the dropdown area of that navigation item.



Call 847-491-HELP (847-491-4357) option 2 or email