2.0.0 Release Videos


List of All Summit Videos

Video Name Creation Date Description
Accepting a Budget Mar 27, 2017 How the proposal team can accept a budget in the Budget Development Checklist to let Pre-Award know it is the budget that represents the work.
Activity Log Jun 21, 2016 Description of what the Activity Log tracks.
Budget Development Aug 19, 2016 The process of developing a budget from requesting a budget, communicating about the budget, and revising the budget.
Calendar View Jun 21, 2016 Using the Calendar feature to manage your workload.
Color Tags Jun 21, 2016 How to use the Color Tags feature to manage your workload.
Comments Log Jun 21, 2016 How to access and use the Comments Log.
Data Exporting Sep 27, 2016 Using the Bulk Operations function to export data that can be used for reporting, management, or other informational needs.
Favorites Option Mar 7, 2017 The Favorites feature allows users to designate specific proposals as Favorites to be listed in “My Open” and receive notification.
File View Jun 21, 2016 How to use the File View feature.
Get Started 2.0 Aug 17, 2017 The process of starting a new proposal in Summit, updated with the new 2.0 release features.
Help text Jun 21, 2016 How to use the Help Text feature.
How to Approve Aug 30, 2016 The process an approver will take to approve a proposal.
Notifications Aug 30, 2016 The Notification function in Summit is designed to assist the User in managing their workload by updating the User when others have commented or changed a status.
Pre-Proposals, White Papers, and Letters of Intent - 2.0 Aug 18, 2017 How to use Summit to assist you with your Pre-Proposals, White Papers and Letters of Intent. Updated with the new 2.0 release features.
Proposal Navigation Jun 21, 2016 Description of the sections of the Proposal.
Submit for Routing Quick Overview Mar 28, 2017 A quick overview of how to submit a proposal for routing.
Jan 2017 Release Overview Jan 17, 2017 Features released in Summit 1.1.0 and 1.2.0, including an updated proposal workflow, a new way of giving people permission to access the proposals and manage workload, and a read-only version of proposals after they are submitted for routing.
2.0 Release Aug 15, 2017 Features released in Summit 2.0, including a redesigned Get Started process, updated Types of Work, and a new History Log.
Requirement Checklists Sep 6, 2016 Each proposal has many conditions that must be met before it can be submitted to the Sponsor, including both Virginia Tech and Sponsor requirements. The Requirements feature was designed as a tool to keep track of and manage the specific conditions applicable to each proposal.
Saving and Error Processing Jun 21, 2016 Description of the different save button indicators and how to use the View Errors feature.
Subcontractors Jun 21, 2016 Using the Subcontracts feature to track subcontractor documents and requirements.
Submit for Routing Aug 9, 2016 A thorough look at the entire process of submitting a proposal for routing and approval.
Submit for Routing Quick Overview Mar 28, 2017 A quick overview of how to submit a proposal for routing.
Summit Overview Aug 2, 2016 This video was created upon the initial release of Summit to all VT Users. It describes the general navigation and use of Summit.
Welcome to Summit Help Aug 4, 2016 The video seen by new viewers on the Summit Help You Tube page showing them how to access the videos.