How applicants use the UKRI Funding Service

This guidance is for applicants using the UKRI Funding Service. It gives an overview of:

how to create your Funding Service account
what you do when applying to a funding opportunity using the service
the core sections, questions and assessment criteria for ‘responsive mode’ opportunities
new functionality in development
where to get help and support using the service

You can also watch videos demonstrating the service.

For information on how we are developing the service, start with our pathway for change and check status updates on the UKRI Funding Service.

Sign in to your Funding Service account

If you have started an application or award, sign in to:

complete your application
view the status of your application
manage an award

You’ll need the email address and password you used when you started your application.

Creating an account for the Funding Service

You can only create an account when you start your first application using the service.

To create an account, you will need:

to confirm you’ll be leading the project, for example as a project lead or fellow
the name of your organisation
your email address

It takes two minutes to create your account.

There is a different way to create an account if you work for a research office.

Applying to an opportunity using the Funding Service

Find an open funding opportunity on ukri.org

We list open opportunities on ukri.org. Each funding opportunity web page gives guidance on:

who is eligible to apply
what we’re looking for in applications
how to apply, including all the questions you’re asked in the Funding Service application form
how we’ll assess your application

You can:

search opportunities using keywords
find opportunities from specific councils
see upcoming and closed opportunities

Search funding opportunities

Watch a demonstration of finding an opportunity on ukri.org (YouTube).

Start your application

When a funding opportunity opens, its web page displays a ‘start application’ button. This takes you to one of our systems for applying to funding opportunities.

If the opportunity is hosted on the Funding Service, the button takes you to the online application form in the service

If you do not yet have a Funding Service account, you can create one before starting the application form.

We strongly recommend that the person who starts and completes the application is the ‘project lead’, or the ‘fellow’ for fellowships.

Assign roles to your project team

The application form asks you to:

name the members of the project team who will be working on the project
give each member a ‘role’ in the project – each funding opportunity has a specific set of roles to choose from

Watch a demonstration of the ‘Justification of resources’ section, and how to enter the costs on your application (YouTube).

To help you assign roles to members of your team, see guidance on role eligibility, responsibilities and costings.

Core team member access and visibility

The Funding Service is a new system. Personal account information from the Joint Electronic Submissions (Je-S) system will not be transferred to the Funding Service.

Core team members, such as project co-leads, should be added by the project lead as they complete the application.

Once added, team members will receive an email asking them to confirm their details and complete their equality, diversity and inclusion profile. They will be able to see basic information about the application (application ID and title, the project lead, their role, application status etc.)

The Funding Service’s focus in early development has been to ensure the project lead has full edit access and visibility of the application. In time the project lead will also have the ability to add core team members who will then have greater visibility and edit access to the application.

Complete your application

You complete most of your application using text boxes to answer questions in the online application form.

You are given the guidance on what the assessors are looking for:

in the ‘how to apply’ section of the funding opportunity web page
with each question in the Funding Service application form

You might need to complete some sections by uploading a PDF file.

You can save your progress and return to your unfinished application later.

The applicant who started the application can edit the online form at the drafting stage.

To share your draft application with collaborators, you can save it as a PDF using the ‘print this page’ option in the ‘read application’ view.

Members of your organisation with an administration account, for example, research offices, can view your application in the service.

Use of hyperlinks and references

Applications should be self-contained. You should only use hyperlinks to link directly to reference information. To ensure the information’s integrity, you should use persistent identifiers such as links to journal articles, books and datasets where possible.

Assessors are not required to access links to carry out assessment or recommend a funding decision. You should use your discretion when including references and prioritise those most pertinent to the application.

You should include references in the appropriate question section of the application. They should be easily identifiable by the assessors, for example: Smith, Research Paper, 2019.

You must not include links to web resources to extend your application.

Co-edit features

You and members of your organisation with administrator accounts can edit any section of the application before submission for final approval.

You should coordinate with any potential co-editors to avoid any issues with saving.

If you find another user has saved a newer version of the application while you are working in the Funding Service, an error message will appear in a red banner notifying you that your changes have not been saved.

If this happens, the amended information will still appear in the relevant text box in the Funding Service. You will then need to:

copy the changes to a separate document
return to the application overview screen
reopen the section you were working in
add your changes back into the section, checking for accuracy particularly in relation to attachments, images, tables or financial details
select save and return

There is an edit log in each section of the application so applicants and administrators can see who has made an edit and when.

Notification groups

If your research office has set up this optional feature on the Funding Service, you can assign your application to one or more notification groups when you start a new application. This will dictate which groups in your organisation (for example, finance) receive notifications about your application.

Watch a demonstration of completing an application (YouTube).

Send to your research office

When all sections of your application are complete, send it to your research office so they can do any final checks, edits and approvals.

Research office staff with an administration status Funding Service account view all applications from your organisation (including draft applications) and can edit all sections when the application is sent for approval.

The research office then submits the application to UKRI for assessment.

If your organisation does not have a research office, you can submit the application yourself using the Funding Service.