Introduction

Pivot-RP Administrators have the ability to create lists of funding opportunities that are visible to all Pivot-RP users in your organization.  A new section of the Pivot-RP home page labeled Curated is visible (once you’ve created a list and added an opp).  These lists have unique URLs that allow you to post them on a webpage, similar to a Saved Search.  The difference is that the curated lists have specific funding opps you assign and a Saved Search simply runs a funding search where the results are potentially different each time the user clicks on the link.

Pivot-RP users cannot add or remove opps from Curated lists, but they can save them to their own Active or Tracked lists, or share them with colleagues.

Creating a Curated List

Admins can create an unlimited number of lists, and each list is “named."

1. From any funding search results list, select the funding opps you wish to place on the list.  

2. Click Curate.

 Alternately, you click the Curate option from within an individual funding opportunity record or from your Tracked or Active list:

3. You’ll be prompted to name your list.  Enter a new list name (30-character limit) or select a previously named list.

4. Use the search box at the top of the Curate box to see if a list already exists with the name you have in mind.  If you see the name in black type (see global warming example above), click the check box to add the selected opp(s) to that list.  If you are creating a new list and the name you have in mind has not been used, click Create New and follow the steps to complete the process.

Viewing a Curated List of Opps

Your list(s) will be visible on the Pivot-RP Home pages of your users  

1. Click Curated on your home page

2. Select the name of the list you wish to view.

Sharing a Curated List

1. From your Pivot-RP home page, display the list you wish to share.

   

2. Click the link iconnext to the list name at the top of the list.

3. A box will display with a unique URL that you can copy and paste into an email or display on a webpage.  

Removing an Opp from a Curated List

1. From your Pivot-RP home page, open the curated list with the opp(s) to remove.

2. Select the opp(s) to delete.

3. Click the Delete button and select either “Delete Opp(s)” to remove the selected opps or “Delete List” if you want to remove all opps and the list.

Adding a Note to a Curated List

Your notes will are visible whenever a user selects the show details link.

1. From your Pivot-RP home page, display the list you wish to share.

2. Click the show details link.

3. Click the add note link.

4. Enter your text, up to 500 characters.  

5. Click Save.

Editing a Note on a Curated List

1. From your Pivot-RP home page, display the list you wish to share.

2. Click the show details link.

3. Click the edit icon.

4. Modify the text.

5. Click save to save your changes or delete to remove the entire note.

Deleting a Note on a Curated List

1. From your Pivot-RP home page, display the list you want to update.

2. Select the show details link.

3. Select delete to remove the entire note.

• Article last edited: 05-May-2017
• Old Article Number: 9983