Administrator Capabilities While Viewing Funding Opportunities

When viewing an opportunity, an administrator can perform the following activities:

• Under the Tracking section, select Curate to add the opportunity to a curated list – See Creating Curated Lists of Funding Opportunities.

• Under the Tracking section, select See alert recipients to see the list of users that have set alerts for the opportunity – See Enabling or Disabling Email Funding Alerts.

• Under the Upcoming Deadlines section, select add deadline to add a deadline to the opportunity – For more information, see Managing Deadlines and Deadline Reminders.

• Under the Notes section, select add note to add a local note to the funding opportunity.

• Under the Notes section, select edit to either modify or delete a local note.

• Administrators can add a global note that appears for all funding opportunities, but it cannot be added from a funding opportunity's page. For information on how to add or modify a global note, see Creating a Global Message and Site Announcements.

Exporting Funding Opportunities

You can export funding opportunities in various output formats.

1. From any list of funding opportunities (search results, curated list, and so forth), select the opportunities to export and select Export (the Export option appears only after you select one or more opportunities).

   

   Funding Opportunities List

   The Export Funding Opp Details dialog box appears.

   

   Export Funding Opp Details
2. Select the output format. If you select HTML or ASCII formats, then you can also select Include search strategy to include the search parameters and filters in your export.
3. Select how much of the record content you want to export. If you select Select your field, you can select or clear specific fields from the output.

   

   Export Funding Opp Details – Select Your Fields
4. Select Submit. If you selected HTML, the results appear in your browser. Otherwise, the results are downloaded to your computer.

Facet Filtering and Sorting

All search results include your search query, facets, and sorting options. You can select a facet as a quick way to filter the current list of results.

Your administrator may have set default filters for location or citizenship; see Configuring Institution Search Settings. You can clear these filters (select X) at the top of the facets pane.

Saving a Search

You can share your saved searches with other users (and they can share theirs with you).

1. Perform a search to open the search results page.

   

   Save Search Query in Results

2. Select Save Search to open the Save Your Search dialog box.

   

   Save Your Search

3. Enter a name for the search and select whether you would like to receive a weekly email with results of this search. Note that you can toggle the alerts setting on or off after the search is saved.

4. Select Save to save your search and click OK in the confirmation message.

Copying a Saved Search

You can copy a search from an existing search.

1. On the Saved Searches page, select a saved search.

2. Modify the search as needed.

3. Select Save Search to open the Save your Search dialog box.

   

   Save Your Search 

4. Specify a new name for the search and then select Save as New.

5. Select OK in the confirmation message

Modifying a Saved Search

You can modify an existing search.

1. On the Saved Searches page, select a saved search.

2. Modify the search as needed.

3. Select Save Search to open the Save your Search dialog box.

   

   Save Your Search 

4. Specify a new name for the search and then select Update a Current Search.

5. Select OK in the confirmation message

Renaming a Saved Search

You can easily rename a saved search (including curated searches).

1. Select Options > Rename in a saved search row. The New Search Name dialog box opens.

   

   Rename Option

2. Enter the new name and then select the Check icon.

Running or Managing Your Saved Searches

Saved searches appear on your home page; see Pivot-RP's Home Page. If you have added any tags to your saved searches, you can filter your searches by selecting the tag in the left sidebar.

Use the Options row action to view historical results of, share, edit. tag, toggle alerts on/off for, or delete the saved search.

Viewing Historical Results of a Saved Search

Select View Archived Results in a saved search row. Pivot-RP displays search results for the saved search over the past week. Additional weeks are available in the facets in the left sidebar.

Managing Tags for Saved Searches

1. Select Add Tags or Edit Tags in a saved search row. The Add Tags or Edit Tags dialog box appears.

   

   Add Tags

2. Select from any already defined tags, or clear existing tags, and select Add or Apply. The selected tags are added and any cleared tags are removed.

   To add a new tag, enter a new tag and select Create New. The New Tag dialog box appears.

   

   New Tag

3. Select Create.

Sharing a Saved Search

You can share your search queries with other users.

1. Select Share in a saved search row. The Share dialog box appears.

   

   Share (User)

2. Enter one or more recipients (users or groups) with which to share the search. This field uses auto-complete. For more information about groups, see User Groups.

3. Enter an optional message and select whether recipients can see all other recipients of your suggestion.

4. For administrators only, select the Put shared search on recipient's saved search list check box to save the search to the recipient's saved search list. These saved searches appear with an indication that it was added by an administrator.

   

   Share (Admin)

5. Select Send.

Tagging and Sharing Funding Opportunities

You can tag funding opportunities that you are working on, applying for, and so forth. This list is available on Pivot-RP's Home Page. For more details, see Pivot-RP's Home Page.

When viewing search results, you can select one or more opportunities and then select Track to add the selected opportunities to your Tracked list. When viewing an individual opportunity, you can similarly select Track.

When viewing either list, users can use the row actions (in the Options menu in each row) to:

• Share an opportunity and see who you have shared the opportunity with

• Remove the opportunity from the list

• Move the opportunity to the other list

• Add or edit tags

• Add or edit deadline reminders

• Add the opportunity deadlines to an external calendar application; see Viewing and Exporting Opportunity Deadlines in a Calendar.

• Toggle alerts on/off

• See how many other users have this opportunity in their Tracked list.

You can also select multiple opportunities in the list and perform some of these actions on all selected opportunities.

Sharing and tagging funding opportunities works exactly the same way that sharing and tagging saved searches works; see Saving and Rerunning Searches for Funding Opportunities, above.

Viewing Names of Users Who Are Tracking Funding Opportunities

Administrators with funding opportunities in their Tracked lists can also curate the opportunity and view the names of the users who are tracking the funding opportunity (regular users cannot see which users are tracking an opportunity, but they can see how many other users are tracking the opportunity).

To see the list of users, select the relevant link in the row actions menu.

Also see the Tracked Opportunities Report (Admin > Reports > Funding Opps > Tracked Opps).

Adding Funding Opportunities to Users' Tracking Lists

When sharing a list of funding opportunities, administrators can also add the opportunities directly to users' tracked lists. The opportunities appear with an indication that they were added by an administrator.

Enabling or Disabling Email Funding Alerts

You enable or disable weekly alerts for tracked funding opportunities and on saved searches. A weekly email is also sent for Advisor results, unless you disable it.

The alert for tracked funding opportunities is simply a reminder of what you have tracked. A saved search alert is only sent if there are new funding opportunities that appear for that search.

In the Saved Searches tab on the home page select Alert email on or Alert email off in the row.

In the Tracked tab on the home page select Turn alert email on or Turn alert email off in the row.

Managing Deadlines and Deadline Reminders

You can configure Pivot-RP to automatically add deadline reminders to all opportunities that you add to your Tracked list. To do this, see Managing Your Account. The following procedure can be used to manually add or edit deadline reminders.

1. Select Add Deadline Reminder or Edit Deadline Reminder in the opportunity row. The Add Deadline Reminder or Edit Deadline Reminder dialog box appears.

   

   Add Deadline Reminder
2. Select whether to receive the reminder as an announcement in the Pivot-RP UI or as an email (or both), and select when to receive the reminder.
3. When you are done, select Update.

Adding Local Deadlines to Funding Opportunities

Administrators can add an unlimited number of local deadlines to individual funding opportunities. In addition to the deadlines that are configured for the opportunity, these deadlines are visible only to your institution's users.

You can add, edit, and delete local deadlines. You cannot edit deadlines that are pre-configured for the opportunity.

To delete a local deadline, select Edit and select Delete.

Viewing and Exporting Opportunity Deadlines in a Calendar

You can export a tracked funding opportunity to a calendar application. In addition, from any list of funding opportunities, you can view the deadlines from one or more of these opportunities in a calendar in Pivot-RP .

While viewing opportunity deadlines in a calendar in Pivot-RP , you can export some or all of these deadlines in bulk to a calendar application. You can export them as a dynamic calendar, which means that the deadlines are updated in your calendar application when they are updated in Pivot-RP . Or you can export them as static dates, in which case changes in Pivot-RP are not reflected in your calendar application.

1. When viewing the list of tracked funding opportunities, select Add to Calendar in an opportunity row. The Add to Calendar dialog box appears.

   

   Add to Calendar
2. Select to add the deadlines to your Google, iCal, Outlook, or Yahoo calendars. The external application opens and the information is added to the application.

1. On any list of funding opportunities, select Calendar View to see all deadlines of a list of funding opportunities, as follows:
   • To view the deadlines of all opportunities in the list, select Calendar View > View Entire List.
   • To view some of the opportunities, select the opportunities and then select Calendar View > View Selected Opp(s).

   

   Search Funding Results

   The opportunity deadlines appear in a calendar within Pivot-RP that opens in a new browser tab.

   

   Pivot-RP Deadlines Calendar

2. From the calendar you can perform any of the following actions:

   • Select Display Options, select Show opps N days before further deadlines, enter a number of days instead of 0, and select Update Calendar to view the deadlines in the calendar earlier than the actual deadlines.
   • Select Subscribe to add a calendar of these deadlines to a personal calendar application. The calendar of deadlines is updated automatically whenever the information is changed in Pivot-RP .
   • Select Download to download the list of deadlines that you can then import into a personal calendar application. This list is not dynamic, and is not updated when the information is changed in Pivot-RP .
   • Select Return to Result List to close this tab.
   • You can navigate to previous and future months, as in any other calendar application.
   • Select an opportunity in the calendar to view details about an opportunity.

     

     Pivot-RP Deadlines Calendar - Funding Opportunity Details

   • Select View the Full Information to view the funding opportunity page.