Using the All Opportunities grid, System Administrators can make mass changes to opportunities, including opportunity dates, the number of opportunity awards, opportunity types, fund periods, opportunity amounts, visible award amounts, can hide applicant name from reviewers, and enable or disable post-acceptance. Using the Opportunities grid, System Administrators can make mass changes to the portfolios of opportunities, including fund code, auxiliary fund code, project ID, donors, or visibility.

To Mass Update Opportunities:
  • Select Opportunity > Portfolios > Reports > Opportunities.
  • Select Complete View, or another saved grid view that shows the correct opportunities you wish to update. You can also create your own grid view.
  • Mark all of the opportunities you would like to make a change to. Scroll to the bottom of the screen and select Act on Selected>Update Applicant Opportunities.
opportunities mass update
act on selected
  • Make all of your changes as needed to any of the following fields:
update applicant opportunities
  • Click Update Applicant Opportunities
To Mass Update Portfolios:
  • Select Opportunity>Portfolios>Opportunities
  • Mark all of the opportunities you would like to make a change to. Scroll to the bottom of the screen and select Act on Selected>Update Portfolios for Opportunities.
opportunities mass update
update portfolios
  • Make all of your changes as needed to any of the following fields:
update portfolios
  • Click Update Portfolios