Pivot-RP

Funding Opportunities

Pivot-RP's main feature is connecting you with available funding opportunities. These opportunities include the sponsor, funding category (keywords), amount, application requirements and deadlines, and where to find more information.

Tracking

Pivot-RP enables you to track opportunities. You can mark highly relevant opportunities, ones that you are actively dealing with, as active. Tracking an opportunity enables you to receive updates when the opportunity changes and to get personal reminders about the opportunity's deadlines.

Sharing

With Pivot-RP you can also:

• Share opportunities with fellow collaborators
• Browse opportunities shared with you
• Create alerts to be notified when new opportunities that match certain criteria are added to Pivot-RP

Log in to Pivot-RP

1. Go to Pivot-RP
2. Select Use login for my institution. Choose University of Colorado at Boulder from the list
3. Log in with your Identikey username and password

Create an account

Create an account to access the full suite of tools available to you. 

1. Enter your first and last name and Identikey email address
2. Read and agree to the Privacy Policy and Terms & Conditions of use
3. Select Get Started

Claim or create your profile

Finish your account setup by creating or claiming a profile for your account. The details in your profile:

• Enable Pivot-RP to provide opportunities relevant to your research interests
• Can be viewed by other users at institutions that use Pivot-RP

Create a profile

If there are no matching profiles, press the Search Profiles or Create Profile button.

Pivot-RP will search for your name and display any matching profiles. You can review any profiles that match your name or:

Press Create your Profile. The Create your Profile process will open in a new Browser tab.

1. Confirm under which names you have published
2. Confirm your Identikey email address
3. Add details about your CU Boulder affiliation such as Department, Role, etc.

Press the Finish button. Your profile will be linked to your account. You can now edit your Profile or close the Browser tab.

See Getting Started with Pivot-RP for more information.

Editing your profile will enable Pivot-RP to provide you with relevant opportunities and enable other users to review your profile for collaboration opportunities.

Keep your profile up-to-date by linking your profile to your ORCID profile and Web of Science Researcher ID. Details such as publications, grants and links can also be added.

Edit your profile

1. Press the Home button (House icon) in the menu
2. Select My Profile in the My Profile & Groups box
3. Press the Edit Profile button. Your Profile will open in a new Browser tab

Link your ORCID profile

On your Profile Overview screen:

1. Press the Add button in the ORCID section
2. Press Get or associate an ORCID ID
3. Press Sign In to add your CU Boulder-linked ORCID ID to complete the process

Link your Web of Science Researcher ID

On your Profile Overview screen:

1. Press the Add button in the WOS ResearcherID section
2. Paste your Researcher ID
3. Press Add to finish

Add keywords

On the Profile Overview screen:

1. Press the Add button in the Keywords section
2. Select categories or subcategories matching your research interest. Selected items appear below
3. Press Save to finish

See Updating your Profile on how to add other details to your profile.

You can find, track, tag, and share funding opportunities. Save your searches to receive relevant weekly updates on funding opportunities. 

Ways to search

Press the Funding button to search for opportunities. Search by all fields, search by funder, search by keyword, or use Advanced Search.

Using Advanced Search

On the Funding page, press the Advanced Search button. Enter search details into the:

• Find opportunities matching section - things to include
• Exclude the opportunities matching section

Use the search fields such as Funder, Deadlines, Activity Location, and Keywords to specify searches.

Keywords

In either section:

• Use the Keywords section to match searches to your research interests 
• Press Browse to select keywords from a list for more accurate results

Refine and save your searches

From the Search Funding Results screen, you can refine your results so they are more relevant to you.

Refine your results with search filters

Apply filters such as Recently Added, Deadline Certainty, Funding types, etc. to refine your searches.

Save your search results

Save your searches to allow you to re-run or refine them at any time. Stay up-to-date on any new opportunities by choosing to receive weekly email alerts for your searches.

1. Press the Save Search button
2. Enter a descriptive name for your search
3. Choose whether you wish to receive weekly email alerts of new results (you can change this by managing your saved searches)
4. Press Save to finish

There is no limit to the number of searches you can have.

Manage saved searches

Select the Home button (House icon) > Saved Searches:

• Select the search title run the search and view the new results or all results
• Press the Options button for search to:
  • Share
  • Rename
  • Edit
  • Add tags
  • View archived results
  • Turn off the alert email
  • Delete the search.

See Searching for Funding Opportunities for more information.

After searching you can view opportunity details and track, share, tag and export opportunities.

View Funding Opportunity details

Select an opportunity from your Funding Search Results to view:

• More information on the source website
• Opportunity details, eligibility information and upcoming deadlines
• The email address for the Funding Contact Person

Track or share an opportunity

• Press Track to add the opportunity to your Tracked Opportunities. Once you track an opportunity you can also categorise it by adding tags
• Press Share to email an opportunity to a colleague or a group you have created

Bulk track, share, tag or export opportunities

On your Search Funding Results page, use checkboxes to select multiple opportunities. 

• Press Track to add the opportunity to your Tracked Opportunities:
  • Select or create new tags
  • Choose whether or not to be emailed updates
• Press Share to email the opportunities to colleagues
• Press Export to export to HTML, Excel or MS Word

View tracked, tagged, shared, and received opportunities

Click the Home button and then:

• Tracked to view your tracked opportunities
  • Use the Tags filter in the menu to view your tagged tracked opportunities
• Shared - opportunities you have shared in the last 60 days
• Received - opportunities that have been shared with you that you can review, track or dismiss.

See Viewing and Managing Funding Opportunities for more information.

Use the Profiles area to view researcher profiles and find collaborators. You can view CU Boulder researcher profiles, search researcher profiles (including from other institutions using Pivot-RP), or update your profile (see Updating your Pivot-RP Profile).

View CU Boulder researcher profiles

1. Press Profiles in the menu
2. Select the View profiles to link to view profiles for a Faculty or Institute

Search for profiles

Enter a keyword to search or use the Advanced Search button to find profiles from institutions that use Pivot-RP.

View individual profiles

Select Individual profiles to view their available profile information which may include:

• An overview of expertise, affiliations and qualifications
• Publications
• Awarded grants
• An email contact

Create groups for sharing opportunities

When viewing a list of profiles:

1. Select profiles using its checkbox
2. Press the Add to group button
3. Give the group a name and description
4. Press Save

View, edit, or delete groups or group members

Manage your groups by visiting the Home page. Press the Groups link in the My Profile & Groups box.

See Pivot-RP Profiles for more information.

After searching you can view opportunity details and track, share, tag and export opportunities.

View Funding Opportunity details

Select an opportunity from your Funding Search Results to view:

• More information on the source website
• Opportunity details, eligibility information and upcoming deadlines
• The email address for the Funding Contact Person

Track or share an opportunity

• Press Track to add the opportunity to your Tracked Opportunities. Once you track an opportunity you can also categorise it by adding tags
• Press Share to email an opportunity to a colleague or a group you have created (see Personal Groups for more information)

Bulk track, share, tag or export opportunities

On your Search Funding Results page, use checkboxes to select multiple opportunities. 

• Press Track to add the opportunity to your Tracked Opportunities:
  • Select or create new tags
  • Choose whether or not to be emailed updates.
• Press Share to email the opportunities to colleagues
• Press Export to export to HTML, Excel or MS Word

View tracked, tagged, shared, and received opportunities

Click the Home button and then:

• Tracked to view your tracked opportunities
  • Use the Tags filter in the menu to view your tagged tracked opportunities
• Shared - opportunities you have shared in the last 60 days
• Received - opportunities that have been shared with you that you can review, track or dismiss

See Viewing and Managing Funding Opportunities for more information.

Find previously awarded grants

1. Press Awarded Grants
2. Search, use Advanced Search or browse by funder
3. Select grants from your result to view grant details

Refine your results

Filter your results by year, currency, institution.

See Awarded grants for more information.