Opportunity Options: Core Concept: How to Create an Opportunity

39 STEPS

1. Welcome to the Euna Grants Core Concept training video focused on creating an opportunity.

2. In this Core Concept video, we will review how to create an opportunity record. Today, we’ll demonstrate the process through Program Management.

3. After logging into Euna Grants, you’ll land on your homepage. Click on Program Management in the left navigation panel

4. Click Opportunities

5. This will take you to the opportunities grid. Click Create

6. You will land on the opportunity creation page with the opportunity information section. The only required field for the initial save is the title. Everything else is optional

7. Use the “Make viewable to applicants” at the top to control visibility of sections and fields on the applicant portal.

8. Check or uncheck the box to enter content or have that option disappear. Anything unchecked will NOT populate on the applicant portal even if you have content entered.

9. The first few fields you can enter optional information include items like a title, description, and award agency information.

10. If you have programs built, you can select them from the dropdown menu.

11. The fund activity field is a pre-populated drop-down of common categories. This can be used in other areas of Euna Grants to filter your opportunity list. Type in a category explanation in the box.

12. Next you’ll see other fields like departments

13. and subjects to select from

14. In the fields beneath, assign a manager and any additional users.

15. The Posted and Archive Dates control applicant visibility and access. The Archive Date hides the opportunity and submitted applications from applicants. This setting it is optional, but we recommend leaving it blank.

16. There are a few other options of general information to include, such as funding opportunity number, agency opportunity number, and assistance listings number.

17. The last option in this section is the “Is Published” field. If checked, the opportunity will be available to applicants to apply after the open date. It's recommended to publish after testing a couple of times, and completed configuration updates.

18. Leave this as unchecked for now and come back to edit the opportunity and check this box at a later date.

19. Let’s move to the next section: Award Information. This allows you to include an award ceiling or the maximum amount you will award

20. And a floor, the minimum amount you will award. You can also enter date information, award types, etc.

21. At the bottom, take note of the indirect and matching requirements.

22. If your opportunity includes indirect costs and/or matching, select yes in the corresponding drop-downs menus. If yes is chosen, associated fields will appear underneath.

23. This will drive the ability for applicants to enter corresponding amounts in the application and impact the ability to add matching or indirect costs to the budget template in the application process

24. Cash match and indirect cost requirements are percentage fields and should be entered in decimals. If matching is included in your opportunity but you don’t have a required amount, you may leave those fields blank.

25. Next, Reconcilation Methods. Advance: Funds paid on a set schedule with an initial advance. Working Capital: Funds based on maintaining a set capital rate, includes an advance. Reimbursement: Recipient spends own funds first, then requests repayment.

26. The submission information section underneath provides required key fields for the submission.

27. If you select rolling, the submission end date option will disappear.

28. Submission open and close dates times control when applicants can apply. The Apply button appears only after the open date. The opportunity closes at your set time, so confirm the correct time zone.

29. The “Allow Multiple Applications” box lets an organization submit more than one application. This is useful if different departments or divisions within the same applicant need to apply separately.

30. The next section is the question submission section. If you intend to take questions via email or want to provide other application question instructions or documentation, you can enter information here.

31. If you as the funder intend to hold a session for technical assistance, you can add details under this section.

32. The options are No, Yes, or Yes and Mandatory.

33. Here you can include the date and any relevant links.

34. The next sections are eligibility and additional information. Describe who is eligible to apply to this opportunity and add additional information like URLs and descriptions.

35. The Award Administration section includes optional fields for details like award notices and policy requirements. We recommend adding only information for fields that contain relevant content.

36. Once you’ve finished entering all relevant information on the creation page, click create at the bottom.

37. After you click create, you will land on the opportunity details page. This includes everything you just entered. To edit any content, click on the pencil icon in the top right corner of the screen.

38. The icon tool bar also has a copy icon. If this opportunity is yearly or contains similar information to another opportunity, you can use the copy icon to create another record.

39. Through this Core Concept video, you’ve learned how to create an opportunity record in Euna Grants. Should you have additional questions, please reference our support site. Thank you.