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Log in to Pivot-RP

2. SelectÌýUse login for my institution. Choose University of Colorado at BoulderÌýfrom the list
3. Log in with your IdentikeyÌýusername and password

Create an account

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

1. Enter your first and last name and IdentikeyÌýemail address
2. Read and agree to the Privacy Policy and Terms & Conditions of use
3. SelectÌýGet 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,Ìýpress theÌýSearch Profiles or Create ProfileÌýbutton.

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

PressÌýCreate 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 CUÌýBoulder affiliation such as Department, Role, etc.

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

SeeÌýÌýfor 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 theÌýHomeÌýbutton (House icon) in the menu
2. SelectÌýMy ProfileÌýin theÌýMy Profile & GroupsÌýbox
3. Press theÌýEdit ProfileÌýbutton.ÌýYour Profile will open in a new Browser tab

Link your ORCID profile

On your Profile Overview screen:

1. Press theÌýAddÌýbutton in the ORCID section
2. PressÌýGet or associate an ORCID ID
3. PressÌýSign InÌýto add your CU Boulder-linked ORCID IDÌýto complete the process

Link your Web of Science Researcher ID

On your Profile Overview screen:

1. Press theÌýAddÌýbutton in the WOS ResearcherID section
2. Paste your Researcher ID
3. PressÌýAddÌýto finish

Add keywords

On the Profile Overview screen:

1. Press theÌýAddÌýbutton in the Keywords section
2. Select categories or subcategories matching your research interest. Selected items appear below
3. PressÌýSaveÌýto finish

SeeÌýÌýon 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.Ìý

Ways to search

Press theÌýFundingÌýbutton 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 theÌýAdvanced SearchÌýbutton. Enter search details into the:

• Find opportunities matchingÌýsection - things to include
• Exclude the opportunities matchingÌýsection

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

Keywords

In either section:

• Use theÌýKeywordsÌýsection to match searches to your research interestsÌý
• PressÌýBrowseÌýto 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 theÌýSave SearchÌýbutton
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. PressÌýSaveÌýto finish

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

Manage saved searches

Select theÌýHomeÌýbutton (House icon) >ÌýSaved Searches:

• Select theÌýsearch titleÌýrun the search and view the new results or all results
• Press theÌýOptionsÌýbutton for search to:
  • Share
  • Rename
  • Edit
  • Add tags
  • View archived results
  • Turn off the alert email
  • Delete the search.

SeeÌýÌýfor 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

• PressÌýTrackÌýto add the opportunity to your Tracked Opportunities. Once you track an opportunity you can also categorise it by adding tags
• PressÌýShareÌýto 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.Ìý

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

View tracked, tagged, shared, and received opportunities

Click theÌýHomeÌýbutton and then:

• TrackedÌýto view your tracked opportunities
  • Use theÌýTagsÌýfilter in the menu to view your tagged tracked opportunities
• SharedÌý- opportunities you have shared in the last 60 days
• ReceivedÌý-ÌýopportunitiesÌýthat have been shared with you that you can review, track or dismiss.

SeeÌýÌýfor more information.

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

View CU BoulderÌýresearcher profiles

1. PressÌýProfilesÌýin the menu
2. Select theÌýView profiles toÌýlink to view profiles for a Faculty or Institute

Search for profiles

Enter a keyword to search or use theÌýAdvanced SearchÌýbutton 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 theÌýAdd to groupÌýbutton
3. Give the group a name and description
4. PressÌýSave

View, edit, or delete groups or group members

Manage your groups by visiting theÌýHomeÌýpage. Press theÌýGroupsÌýlink in the My Profile & Groups box.

SeeÌýÌýfor 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

• PressÌýTrackÌýto add the opportunity to your Tracked Opportunities. Once you track an opportunity you can also categorise it by adding tags
• PressÌýShareÌýto email an opportunity to a colleague or a group you have created (seeÌýÌýfor more information)

Bulk track, share, tag or export opportunities

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

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

View tracked, tagged, shared, and received opportunities

Click theÌýHomeÌýbutton and then:

• TrackedÌýto view your tracked opportunities
  • Use theÌýTagsÌýfilter in the menu to view your tagged tracked opportunities
• SharedÌý- opportunities you have shared in the last 60 days
• ReceivedÌý-ÌýopportunitiesÌýthat have been shared with you that you can review, track or dismiss

SeeÌýÌýfor more information.

Find previously awarded grants

1. PressÌýAwarded Grants
2. Search, useÌýAdvanced SearchÌýor browse by funder
3. Select grants from your result to view grant details

Refine your results

Filter your results by year, currency, institution.

SeeÌýÌýfor more information.