Work with opportunities

A portfolio groups related awards, grants, or other funding opportunities (e.g., the New Student Award).

An opportunity contains all application materials (questions, qualifications, etc.) as well as individual applications related to a single award (e.g., the New Student Award for Fall 2025).

To learn how to create an entirely new award, see Work with portfolios.

To learn how to create a new opportunity within an existing portfolio, see Clone and archive opportunities.

From an opportunity record, work with the following tabs:

• Details:

  • To learn more about opportunity dates, see Opportunity dates

  • For more on the Source, see Link opportunities to conditional applications

  • For more about everything else, see Work with portfolios

• Questions: See Add questions

• Qualifications: See Add qualifications

• Applications: See Work with system grids

• Communications: See Customize opportunity communications

• Reviews:

  • To monitor existing reviews, see Monitor reviews

  • To set up reviews, see Create reviewer groups

• Post-Acceptance: See Post-acceptance questionnaires

Most opportunities are either apply-to or auto-match opportunities:

• Apply-to opportunities require applicants to submit an application before they can be considered for an award

• Auto-match opportunities automatically submit applications for awards (provided the applicant meets the opportunity's qualifications). For more about qualifications, see Add qualifications.

Tip: For guidance on other types of opportunities, see Set up flexible applications, Set up external opportunities , and Set up and manage renewable awards.

When an opportunity reaches its Public End Date, the following is true:

• Applicants cannot submit applications or update their responses

• Admins cannot add or remove application questions

• References can still submit requested referrals

• Admins can answer administrator questions

When an opportunity reaches its Internal End Date, the following is true:

• Auto-match applications will no longer be submitted to an auto-match opportunity

• Applicant-supplied answers from the General Application and conditional applications will no longer be updated if an applicant changes their answer

  Tip: To turn off data updates before the Internal End Date, use the Import Offset on Site, Settings, User Imports.

To re-open or extend the deadline for an opportunity, change the appropriate end date.

Note: Changing the opportunity end date may also update existing applications with new data. To start a new opportunity, see Clone and archive opportunities.

By default, each opportunity receives a time stamp based on the Opportunity's Start Date:

• Winter: December - February

• Spring: March - May

• Summer: June - August

• Fall: September - November

Note: You can change these settings by contacting Customer Support (e.g., different time periods, naming by end dates). Any changes you make will affect all opportunities (active and archived) in your system.