The Manage tab displays four types of items:

Launched Opportunities

• Located in chart in middle of page
• 2 states
  • Open - Any opportunity not archived
  • Archived - Locked and in read-only access

Drafts

• Located at top of Local Navigation Menu (right sidebar)
• Can be saved as template, launched, or both (in Finalize step)
• If Co-Administrators are added, they can work collaboratively. The draft will show in every Co-Admin's drafts section.

My Templates

• *Must click Create > My Templates > and then select template name to use to launch.
• Located below drafts on Local Navigation Menu (right sidebar)
• Can be used to create new opportunities (drafts or launch right away) or new templates
• Can be shared with others by a Super (or Global) Admin

Shared Templates

• *Must click Create > Shared Templates > and then select template name to use to launch.
• Located below templates on Local Navigation Menu (right sidebar)
• Shared by Super (or Global) Admin to you
• Any updates they make to the template will automatically update your shared template

Letters of Intent (LOI)

• All of the above sections are replicated
• Phase 1 of LOI are located in Letters of Intent (LOI) section of Manage tab
• Phase 2 of LOI are on the Competitions section of Manage tab

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.