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.