There are multiple ways to search for an Opportunity within your system.

To search for an Opportunity using the All Portfolios page:
  • Go to Opportunity > Portfolios > All
  • In the search bar (where it says "Search by Keyword), type any part or all of the Opportunity name
  • Hit Enter or click Search button
  • Click the season name of the applicable Opportunity from the search results to go directly to that Opportunity
  • Please note that by default this page will not show archived opportunities
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To search for an Opportunity using the Opportunities Report:
  • Go to Opportunity > Portfolios > Opportunities
  • This grid contains many columns that you can search by in order to locate your Opportunity, including Type, Name, Description, Start At, End At, Scope, Code (meaning Fund Code), etc.
  • Depending on which of these Opportunity details you would like to search by, enter that information within the blank field below the name of that column. For example, to search by Name, go to the Name column and enter any part or all of the Opportunity name.
  • Hit Enter
  • Click View in the row of the applicable Opportunity from the search results to go directly to that Opportunity
Searching by Opportunities Report

To search for an Opportunity using the Dashboard:
  • Go to Opportunity > Dashboard 
  • At the top of the screen, select Opportunities from the "All" dropdown menu
  • In the search bar (where it says "Type to Search..."), type any part of or all of the Opportunity name
  • Matching Opportunity options will populate in a dropdown menu
  • Select the applicable Opportunity from the search results to go directly to that Opportunity
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