Overview/description
This is a guide to configuring the Start a proposal feature on Pivot-RP. This feature enables admins or users to push funding opportunity data from Pivot directly to their university proposal management system, so that they can automatically import the relevant fields with the data from the opportunity. This provides a quick and easy way to populate the initial data for a proposal/application, so that users do not need to laboriously copy and paste the content from system to system.
Enabling for an institution
In order for an institution to set this up, it first has to be turned on for their Pivot-RP account. This is something that needs to be requested from the Pivot-RP team via a support ticket.
How to configure this in Pivot-RP
Once this has been enabled, a new option is available for administrators on the Pivot-RP admin dashboard under the heading 'Start Proposal Configuration':
This allows the account administrator to configure the Pivot-RP settings for integration with the university proposal management system. Clicking on that link takes the administrator to the following page:
This allows administrators to set the following information:
- Display link for all users: controls whether all users will see the button on the funding opportunity page or just administrators.
Enter your system's URL: this should be the URL for the endpoint on your university system to which the Pivot-RP application will submit the opportunity details.
- Enter your button text: This will be the text that appears on the button on the funding opportunity page.
- Enter your button info: This will provide extra descriptive text which will be shown to a user when they click on the info icon next to the button.
Once these items have been set, the button will begin to appear on the funding opportunity page. The display will look like:
When this button is clicked, it will post the data for this funding opportunity in a JSON format to the endpoint set in the configuration.
Integration
Alongside the Pivot-RP set-up, there also needs to be configuration in the university's proposal management system to consume the data and populate the relevant fields. The data is posted in a standard JSON format and so your vendor (or internal development team) will need to do work to take this data and map it to the relevant fields in your system.