Resource Network- Managing Resource Opportunities

Written By Stacey Kessler

Last updated Over 1 year ago

  • Navigate to Resources —> Opportunities from the left navigation

  • Click into the Opportunity you created in order to view Matched Needs, Applications and Distributions

  • View matched needs

    • Each card is a different need that matched to your opportunity

    • Card details

      • Name of need- you can click on the name in order to see more details about the need

      • Description of need

      • Desired by date

      • Initiative title

      • Strength of the match

  • View Applications

    • This gives users the ability to apply to an opportunity even if they didn’t automatically match

  • View Distributions

    • This view gives opportunity owners the ability to see all of the needs they have distributed to

    • Opportunity owners have the ability to remove a distribution by clicking the stacked three dots on a card to remove a distribution

  • Distribute to a need

    • Click on individual need which can be done in two ways

      • On the left navigation click Resources —> Needs —> Click individual need

      • On the left navigation click Resources —> Opportunities —> Click into the specific Opportunity you want to distribute from and then click into the individual need

    • Once in the individual need click Distribute to Need

      • Select the Opportunity you are distributing from, the amount and any comments

  • Edit the opportunity

    • When in your opportunity click the stacked three dots in the right corner to edit the opportunity

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