Cycle management overview

Cycle management helps you:

• Preserve historical information: Archives old applications to protect historical information from being accidentally changed

• Award the right applicants:Make sure only current applicants are present in your system

• Safely update opportunities: Make changes to opportunity questions, criteria, and more without affecting previous applications. For more information, see Update application questions.

• Streamline your system: Help admins find information more quickly

You should perform cycle management at least once a year.

During cycle management, Blackbaud:

• Saves a historical record of different parts of your system

• Copies over applications, reviewer groups, opportunities, and post-acceptance questionnaires for a new round of applicants

Note: If you want to bulk archive and clone your opportunities without performing cycle management, contact Blackbaud Support.

For a guide, see Cycle management checklist.