Set up flexible applications

Flexible applications function similarly to other applications in the system, with four important differences:

1. Change the portfolio type: When creating a new portfolio, set the portfolio's Type to Flexible. For more guidance on creating portfolios, see Work with portfolios

2. Create flexible application categories (optional): To adjust how flexible applications move through your system, set up unique application categories. For more guidance, see Manage application categories.

3. Provide opportunity URL: To make sure applicants find your flexible opportunity:

   1. Go to your opportunity's Details page.

   2. Under Public Opportunity Webpage, select Copy URL.

   3. Make this URL available to your applicants (email invitations, departmental web pages, etc.).

4. Set the review group's source: If you're using review groups for your flexible opportunity, make sure you've set the group's Source to Flexible Applications. For more on reviewing applications, see Manage reviews.

Other than a simplified application experience, flexible opportunities offer the same experience as apply-to applications for admins, applicants, and reviewers.

Applicants can access these opportunities by:

• Going to the Public Opportunity Webpage URL (if shared)

• Using the keyword search

• Going to Opportunities, Grant

  Note: This menu item may be different if you've updated the Custom Text field for Flexible Opportunities.