CSU Sacramento finds that updating the award amount and awards available on the opportunities is to cumbersome and would like to be able to import the information through an API. I explained the opportunity update worksheet to them, but they stated that entering the information on the worksheet takes to long and they would like to be able to export it from their system and automatically import it to the opportunity details.
Employee Name | Jennifer Standley |
Client Name "shard name" | csus |
User | IT Admin, Opportunity Admin, Applicant, System Admin, Reviewer Chair |
Functional Unit | Awards |
Morehouse College would also be interested in this enhancement
Proposed Feature Requirements for Opportunity Import/Export API
Contains same columns as New Opportunity Import
Rename "source" column in import to "type" to match terminology used everywhere else in BBAM UI for this data.
Rename "total award amount" column in import to "opportunity amount" to match terminology used everywhere else in BBAM UI for this data.
Rename "total awards" column in import to "opportunity awards" to match terminology used everywhere else in BBAM UI for this data.
rename "end_date" column to "internal_end_date" in import to "opportunity awards" to match terminology used everywhere else in BBAM UI for this data.
Contains the following additional columns:
Public End Date
Post Acceptance Enabled
Post Acceptance Date
Reviewer Note
Hide Applicant Name from Reviewers
Conditional Application
Fund Period
Portfolio ID
Would allow for updating Fund Code, Aux Code, Project ID
Allows for creating a new Portfolio if no Portfolio ID is provided for a row.
Allows for creating new opportunities if no Opp ID provided for a row.
Allows for updating any column that can be updated in the UI for a non-archived portfolio/opportunity.
API also available as a manual import and export on the Import/Exports page.
Renewal Data would not be updated via this import.
A proposed template is attached.
This would be especially helpful for first time activation! Please do this!
Davidson College would really like to see this enhancement as manually updating award amounts is causing us a lot of effort that could be utilized for efficiently elsewhere.
Also Intereted:
Univ of Winnipeg
Georgia State University