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Pivot

External Funding Search (Pivot)

CWRU subscribes to Pivot, which provides you the edge by bringing together the right research opportunities, funding, and people – quickly and easily. It provides global and local connections that strengthen research by exploring new avenues for funding and collaboration – for faculty, staff researchers, and graduate students.

Pivot can:

  • Provide access to the most comprehensive global source of funding opportunities;
  • Identify research expertise from within or outside of CWRU;
  • Foster collaboration by cultivating essential partnerships and alliances; and
  • Built strong network connections for future opportunities.

Log into Pivot

Basic Instructions – Getting Started

  1. Sign in using your Case ID (e.g., abc123) and University password: Click “Log in” and then “Access via My Institution Login.” This method is preferred if you are certain you don’t already have a profile in Pivot.
  2. Once logged in, click on your name in the upper right-hand corner and select “Your profile.”
  3. From your profile’s page, click “Claim Profile.” This will trigger another automated email. Claiming your profile will let you update it.
  4. To update your profile, click “Edit Profile” from your profile’s page.

Search Instructions

  1. Click on the “Funding” tab and then the “Advanced Search” link. Execute the search.
  2. From the results, click on the “Save Search” link. You will be prompted to name the search and agree to receive a weekly email based on that search. Click “Save.”
  3. Saved searches can be managed from the homepage screen.
  4. Click on “Saved Searches.” You can click on the search’s name to run, or (via the “Options” choice), edit, delete or turn on/off the email alerts.

Personalizing Pivot

  • Active opportunities
  • Tracked opportunities
  • Saved searches
  • Shared opportunities
  • Received opportunities
  • Suggestions from the Advisor

Active Opps: These are the opps which are the most important to you. It’s your “short list” of all the opps you are interested in, with the most critical being marked by you as “active”. You can identify a funding opportunity as “active” from your search results and you can assign a “tag” to the opp to help you easily group and/or locate it later. Click here to read more about managing your Active Opps.

Tracked Opps: When you first log into Pivot, or when you click the home icon, you’ll land on this area. These are opps you want to monitor, but they are less crucial than your Active opps. When you Track an opp, you can also assign a “tag” to the opp to help you easily group and/or locate it later. Click here to read more about managing your Tracked Opps.

Saved Searches: In addition to tracking individual funding opps, Pivot allows you to save your search queries. You can opt to receive a funding alert based on any of your saved searches. These arrive weekly, and identify any newly added or updated opps that match your query. There is no need to continually enter and run the same search over and over. You can also share your search query with collaborators. Click here for more information on saving and sharing searches.

Shared Opps: When you click on the Shared link you will see all of the opps that you have shared in the last 60 days. By default this list will be sorted by deadline – the opps with the closest deadlines appear at the top of the list. More information on the shared opps area can be found here.

Received Opps: Your Research Office may send you opps they believe may be a good fit for your research and colleagues may share funding opps with you. The Received section of your Pivot Home Page will display all opportunities that have been shared with you. Read more about this feature here.

Advisor: The Advisor is Pivot’s intelligent mapping at work – it analyzes your Profile and matches you with funding opps. The Advisor analyzes several areas in your profile (statement of Expertise, publications, CV information, abstracts and more) and shows you funding opportunities that match up with those areas, some which you may not have found through simple searching. The more detail included in your profile, the better the Advisor matches will be. More information on the Advisor can be found here.

Important Links:

Search Pivot Intro to Pivot
Pivot Tutorials Pivot Webinars
Pivot_Quick_Guide (PDF Version)

Creating Your Pivot Account:

Claiming Your Pivot Profile: 

Quick Search:

Advanced Search:

Saving Searched Opportunities:

Sharing (emailing) a Saved Search:

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