This article helps you when you want the quick and dirty steps to add some Activities.

When you log in to FieldDoc, you arrive at your Home Page. Before you add any record data, this view will be empty.

As you can see from this view, you have a lot of launching points. For this tutorial, we are going to start adding eachActivitydirectly to your Portfolio.

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Folder levels within a Portfolio

• Projects are the top-level, optional, organizing unit you can use to group Activities.
• Sites are a middle-level organizing, optional, organizing unit that you can use to group Activities within a Project.
• Activities are the core data component of Portfolios. Each Activity is a granular record of a single installation or piece of work. Your portfolio is a compilation of all Activities assigned to you and your Organization.
• Pacts Program Managers manage an organizing unit. Share your Activities via one or many Pacts without having to duplicate a single record.

What is an Activity?

In FieldDoc, anActivityis the most important record of your nature-based work. Each Activity represents a digital record of a single real-world effort to address and move the needle on an environmental impact. Collectively, your Activities make up your PORTFOLIO., or your go-to source of truth for your nature-based work. All Activities are unique; however, they are valued for their standardized nomenclature, machine-readability, and portability for reporting.

Within each Activity, users can add a lot of attribute data. For example, each Activity has unique geospatial components, associated attributes, and metrics. There are many options for adding and managing your Activity data. Check out Activitiesin the ESSENTIALS folder to get more details on all components.

Let's add an Activity to your Portfolio

Your Portfolio contains all of the Activities managed within your Organization. You have the option to use Project and Sites as organizational levels to organize groups of Activities.

Steps to Create an Activity Record

These are the basic step-by-step instructions to input your data manually into a single Activity record. For more detail, check out the ActivitiesEssentials Section.

1. Create the Activity. Name it. Option to assign the Activity to an existing Project.
2. Once in the Activity Summary view, click on the three ellipses on the Activity Overview Page. Select Edit Activity from the drop-down.
3. Add a description.
4. Navigate to Activity Type tab. + Add Activity Type.
5. Scroll or search through the available list to select the relevant type and assign it to your Activity.
6. Select the Geometry tab. Orient the map view to the location of your Activity and delineate the footprint.
7. Return to the Settings tab. Select Extent. If desired, set the user-defined extent to override the system-derived geometric extent.
8. Next, you have the option to associate existing organization Metrics with your Activity. Select the Metrics tab. Select organization metrics to associate with your Activity and set the planned target value. Click Save.

Try it! Create a Single Activity

Steps to Batch Import Activities to a Project

1. Create and name a Project.
2. From the project overview page, select the Activities tab.
3. Select the button to Import file.
4. Select a file to upload from your computer. Click the Upload button.
5. Map the Imported Fields to the FieldDoc Fields.
6. Once they are mapped, click Save.
7. Now you need to add the <<glossary:Activity Type>>to each Activity record. We recommend switching to the grid view. Within each record, you will search for the relevant activity type.
8. To add user-defined Metrics, enter into each Activity record or use the Metric grid view to add your Activities, select the associated metric, and add a planned_metric_value

Try it! Batch Import Activities to a Project

These are the basic step-by-step instructions to import existing activity data into FieldDoc.

If you'd like, you can Create a Project before adding Activities. Adding a Project is an optional component of your portfolio. Projects are typically used to contain a group of Activities related to a specific initiative within an organization.

You may also want to to your Workspace, Project, or Activities so that you can partner in building out your portfolio.