FAQS and Tips for Trust Fund Applications

Why aren't my Activities appearing in my Pact?

All Activities must be linked to a Pact. If you create an Activity through a Pact, the Activity will be a part of that Pact. If you create an Activity through your Activity Portfolio page or directly through a Project, you will need to manually link the Activity to a Pact.

Why can't my funder see my application?

Did you Create a Pact and assign the related Activity(ies) to the Pact?
Did you click "Submit to Funder"?

The Trust Fund Program managers can only see activity records that are included in a Pact created through their Pact Opportunity. Please reach out to [email protected] to get a code to create your Pact. Once Activity records are created or added to the Pact, you must click "submit to funder" for the records to be shared with Trust Fund program managers.

Where did Sites go?

Sites are currently a deprecated feature, though they will return in the future as a more generalized organizational folder. If you typically create multiple sites within your project, you must adjust your approach for this funding cycle.

This year, we recommend using Projects instead of Sites to organize and store your Activities within your organization portfolio. To maintain clarity, we recommend that you include the Site Name as part of the Activity Name. For example, within a Project named Smith Farm, you might name your activities as follows: Smith Farm Forest Buffer, Smith Farm Grass Buffer, and Smith Farm Cover Crop.

When it's time to create your Pact, you will link Activities directly from your portfolio. Projects will not restrict you from including multiple activities from different projects in the same Pact. You will share the Pact URL as part of your application rather than Projects.

How do I associate Pacts & Activities

In the updated FieldDoc system, activities are the base data record. The system has expanded options for organizing and sharing activity records. This has resulted in multiple pathways through which you can create activity records and share them as part of funding applications.

There are two main pathways to create a Pact and add Activities. The order of operations no longer matters, but for a Program Manager to see an Activity, it must be part of the associated Pact.

Create a Pact and build your activities within the Pact

Create Activities and then Create a Pact that you then associate with your Activities

What URL do I share in my Trust Fund application?

Please share the Pact URL as part of your Trust Fund application.