What is Implementation?

Track progress towards implementation in terms of progress toward Metrics planned values for all Activities in your portfolio.

🚧

Where did Reports go?

If you are a long-term user of FieldDoc, you have been creating Reports within each of your Practices to demonstrate progress toward implementation. That feature has been removed from the system so that you can update progress more efficiently.

Key benefits of Implementation

Measure Progress: Implementation tracking for all metrics is a manual method to track progress toward planned outcomes. For users who communicate progress toward implementation throughout a performance period, implementation progress can be reported at any increment.

Visualize Progress: As implementation towards metric planned values are inputted into the implementation report, a progress indicator visualizes progress on overview pages and the Atlas.

Create an Implementation Report

Implementation progress can only be added once Metricshave been added to your Activities. Add Implementation reports through individual activities or grid views at Pact or Project levels.

Individual Activities

ADD IN ARCADE

Grid View

ADD IN ARCADE

Components of an Implementation Report

Implementation is based on three components:

1. The Activity: Each activity has unique related metrics.
2. The Metrics assigned to that Activity: Metrics within the Activity should have a planned value.
3. The owner of the metrics: Metrics can be owned by a User's Organization or a Funding Opportunity Pacts

Once those three components are sorted out, users will input a numerical value into the metric:implementation_value field.

🚧

Implementation Replaces Reports

If you used FieldDoc prior to 2024, you attached Reports to your Practices to track progress towards installation. The Implementation feature replaced reports to make tracking progress towards planned values more efficient and effective.

For users who added images and documents to Reports, you still upload and attach those documents to directly Activities.