Project

Projects have taken on a completely new role. They’re no longer tied directly to grant agreements. Instead, they’re now an optional organizational tool—a way to group and manage a batch of activity records within your organization.

When does it make sense to use Projects?

  • If your organization runs multiple initiatives—like a tree planting program and a fence installation program—you might want to track metrics specific to each initiative or you want to be able to filter your activity lists by program when applying for grants.
  • If your team operates in distinct regions, you might want to organize activities into projects that align staff with those regional responsibilities.

Projects are just a shell in which you can organize activity data. They are valuable because they roll up metrics, modeled outputs, and geospatial footprints of all associated activities. The Project Overview summary and the Project Atlas provide an automated, great analytical visualization of the activities included within the project.

Create a Project

This demo walks you through creating a new project and a simple method for batch importing activities.