Now that you’ve created a project overview, it’s time to start entering in details that help clarify the location and work that will be completed through the proposed or active work. You’ll do this by creating site pages for each site or representative sites for your project. 

Add a new site by clicking on the plus sign on your Project Overview page.

Site Name and Description
Start each project site by identifying the work with some basic information.

  • Name. Choose something easily identifiable for the project implementation team. 
  • Description. Include a brief description of the site.
  • Privacy. This is up to you and we strongly recommend ensuring you have land owner's permission prior to adding their own personal information to the name and description field.  You can also adjust privacy setting as needed via the toggle at the bottom.

Site Geography

Site geographies allow users to show the explicit property where work has work is either planned or being implemented.

We recommend uploading a .shp file of the individual parcel, however you can draw the geographic boundary using the map draw tools.

  • Important:  Make sure you click the big green button to save your changes after you are done editing or adding your geography.

Site Partnerships

You can allocate a portion of the project partners and their associated dollars that you assigned a the project level to this site, if applicable.

  • Click on the dollar sign to open up a single contribution page and allocate a portion of the match to this site.

Site Target Metrics

Only the metrics that you assigned to this work at the Project level will appear on the Site Target page. You will need to identify which metrics are associated with this site before you can add the target amounts. 

  • As you can see, the full target amount is un editable. You’re job here is to show how much you plan to implement toward the overall target at this specific site.
  • Click on the plus sign to assign a metric to this site. You'll want to assign all metrics that will be tracked at the site and associated practice, which you'll identify at the next level. 

Site Tags

Tags should look familiar too – you may have chosen tags at the project level. If applicable, choose a tag from those in the available lists. The Program Administrators may be using this information to filter Dashboards for review.

Site Mosaic

Back on the Site Page you’ll see an overview that shows the project name, project location, metrics and progress towards achieving each metric and a list of associated practices.

FieldDoc Sites Tip

  • Remember to click the check mark to save it
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