Project Folders

IN THIS ARTICLE

Project folders are the highest level organizing unit in FieldDoc Portfolios. Projects are an optional folder in which to organize your activity records.

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Project Folders

Project folders are the highest level of organizational structure within a Portfolio. They are visible only to members of the organization’s workspace and are used to group and manage related activities internally. This structure helps teams organize their work without sharing it outside the organization.

How to use Projects

Organizations should use Projects to organize programs or initiatives. For example, if your organization hosts a Healthy Trees Program and a Forest Buffer Installation Initiative, you can create a Project Folder for each one. What's really cool is that as you add activity records to your projects, the data included in each of those records will roll up to appear on the Project Summary Page.

Tip: We do not recommend using projects to represent individual grants, as you may have overlap in funding opportunities over time.

Tour a Project Folder Overview Page

Project folders contain information that is stored at the Project level and a roll-up of activity record data stored within this project.

Details from the Project Folder tour

Navigating a Project in FieldDoc

To enter a project, click the Project Summary icon. This brings you to the Overview Page, which dynamically updates to reflect all the information you build within the project. As you add activity records and associated metadata—such as geospatial data and metrics—this information will populate on the Overview page.

Activities

Activities contain the foundational data in FieldDoc. From the Activities tab, you can view all records organized within the project folder. You can open existing activities, create new records, or switch views to manage your data in different formats. FieldDoc offers both a Table View and a Map Editor View for flexible data management.

Metrics

The Metrics tab displays a table of all non-modeled metrics assigned to activity records in the project. You can add organization-specific metrics directly to this table or view metrics added within individual activities.

Note: Programmatic metrics are created by funding program managers and are only available to activities shared through a Pact. When assigned, these metrics also appear in the Metrics table and will include a Pact reference in the corresponding row.

Implementation

The Implementation tab tracks progress on the metrics listed in the Metrics tab. Once a metric is added to this view, the only field users should edit is metric:implemented_value.

Sections

Sections allow you to create subfolders within your project to further organize activity records. Each section has its own summary overview page, similar to the main project Overview. This is a great way to parse, manage, and share subsets of your data—especially helpful for managing updates.

Collaborators

Working together is easy in FieldDoc. From the Collaborators tab, you can invite and manage who has access to the project. Collaborators can create, edit, and delete activity records within the project.

Linked Pages

Use Linked Pages to attach stylized URLs to a Project, Pact, or Activity. This is useful for integrating third-party tools like AGOL prioritization apps or services like Matterport or Coolant that support MRV data collection. These links help bridge FieldDoc data with external systems.

Documents

Upload and store documents directly within a Project, Pact, or Activity. Files are accessible to other users who have access to the corresponding record.

Images

You can also upload .png and .jpg images to any Project, Pact, or Activity. Images are a great way to share visual context about the work being tracked and are accessible to all users with permission to view the record.

Atlas

The Atlas view provides a map-based visualization of all activity records within your project. It brings together organization metrics, programmatic metrics, and modeled metrics with their geospatial context, offering a comprehensive spatial perspective of your work.

Managing Project Folder Data

Create a Project Folder

These instructions walk through creating a new project folder only. For instructions on how to add activity records to a project, check out the activity articles.

In-App

Create new Project

From the Home screen or your Project view, click '+ Create' to make a new Project folder in your workspace.

Import File

Importing Projects via File Import

When importing a file, you can create new Project(s)—this is especially helpful when batch importing activity records.

Steps to Import Projects:

1. Add a Project Name column In your import file, include a column labeled for Project Name.

2. Map the Project Name field When configuring your import, map this column to FieldDoc project:name.

3. Save your import Once you click Save, the system will automatically create a new Project for each unique Project Name found in your file. Each activity record row will be placed within its corresponding Project.

TIP: Each time you import a file with a mapped project:name field, the system creates a new Project, even if a Project with the same name already exists. to import activity records to an existing Project, import the file from within that Project’s folder.

Dig In! Interactive Tutorial

Through this file import you will create a new project called Outer Rim Restoration and Resilience Program that includes three Sections and nine individual activity records. The tutorial will walk you through how to import and navigate the records that you import.

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OuterRim_demo.geojson

Link or Create Activity records within Project Folders

Here, we share how to make sure that activity records already in FieldDoc are correctly organized within the folder structure. Activity records can only be assigned to a single project folder; however, you can move activity records around or assign the project after the activity has been created.

Within Activity Record

Assign a project to an existing activity record

Within an activity record, open the Edit Activity modal. Select the Project tab. Choose an available project or create a new one. Once you tap save, your activity will be organized and available with the project.

From Activity Table View

Assign a project from the activity table view

From any table view of activities, you can reference or edit the associated project. From the table view, you can use the filter and sort options to organize activities by project.