Understanding Projects
What a project is and how to structure one.
A project is one funded grant or programme. It holds the logframe, indicators, activities, evidence, donor template(s), team assignments and reporting periods.
Key fields
Title, project code, donor name, implementing and partner organisations, country/region/district, sector, start and end dates, reporting frequency, budget and currency, contact and description.
Project pages
| Tab | Purpose |
|---|---|
| Reporting | Reporting periods and the report workspace (the main working area). |
| Overview | Summary, readiness and next actions. |
| Logframe | Hierarchy and indicators. |
| Activities | Field updates. |
| Evidence | Project evidence library. |
| Templates | Donor templates. |
| Team | Project assignments and project roles. |
| Settings | Details, dates, budget, status, archive. |
The Setup page (linked from the project) is the checklist for getting ready to report.
Status
| Status | Meaning |
|---|---|
| Draft | Just created. |
| Active | In progress. |
| Paused | Reporting suspended. |
| Completed | Ended; no new reporting periods. |
| Archived | Read-only; does not count toward plan limits. |
Limits
Only active projects count toward your plan: Starter 1, Team 5, Growth 20. Archived projects and the Academy demo project do not. See Plans and limits.
Setup readiness
A project is Ready to report when it has a provisioned workspace folder, a donor template with reviewed required sections, complete indicators and a reporting profile. See Report readiness.
One project or several?
Use one project per grant. If one programme has several donors with different formats, create one project per donor so each has its own template, indicators and reporting cycle. See Multiple donors.
Create one: How to create a project.