Troubleshooting Project Setup

Where to look

Open the project's Setup page. It shows the status (Not started, In progress, Ready, Action required), a checklist and a Blockers list with Fix links.

"New project" is blocked

• Only Admins can create projects.
• You may be at your plan's active-project limit. Archive a finished project or upgrade (Plans and limits).

I lost my wizard answers

Wizard progress is saved as a draft in your browser. Reopen New project on the same device and browser.

Project workspace folder is pending or failed

1. Make sure Google Drive is connected (Settings → Setup).
2. On the project's Setup page click Retry workspace. If folders are partly there, click Repair workspace.
3. If it still fails, reconnect Drive and retry, or email support@donordesk.online.

Setup stays "Action required"

Readiness is computed from live data. It reverts if something required is removed. Fix the listed blockers:

• Donor template – needs at least one reviewed required section (upload and approve one).
• Indicators – at least one, and every quantitative indicator needs baseline, target, unit and frequency.
• Reporting profile – create it on the profile page.

Team assignment is recommended but does not block.

I can't edit dates or budget

Use the project's Settings tab (Admin or Project Manager). Changing dates that would invalidate existing reporting periods is rejected.

Archived or completed projects

Completed projects cannot get new periods; archived projects are read-only. Restore project in Settings for archived ones.

Demo project problems

The demo project cannot be counted against your plan. If the tour will not start or resume, refresh, or delete the demo project from its banner and start again.