How To Add a Project

Projects can be comprised of multiple grants or parts of grants. Projects can also have their own budget line items and performance goals and strategies.

Prerequisite: Must be an Organizational Admin, Project Admin, or Department Admin

Depending on your account settings, this record type may have additional custom fields or sections.

1. Open Project Management>Projects.
2. Click the   (Create icon) in the Icon Bar.
3. In the Project Information section, add the project Name.
4. Select the project Start Date and End Date.
5. Add the Budgeted Amount (optional).
6. Select a Project Manager. The Project Manager will have full access to edit project details, and create, edit, and delete all items related to the project. The Project Manager may also assign responsibility for goals and line items to other AmpliFund users. This list pulls from Contacts>Staff.
7. Select Additional Staff (optional). Additional Staff may view project details, performance plans, and budget plans. They cannot create, edit, or delete project details, and other project-related information. This list pulls from Contacts>Staff.
8. Select Department(s) or Program(s) (optional). This will link Department Admin and Users to the project. This list pulls from Administration>System Security>Departments.
9. Select Subject(s) (optional). This list pulls from Administration>Lists> Subjects.
10. Select Grant(s) (optional). This will link the project to the grant so that the project line items and performance goals will be available on the grant's line items and goals. This list pulls from Grant Management> Grants.
11. In the Description section, add a Description (optional).
12. In the Default Settings for Sending Task Reminders section, select Default Task Reminders (optional).
13. In the Record Information section, add a Unique Identifier as an additional reference (optional).
14. Click Create.