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The Project Setup Wizard is only available for Jarvis (v1.32) or higher. Contact your System Administrator for more details. Please ensure browser cache is cleared for a seamless experience while using this feature.

What is the Project Setup Wizard?

The Project Setup Wizard guides users through the process of setting up the Project and related records - which is the backbone of Amp Impact and ultimately, enables impact measurement. Setting up the Project record correctly is essential to use features such as Indicator Management, Activity Planning, and Budgeting.

Using the Project Setup Wizard

Info

Ensure that browser cache is cleared while using the Project Setup Wizard

  1. The core details of a Project need to be entered first. The user will create a Project record and once the record is created, click on the “Setup Project” button to open the wizard.

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  1. The wizard will guide the user through a set of screens that would allow them to create the details related to a Project record. Some of these fields are required to save the record. For the most part, users can create the related records while navigating from one screen to another (including Frameworks, Implementation Plans, and Budgets). However, there are two exceptions:

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    1. Geographic Areas: Typically, there is a list (or catalog) of Geographic Area records that already exist in the system (see this page for more details). Users should select the relevant Geographic Areas from a picklist.

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    1. Thematic Areas: Similarly, Thematic Areas are high-level impact themes that are predetermined and should be selected from a picklist.

  2. Use the “Previous” and “Next” buttons to navigate from one screen to another and the “Skip” button to move to the next screen without creating or selecting records.

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Note

Think before clicking “Next”: Some fields on the screens are required (marked with a red asterisks) and some are optional.

  • If you leave a required field blank, you will get an error on clicking “Next” - prompting you to add a value to the required field.

  • If there are no required fields, you leave these fields blank, and then click “Next”, a new record will be created with empty fields.

The solution? Click “Skip” if you don’t want to create a record for a specific screen.

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For more detailed information on creating project records without using the wizard, refer to the Project Setup page.

Set up the Reporting Periods

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