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Create a Framework in Amp Impact

Once an organization conceptually finalized its logical framework, they have the option to create the Framework and related Framework Objectives for each level in its logical framework in Amp Impact . This forms Project (or initiative). The Framework and Framework Objectives form the backbone of impact measurement and ultimately, allows allow them to link Project Indicators to their Framework Objectives.

Here is an example of a framework Framework with Framework Objectives that an organization is using to track progress toward its objectivesgoals:

You’ll notice that they:

  • Defined a hierarchy of objectives that are nested in this list (Impact > Outcome > Output > Activity);

  • Connected their Indicators indicators to various objectives to track progress toward their goals;

  • Are automatically aggregating indicator target and result data in this table to track their overall progress.

Now, let’s get into the step-by-step data entry process to create this in Amp Impact.

There are three ways to add objectives Framework Objectives to a framework (i.e. create Framework Objective records):

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Create Custom Framework Objective recordsRecords

Create the Framework Objectives you need for your Project one by one. This is especially helpful when you’re creating a Framework for the first time, or need to add a specific Framework Objective for this Project.

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Add Framework Objectives from a Catalog

Add the Framework Objectives from a catalogto your Project by selecting them from a library of existing Objective records. This is helpful if you have a specific set of Objectives that you typically track for Projects.

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Clone a Framework from another Another Amp Impact Project

Use the wizard to clone Framework Objectives from another similar Project or Framework to avoid rework or set a standard for how Frameworks should be set up.

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Already have a Framework and Framework Objectives set up? Navigate to the Manage Framework Objectives section to learn more about modifying and deleting Framework Objectives.


Create Custom Framework Objectives

  1. Navigate to the “Frameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Add Custom Framework Objective” button.

  2. Complete the fields in the pop-up below:

Here are a few considerations when creating custom Framework Objective records using the pop-up:

  1. The “Objective Name” field will be visible to users on the framework you create. You can choose if you’d like to add this objective to the catalog for other users to add to their frameworks. See the Add Objectives from a Catalog to the Framework section below.

  2. Values for the “Description” field cannot include semicolons (;) to preserve the functionality of search filters for the ampi__Objective__c field.

  3. You can choose if you’d like to add this objective to the catalog for other users to it add to their frameworks. Check the “Include in Catalog” checkbox to do so.

  4. Once you click “Save” on the pop-up, an Objective record as well as a Project Framework Objective junction
    record is will be created.

  5. If you’re creating an objective hierarchy, the Project Objective cannot be its own Parent Project ObjectiveFramework Objective cannot reference itself.

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Note: When a Framework is created after Framework Objectives already exist in the Project, the Framework Objectives end up being orphaned and are not visible in the table.


Add Framework Objectives from a Catalog

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  1. Navigate to the “Frameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Add Objective from Catalog” button.

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  2. Select the relevant Objective records and click on “Add Selected” to add them to your Project Framework.

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Copy Framework Objectives from Another Framework

Often organizations use the same (or similar) frameworks across their projects or initiatives. Instead of creating or adding the same Framework Objectives to the new Project Framework, Amp Impact allows users to simply clone a framework Framework from one project to another.

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Framework Objectives can only be cloned from another Project Framework if the ManageFrameworks Lightning Web Component is used. If you don’t have this option, you might be using the manageFrameworks Visualforce Page. Check with your System Administrator.

  1. Once again, you can navigate to the “Frameworks” tab located in your system’s Amp Impact Project tab. The naming could differ depending on the configuration in your system (for example, it could be called “Results Framework”, “Logframe”, “Logical Framework”, or something similar). Click on the “Copy From Another Framework ” button on the top right to launch the wizard for copying Framework Objectives.

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Admin Note:
The “Copy From Another Framework” button will be hidden if no framework exists on the project. To hide the button manually, you can select the “Hide Copy from Another Framework button” design attribute checkbox.

Select a Project and Framework to Copy Framework Objectives From

The “Copy From Another Framework” wizard will guide you through the process to select and copy Framework Objectives to your new Project Framework.

  1. Select the Amp Impact Project and Project Framework to copy Framework Objectives from.

    Image RemovedOnly those projects Image AddedOnce you’ve selected a project and framework
    1. You can only select Projects that have related frameworkFramework(s) or framework objectiveFramework Objective(s) are available for
      selection in the ‘Select “Select A Project’ type ahead Project” box. AdditionallySimilarly, only those frameworks that have
      related framework objective(s) are available for selection in the ‘Select A Framework’ type ahead box.

    2. To select a framework with linked objectives but no association to a project, leave the ‘Select A
      Project’ type ahead box empty and select the desired framework from the ‘Select a Framework’ type ahead box.

    3. To select a project with linked objectives but without any linked framework(s), leave the ‘Select A Framework’ type ahead box empty and select the desired project from the ‘Select A Project’ type
      ahead box.

Select the Appropriate Framework Objectives

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Admin Note:
To customize the columns displayed in the ‘Select Framework Objectives’ table, edit the fields in the ampi__SELECT_FRAMEWORK_OBJECTIVES_TO_COPY fieldset in the ampi__Objective__c object.

    1. Frameworks with related Framework Objectives will be available in the “Select A Framework” box.

    2. You don’t need to fill out both the “Select A Project” and “Select A Framework” boxes - you can only complete the relevant one to display the Framework Objectives you are looking for.

  1. Once you have selected a Project and/or Framework, click “Next” to see the list of objectivesFramework Objectives. Select the appropriate Framework Objectives by checking the relevant boxes.

  2. Some Framework Objectives might already have Project Indicators linked to

Framework Objectives: Please note that the ‘Copy
  1. them. In these cases, you can select the option to “Copy the Indicators related to the selected Objective(s)

’ is
  1. ?” over to your new Project as well. Conversely, this box will be deactivated if none of the

objectives
  1. Framework Objectives have any related

project indicators.
  1. However, if there are project indicators linked with the framework objectives, the user can select the checkbox as shown in the below screen and click on the ‘Next’ buttonProject Indicators.

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  2. The ‘Select Project Indicators’ screen will appear within the pop-up on clicking ‘Next’, displaying a

list of project indicators linked with the objectives selected in the previous screen.

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Admin Note:
To customize the columns displayed in the ‘Select Project Indicators’ table, edit the fields in the
ampi__SELECT_PROJECT_INDICATORS_TO_COPY fieldset in the ampi__Project_Indicator__c object.

  1. By clicking on the checkbox associated with each indicator, the user can select the project indicators to copy.

10. Clicking on ‘Save’ will successfully copy, both, the selected objectives and their linked project
indicators into the user’s current framework
For more information on Copying Framework Objectives, please refer to the Manage Frameworks User
Guide.

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Admin Note:
To customize the labels and help text values displayed on all the screens within the pop-up, edit the
relevant custom labels from the ‘Setup’ menu. Please refer to the Manage Frameworks User Guide
for the list of custom labels.

Manage Framework Objectives for a Single Framework

  1. After a logframe item has been created, users can edit or delete the item by clicking on the pencil
    icon or garbage icon respectively.

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  1. Deleting a project objective removes the record from the logical framework. If the deleted item had

any relationships (for example, to an Activity and/or Project Indicator), which are displayed on other
pages, those will also be deleted.

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  1. Clicking on the Pencil icon prompts the edit framework item popup to display. On this interface,

users can:

a. Add/modify/remove information about the logframe item
b. Deactivate the item. Choosing this action allows the user to remove the project objective
from the logical framework without deleting the record. A logframe item can be
deactivated by checking the field ampi__Deactivate__c.

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  1. Objectives can look up to other Objectives, which creates a hierarchy represented with nesting, i.e. a

parent Objective will be left-justified, and its immediate child Objectives will be indented once from
the left.

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  1. If you have selected to copy Project Indicators as well, the wizard will take you to the “Select Project Indicators” screen to select the relevant Project Indicators you’d like to clone.

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4. Click “Save” to create the Framework Objectives and Indicators for your Project.


Manage Framework Objectives in the Project Framework

Now that you have your Framework Objectives, you can modify or remove them as your Project progresses.

Modify Framework Objectives

  1. Click on the pencil icon to edit the Framework Objective.

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  2. This brings up a pop-up where you can add, modify, or remove information about the Framework Objective. The changes you make in this interface are only reflected on the Framework Objective - i.e. only for this Project. The details for this Objective in the Objective Catalog will not be affected.

Remove Framework Objectives

There are two ways to remove Framework Objectives:

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Delete a Framework Objective

This deletes the Framework Objective record as well as the relationships to other records like Project Indicators and Activities.

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Deactivate a Framework Objective

This keeps the Framework Objective record and its relationships but removes it from the Project Framework.

Delete a Framework Objective

  1. Click on the garbage icon to delete the Framework Objective.

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  2. Deleting a Framework Objective will delete it for the project (and keep the Objective record in the catalog). It will also delete any relationship records (e.g. the relationship between Project Indicator and Framework Objective) and not the other record (e.g. the Project Indicator will still be there - it will just not be related to a Framework Objective anymore.

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Deactivate a Framework Objective

Deactivating a Framework Objective removes the Framework Objective from the Project Framework without deleting the record.

  1. Click on the pencil icon next to the Framework Objective record to render the edit pop-up and check the “Deactivated?” checkbox.

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Other Framework Objective Gotchas

  • Framework Objectives can be related to other Objectives to create a hierarchy (and nesting).

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  • Framework Objectives are ordered alphabetically at their hierarchical level, i.e. all parent Objectives are


  • alphabetized, and their immediate child Objectives are alphabetized only within the parent


  • Objective.

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11. A chevron displays to the left of any Objective with at least one child Objective. On click of the
chevron, users can toggle the display of an Objective’s child Objectives by either collapsing orImage Removed13.
expanding those nodes.
12. If any of those child Objectives also have grandchild Objectives that are collapsed or expanded,
those states are preserved on collapse and re-expansion of the grandparent Objective.
  • At the top of the table next to the Framework Item column header, there is an action link

which
reads as either
  • to “Expand All” or “Collapse All”

. A user can click “Expand All” to view all Objectives,
including their child Objectives and grandchild Objectives, in the table
  • children and grandchildren Framework Objectives.

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14. A user can click “Collapse All” to hide all Objectives in the table except for the ones that do not
have a parent Objective (that is, the highest level of Objectives).Image Removed InfoAdmin Note:
The ‘Copy From Another Framework’ button will be hidden if no framework exists on the project. To
hide the button manually, you can select the ‘Hide Copy from Another Framework button’ design
attribute checkbox

Submit a Framework

To submit a Framework, click on the dropdown next to the refresh icon and click on “Submit for Approval”

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After submission a framework is locked for edits and users are not able to add, edit or delete any Framework Objectives. The “Status” is updated to “Submitted” and the “Locked/FrameworkLocked” field is set to TRUE. The following buttons will be disabled:

  1. “Add Objective from Catalog”

  2. “Add Custom Framework Objective”

  3. “Copy From Another Framework”

  4. “Submit for Approval”

The following icons next to framework objectives, will also be hidden:

  1. Edit Icon (Pencil)

  2. Delete Icon (Dustbin)

When a Framework is submitted and locked as a part of the “Submit and Lock” wizard, users will additionally see the text “(Locked)” added after the Framework Name on the picklist on ManageFraemwork LWC. Framework Objectives are also locked for edits even if they are not linked to a Framework. This wizard is available from Mira (v1.37) onwards.

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System Admin Note:

  1. When submitting and locking Manage Framework LWC via the “Submit and Lock Wizard”,:

    1. The “Status” field is not updated. Only the “Framework Locked” field is set to TRUE.

    2. When a Framework does not exist, the “Framework Locked” field on the “Project” object is set to TRUE

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System Admin Note: When the “Override Locked Framework” custom permission is assigned to a user they can make edits to the Framework Objectives even if they have been locked. Read more here .