This page covers:
🔎 Project Geographic Areas
Organizations can select GAs related to their Project by creating Project Geographic Areas (PGA). This is helpful for organizations working on a variety of projects in different regions.
Linking a Geographic Area to a Project means that only the relevant Geographic Areas show up for that Project’s Indicators.
A Project Geographic Area is a junction between a Project and a Geographic Area.
The Set Targets and Add Results pages will not work if you do not create at least one PGA.
📝 Create Project Geographic Areas
To create a Project Geographic Area, click on the New button from the Geographic Areas related list on the Project record.
If multi-language functionality is set up, the translated value for the Geographic Area lookup dynamically displays the translated Name (ampi__Name_Translated__c) according to the User’s language setting.
Specify which Geographic Area you want to link to this project, then click Save And New to link another, or just Save to finish creating PGAs.
A Project Geographic Area record can be deactivated by editing a Project Geographic Area record and unchecking the Active checkbox. Once a Project Geographic Area is marked as deactivated, targets and results are not tracked for that Geographic Area anymore. Please note that existing targets and results records are preserved and can be accessed by navigating to the related tab on the Project Indicator record or directly from the Result object tab.
Reporting periods represent time periods during a project. The object is commonly used to manage grant reports or progress reports (including narrative, results, financials, and files).