Project Setup & Modifications
This page covers:
Related pages:
Reporting Periods: Create & Assign Reporting Periods for your Project
Project Geographic Areas: Assign Geographic Areas to your Project
Project Thematic Areas: Assign Thematic Areas to your Project
Modifications: Track Proposed or Confirmed Changes to a Project
Amp Impact Projects
The Project object is the “glue” that holds together most other data in Amp Impact. Often this is renamed to Program, Grant, Investee, or Investment, depending on what organizations need to track. Essentially, it holds the high-level details of an organization’s initiatives - a set of activities performed to achieve certain objectives.
Project Setup & Modifications Feature Demo Video
Project Setup Structure
When setting up a project in Amp Impact, there are a number of related records that need to be set up. Click into any of these blocks to learn more details about how to set up and manage records for an Amp Impact Project.
All of these related records can be created one by one from the Project record. However, we recommend using the Project Setup Wizard to set up the essential related records when creating a Project record.
This is where you will enter the basic (more static) details about a project, like the start and end date.
Create Projects Using the Project Setup Wizard
The Project Setup Wizard is a powerful tool that guides users through the process of setting up the Project record and the relevant related records. The principle is this: The wizard enables users to set up the backbone of Amp Impact Projects in one go by navigating through a set of screens. There is typically still additional data entry and setup work once all the high-level records are created but the core of the Project record will be ready which makes it easier for users to consider all the related records when creating a Project for the first time.
Currently, the wizard can be used to create or add the following related records:
Geographic Areas
Thematic Areas
Reporting Periods
Implementation Plans
Budgets
Here is a detailed page with step-by-step instructions for using the Project Setup Wizard.