Project Setup & Modifications

This page covers:

Related pages:

• Amp Impact Projects: Create & Manage Project Records

• Project Setup Wizard

• 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

• Organization Roles: Create & Manage Organization Roles

• Project Roles: Create & Manage Project Roles

• Modifications: Track Proposed or Confirmed Changes to a Project

• Project Setup: Key Relationships

• Project Setup: Customization Options

• Set Up Project Setup Wizard

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 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.

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:

1. Reporting Periods

2. Geographic Areas

3. Thematic Areas

4. Frameworks

5. Implementation Plans

6. Budgets

Here is a detailed page with step-by-step instructions for using the Project Setup Wizard.