Amp Impact Schema (with Object Descriptions)

Activity (ampi__Activity__c)

An Activity is a set task performed under an Implementation Plan. The Activity record contains all the details of the activity, including start and dates and percent completion.

Activities can be nested under each other in a parent-child hierarchy. They can also be linked to specific Project Objectives, Project Indicators, and Financial line items within the Project.

"Recruit volunteers" is an Activity due to be completed in Year 1 of a Project.

Milestones, Deliverables, Planning Elements, Actions

Activity Dependency (ampi__xx_Activity_Dependency__c)

Captures when one Activity must start or finish before another can begin, shown as a connecting line on a Gantt chart.

"Create teacher training curriculum" must finish before "Carry out teacher training" can start.

Allocation (ampi__Allocation__c)

The Allocation object can be used to record commitments of monetary resources to a project from different Accounts/Organizations, Funds, or Opportunities.

A Project can have one or more Allocations. A Project with only one funder, might have just one Allocation, whereas a Project funded by multiple sources would have many.

A project is funded by three organisations, each committing a different amount, recorded as three separate Allocations.

Commitments

Application Review (ampgm__xx_Application_Review__c)

Holds an individual reviewer's assessment of a Concept Note or full Application.

A Finance Manager is assigned to review a submitted Concept Note and records her assessment.

Assignment (ampi__xx_Assignment__c)

Assignment object links Positions or Roles to Activities, essentially showing the Positions/Roles that are necessary to successfully implement the Activity. Includes fields to track the estimated cost and effort required for the assignment.

The "Water Resources Specialist" Position is assigned to the Activity "Conduct well water quality assessment" through an Assignment record, and estimated effort for this assignment is set at 30%.

Budget (ampi__Budget__c)

The Budget object holds planned and actual expenditure (and/or revenue) by grouping together Financial records (aka Budget Lines).

Users can see the total planned and actual amounts on the Budget record as well as the related Financials. A Grant/Project/Program can have multiple Budgets, for instance one per partner, one per geography, or one per period.

The Education For All project has one Budget record that contains all the project's planned Budget Lines and actual expenditure. Before the project started, the budget was approved by the Country Director and Finance Director.

Forecast

Call for Proposals (ampgm__xx_Call_for_Proposals__c)

Represents a funding round/opportunity that grantee organisations can apply to.

An open call for hygiene promotion project proposals, running for the month of October, with a $5m budget to award.

Call for Proposals Thematic Area (ampgm__xx_Call_For_Proposals_Thematic_Area__c)

Links a Call for Proposals to the Thematic Area(s) it covers, which then automatically tag any resulting applications.

A climate-focused funding call is tagged with the "Climate Action" and "Energy" themes.

Concept Note (ampgm__xx_Concept_Note__c)

 A short initial submission from an applicant, used in a two-stage application process before a full Application is created.

An organisation submits a short Concept Note in response to a funding call, which - if approved - becomes a full Application.

Contact (Contact)

This Salesforce Object can be used to store details about individuals associated with Organizations (Accounts) in Amp Impact. Contacts may be internal staff, partner staff, donors, consultants, or other stakeholders involved in projects.

A Contact record is created for "Jane Smith," who works at "Nairobi Teachers' Association." She is linked to the Education for All project as an Implementing Partner Representative and is assigned responsibility for submitting quarterly results.

Disaggregation Group (ampi__Disaggregation_Group__c)

Disaggregation groups allow users to define common ways that Indicators can be broken down into relevant smaller sets for more granular management and reporting.

Age Group is a Disaggregation Group used by many different Indicators. It has 3 Disaggregation Values.

Indicator Component Group

Disaggregation Value (ampi__Disaggregation_Value__c)

The specific options/values within a Disaggregation Group, used to record and report results at a granular level.

"18-30 years", "31-60 years", and "60+ years" are the values within the "Age Group" group.

Disaggregated Indicator (ampi__Disaggregated_Indicator__c)

Connects an Indicator to the Disaggregation Group(s) it uses, created automatically when a group is selected on the indicator.

"# of beneficiaries served" is connected to the "Age Group" disaggregation.

Disaggregated Project Indicator (ampi__Disaggregated_Project_Indicator__c)

The same as Disaggregated Indicator, but at the project-specific level, since a project may disaggregate an indicator differently.

One project's "# of beneficiaries served" indicator is disaggregated by Age Group specifically for that project.

Disbursement (ampi__Disbursement__c)

Disbursements are payments that have been made or scheduled to be made. Disbursements can either be inbound (i.e. received) or outbound (i.e. sent).

They are sometimes tied to Grant or Progress Reports and could be connected to specific milestones if needed.

They will sometimes undergo an approval process and often be used in integrations with ERP systems (eg schedule and approve Disbursements in Amp, make payment via ERP and have that data flow back to Amp).

The Education For All project has four scheduled Disbursements, including an initial payment of $50,000 and three subsequent payments tied to completion and approval of quarterly progress reports.

Payment, Tranche

Financial (ampi__Financial__c)

Financials serve as Budget Lines and Expenditure Lines which can be high-level (e.g. $300k on Salaries in Q1) or very detailed (eg $5k on Martha's January).

The Financial object is child to the Budget object and the Reporting Period Object (both are required) and has an optional lookup to Activity for organization's looking to do Activity-based budgeting.

The Education For All project's budget has 10 Budget Lines stored on the Financial object. Each is categorized (eg Personnel) and sub-categorized (eg Benefits). Expenditure records are loaded into the Financial object monthly from the Accounting system, so that program staff can see Budget vs Actual for their projects.

Budget Line, Forecast Line

Framework (ampi__xx_Framework__c)

The overall logic model (also called a Logframe or Theory of Change) for a project, which groups together its Objectives in a hierarchy.

A funder's "Gender Equity Framework" sets out the Goals, Outcomes, and Outputs a project must work towards.

Logframe, Logic Model, Theory of Change

Framework Objective (ampi__Objective__c)

A specific Impact, Outcome, or Output statement (something a Project aims to achieve) that belongs to one project's Framework.

Framework Objectives have a parent-child hierarchy, allowing users to group Outputs under Outcomes under Strategic Priorities.

The Education For All project has three outcomes: Improve adolescent literacy, Improve adolescent numeracy, and Improve adolescent social-emotional learning. Each of these are Framework objectives within the Project and each have Project Indicators connected to them.

Result, Result Statement, Outcome, Output, Goal, Strategic Priority (in the context of a Project, Grant, or Program)

Fund (ampi__xx_Fund__c)

A pool of money defined by donor, programme, or funding source, used to track how much is available, allocated, and spent.

A "2022 WASH Initiatives" Fund tracks money committed and paid out across several grants.

Geographic Area (ampi__Geographical_Area__c)

A list of geographies (regions, countries, states, districts, or villages) that projects can be linked to, in order to indicate where the project is being implemented. Geographic areas can also have a parent-child hierarchy.

A Country record for "Kenya" and a State/Province record for "Southern Province" each of which projects can be tagged with.

Area, Location

Good/Service (ampi__xx_Good_Service__c)

Stores a catalog of goods and services that can be requested, planned, or tracked for Activities. Each Good/Service can have an expected cost, preferred procurement method, and other details.

Goods: Laptops, Mobile phones, Cars
Services: Evaluations, Office cleaning

Impact Story (ampi__xx_Story__c)

Captures qualitative stories, case studies, or lessons learned for a project, often including photos or videos.

A story about a woman's entrepreneurship journey after joining a microfinance project.

Implementation Plan (ampi__Implementation_Plan__c)

A detailed work plan for a project (or part of it), usually corresponding to a specific time period or category of activities for the project under which specific Activities are created.

Implementation Plans can also be created for Frameworks.

The Education for All project is a 4-year project has one Implementation Plan per year, each containing that year's Activities.

Work Plan

Indicator (ampi__Indicator__c)

The Indicator object in Amp Impact is used to define and manage standardized Catalog Indicators within the system.

Multiple Project Indicators can be created via one Catalog Indicator, allowing for reusability of configuration.

The "# of beneficiaries served" Indicator is created, which can then be used to create multiple Project Indicators.

Catalog/Global Indicator, Metric, KPI

Indicator Thematic Area (ampi__Indicator_Thematic_Area__c)

Links an Indicator to a Thematic Area, and can mark the indicator as automatically required whenever that theme is added to a project.

An indicator for climate-related emissions is linked to the "Climate Action" theme.

Modification (ampi__Modification__c)

Tracks a formal change request or amendment to a project, such as extending the timeline or reallocating budget.

A grantee requests a no-cost extension to finish planned activities.

Objective (ampi__Catalog_Objective__c)

A reusable, catalogued statement of an Impact, Outcome, or Output that can be added to any project's logic model or framework.

"Improve living standards of women" is a standard Outcome statement kept in the catalogue for reuse across projects.

Organization (Account)

Organization/Account object refers to the basic details of the organization(s) one is working with. (Typical fields: Contact details, Account owner, Address, website etc). An organization is typically linked to multiple contacts and multiple projects.

An Non Profit Organisation, Grant maker, Government Organisation, Educational institutions, Social Enterprises, etc can be an example of Organisations in Amp Impact.

Account

Organization Role (ampi__Organization_Role__c)

Organization role is a junction object between the Account (Organization) and Project objects

Records which organisations (Accounts) are or were involved with a Project, and in what capacity.

An Organization Role record is created for the Education for All project for an Organization called "Nairobi Teachers' Association" to show that they are an Implementing Partner on the project.

Partner Organzation, Donor, Institution Role

Position (ampi__xx_Position__c)

The Position object is used to track the job positions available (or required) to successfully implement projects.

Users can enter the description, qualifications, start date, and cost details for each Position.

A "Water Resources Specialist" Position is created and filled to support a project in El Salvador. When a staff member is hired for this Position the Position will be linked to the Staff member's Contact record.

Post, Resource

Procurement Requirement (ampi__xx_Procurement_Requirement__c)

Junction object used to link Goods/Services with Activities, essentially showing the goods or services required to successfully implement project Activities. Includes fields to track the quantity required, due date, etc.

"Digital Thermometer" is a Good/Service that is affiliated to the Activity "Conduct well water quality assesment" through a Procurement Request record.

Activity Goods/Services

Project (ampi__Project__c)

The Project object holds the high-level details of a Project or a Programme. This object is the “glue” that holds together most other Amp Impact data.

The Project Object often has record types configured on it for example Programs, Proposals and Projects.

An international education NGO has a portfolio-level program called "Education for All" implemented in 13 countries.

A field office for the education NGO in Tanzania runs a project called "Education for All- Tanzania."

Program(me), Grant, Investment

Project Geographic Area (ampi__Project_Geographic_Area__c)

Links a specific Project to the Geographic Area(s) where it is actually being implemented, at the level needed for setting targets and reporting results.

The "Education for All" project links to 6 country records because it reports results at the country level.

Project Indicators (ampi__Project_Indicator__c)

The Project Indicator is a specific Indicator linked to a Project. It allows for tailoring an Indicator to a particular project, for example, if it's reporting or target frequency is different.

The "# of beneficiaries served" has 12 Project Indicator records for the 12 projects that use it to track progress.

Project Metric, Project KPI

Project Indicator Geographic Area (ampi__Project_Indicator_Geographic_Area__c)

Automatically links a project's indicators to the specific geographic areas where they are being tracked.

An indicator on the "One for Change" project is tracked separately in Uganda and Kenya.

Project Indicator Objective (ampi__Project_Indicator_Objective__c)

Connects a specific indicator being tracked on a project to the Framework Objective (e.g. Outcome or Output) it measures progress against.

The indicator "# of women trained" is linked to the Outcome "Improve living standards of women".

Project Indicator Reporting Period (ampi__Project_Indicator_Reporting_Period__c)

Links a project's indicators to the Reporting Periods they are tracked in, and controls whether targets, results, or both are expected for that period.

An indicator is set up to be tracked every quarter across four Reporting Period records.

Project Indicator Thematic Area (ampi__Project_Indicator_Thematic_Area__c)

 Links a project-specific indicator to the Thematic Area(s) it relates to.

The indicator tracked on the "One for Change" project is tagged to the "Climate Action" theme.

Project Role (ampi__Project_Role__c)

Project role is a junction object between the Contact and Project objects.

This records which people (Contacts) are or were involved with a Project and in what capacity.

A Project Role record is created for the Contact Jane Smith on the Education for All project to show that she is the current Project Manager.

Grant Role, Investment Role

Project Thematic Area (ampi__Project_Thematic_Area__c)

Links a Project to the Thematic Area(s) it belongs to.

The "Education for All" project is linked to both the "Education" and "Gender Equality" themes.

Question (ampi__Question__c)

An individual question (and its answer) within a Submission form, which can be text, a picklist, a number, a date, etc.

"Organisation Name" (text) and "Project Start Date" (date) are both Questions on a proposal form.

Reporting Periods (ampi__Reporting_Period__c)

Reporting periods represent time periods during a project ((e.g. a quarter, year, or the whole project).

The object is commonly used for tracking targets, results, and finances.

The “One for Change” project has 3 annual reporting periods (2019, 2020, 2021) and a Life of Project reporting period.

Period, Report, Grant Report, Progress Report, Time Period

Result (ampi__Result__c)

Stores the Actual Results achieved, the Targets and the Baselines set for an indicator, in a specific geography and time period.

For an organization working to vaccinate young children, The number of vaccine doses delivered in India in January is stored as a Result record, broken down by sex and location.

Actual, Target, Milestone

Risk (ampi__Risk__c)

A Risk can be an issue that may disrupt a project or activity, or an incident/issue that has already occurred. The Risk record holds details such as the category, level, and mitigation strategy for the risk.

Examples of risks: Election Protest, Climate Change, Staff Turnover, Economic Recession

Issues, Incidents, Events

Risk Action (ampi__xx_Risk_Action__c)

Object to store details of mitigation actions for potential risks or response actions for risks that have occured. Risk Actions can be assigned to Contacts.

One of Educations for All Tanzania's identified risks is Election Protest. An associated Risk Action describes a mitigation plan that will take effect if this risk occurs.

Risk Treatments, Risk Mitigation Measures

Risk Assessment (ampi__Risk_Assessment__c)

Records a periodic review of the Risks in a Risk Register, to check which are still relevant and what needs attention.

A project reviews its Risk Register once a year to update risk levels and mitigation plans.

Risk Cause (ampi__xx_Risk_Cause__c)

This object is used to capture details about potential or actual causes for risks.

A Risk Cause for the "Election Protest" risk could be "Opposing party loses election".

Risk Register (ampi__Risk_Register__c)

Groups related Risks together, usually for a specific project or for the organisation as a whole.

A project has a country-specific Risk Register plus the organisation keeps a separate operational Risk Register.

Risk Relationship (ampi__xx_Risk_Relationship__c)

Junction object that allows Risks to be affiliated with each other in a many-to-many relationship. Also allows a many-to-many relationship between Risks and Activitiies or Risks and Framework Objectives.

For the Education for All project, there is a Risk Relationship between the "Economic Recession" risk and the "Election Protest" risk where Economic Recession is identified as a contributing factor to Election Protest.

Role (ampi__xx_Role__c)

The Role object stores details about types of responsibilities or jobs (Roles) and the costs associated with these roles.

An HR Admin for Hello Hygiene creates a Role for "Water Resources Specialist" that can be used as a basis for creating Positions for many projects across different locations.

Section (ampi__Section__c)

Groups related questions together within a Submission form.

A proposal form has sections called "Applicant Information", "Project Details", and "Proposed Budget".

Submission (ampi__Submission__c)

A custom form - either a blank template or a completed response - that can be attached to almost any record.

A funding application form that applicants fill out, creating a Response record for the grants team to review.

Form, Application Form

Thematic Areas (ampi__Thematic_Area__c)

A list of sectors, themes, or strategic priorities an organisation works in, used to categorise projects and indicators. Thematic Areas can also be nested in a parent-child hierarchy.

It is also possible to define different types of Thematic Areas (for example, Sectors and Strategies) using the “Type” field on the object.

An international NGO categorizes its work into 5 sectors: Education, Health, Water and Sanitation, Youth Development, and Humanitarian Response.

The organization also has three cross-cutting global themes: Gender Equality, Sustainability, and Capacity Building.

Themes, Sectors, Strategies, Outcome Areas, Strategic Initiatives

User (User)

This Salesforce object can be used to represent an individual with login access to Amp Impact. A User record controls authentication and determines what data and functionality a person can access within the system through Profiles and Permission Sets.

Jane Smith is given a User record that allows her to log into Amp Impact. Her assigned profile permits her to enter Indicator results for her projects but does not allow her to approve or edit Budgets.