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Project Geographic Areas Overview
The Project Geographic Area object captures the geographic units (regions, countries, etc.) where a project is being implemented for the purpose of using Amp Impact's indicators, Set Targets, and Add Results functionality. When a Project is related with an existing Geographic Area record from the catalog, the user essentially creates Project Geographic Area (PGA) records by default.
Project Geographic Areas only need to be created at the level for which targets and results need to be entered. For example, if a project works in 6 countries across 2 regions but targets/results are entered at the country level only, the Project Geographic Area records need to be created only for the countries.
The Set Targets and Add Results pages will not work if you do not create at least one Project Geographic Area.
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.
Geographic Areas that are a part of the catalog will be displayed in the dropdown. 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. 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.