Add a Project

You can create records to track projects you want to make available to interested sponsors. For example, you can enter general information such as the project name, location, and budget. The project is saved in your database and available to be matched with a sponsor.

When creating a project, you assign the project to a specific sponsorship group, such as “Fresh Water Wells,” or “New Schools.” This allows you to better match your sponsors’ needs and track your assignments.

  1. From the Sponsorships page, select Add a project. The Add a project screen appears.

  2. In the Project group field, select a sponsorship opportunity group. You create groups in Sponsorship Opportunity Groups under Configuration on the Sponsorship page. For more information about groups, refer to Sponsorship Opportunity Groups.

  3. Enter a Name and Description to help you identify this sponsorship opportunity.

  4. In the Location field, select a location for the project. If a location is associated with the Project group selected, this location defaults into the Location field and cannot be edited. You create Location options in Sponsorship Locations. For more information, refer toLocation Hierarchies.

  5. In the Designation field, you can select the fundraising designation you want to associate with this project.

    Designations represent donor intent and tracks how you intend to use the revenue associated with the designation. Designations can also be associated with campaigns to track performance toward a goal. You manage designations from one central location—the Designation Hierarchies page. From Fundraising, select Designation Hierarchies to view this page. For more information, refer to Designation Hierarchies.

  6. In the Category field, you can associate a category, created in Code Tables in Administration, with the project. Categories are user-defined and used to help you better define projects. For example, you may create categories used to define the length of a project - One month, Two months. For more information about code tables, refer to Code Tables.

  7. In the Amount field, enter the amount you need to raise for this project.

  8. In the Sponsors field, enter the number of sponsors allowed on this project.

  9. Select Save. The new project record appears.

    Note: If you configured projects to default to “Pending” when created, a Start date is not assigned to the project upon creation. The date is assigned when you activate the new project.