Editing Project Goals

The Project Goal Progress viewport compares the gifts collected against a defined dollar-amount goal for the project. To set a goal, click the Edit Project Goals link near the top of the page. (If you don't see that link, you may not have permissions to edit goals. Contact your System Administrator in that case, who can give you access.)

To edit the goal on a single project, click the Edit link in the Actions column for the project. From there you'll be able to define a new goal for that one project.

Clicking the blue Edit Multiple Goals button allows you to set the goal for more than one project, by uploading a list of goals to FPM. To use this feature:

  1. Click the blue Generate File button. This will download a .CSV template for you to use. The file generated will contain only the projects currently displayed.

  2. Open the file with Excel or a similar tool.

  3. Add the goals to the CSV file and hit save within Excel.

  4. In FPM, click the Import Goals button and upload the file.

After uploading, the feature will verify that your data is in the correct format and then apply your new goals to the appropriate projects.

There are four filters you can use to refine the list of projects displayed when setting goals:

  1. Goals Status: filters projects based on if they have a goal set currently.

  2. Gifts Received: filters projects based on if they have received gifts of any type. The next two filters only display if the previous filter is set to "Only projects with gifts"

  3. Campaign: Selecting a campaign will only show projects with gifts that fall within that campaign's criteria. Choosing more than one campaign shows results for all campaigns selected. Disabling the filter (or choosing no campaigns) will ignore this filter in the results.

  4. School/Unit: Selecting a school/unit will only show projects with gifts designated to that school/unit. Choosing more than one school/unit shows results for all values selected. To see all projects regardless of school/unit, choose all values (including the No School/Unit option at the bottom of the list).