Projects

A Project is the operational unit where day-to-day implementation happens. It sits within a Program and is where your team logs activities, enters indicator data, tracks budgets, and generates reports.

Each project has:

• A specific budget, currency, start and end date
• A team of assigned staff
• One or more reporting periods
• Indicators with project-specific targets
• A log of activities and participants
• Assembled donor reports

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Viewing Projects

You can access projects in two ways:

1. Via Programs — Open a program → Projects tab → click a project
2. Via the sidebar — Click Projects in the left sidebar to see all projects across all programs in one list

📸 Figure 5.1 — All Projects List

The Projects list page showing a table of all projects across all programs. Each row shows project name, the parent program name, status badge, location, date range, budget utilization bar, and a progress chip showing the percentage of indicators on track. Filter dropdowns for Program and Status appear at the top. A "New Project" button is in the top-right.

File: user-manual/images/05-01-projects-list.png

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Creating a Project

Projects are created within a Program.

1. Open the Program where you want to add a project
2. Click the Projects tab
3. Click + New Project
4. Fill in the project details:

Field	Required	Description
Project Name	✅	Full project name
Project Code		Short identifier (e.g., WASH-RW-01) — used in reports
Budget	✅	Total project budget (number only)
Currency	✅	Select currency (USD, EUR, RWF, GBP, etc.)
Start Date	✅	Project start date
End Date	✅	Project end date
Location		Country or region
Lead Partner		Implementing partner organization name
Description		Full project description
Status	✅	Draft, Active, Completed, or Suspended

5. Click Create Project

📸 Figure 5.2 — New Project Form

The "Create Project" slide-over panel showing all project fields. The currency field is a dropdown with common currencies pre-populated. The Status field shows a segmented control with Draft, Active, Completed, and Suspended options. Create and Cancel buttons are at the bottom.

File: user-manual/images/05-02-new-project-form.png

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Project Detail Page

Click any project to open its full detail page. This is the command center for everything related to a single project.

📸 Figure 5.3 — Project Detail Page — Hero Section

The top section of the project detail page showing a large header with the project name, status badge, and program breadcrumb. Below the name are four stat cards in a row: Total Budget, Amount Spent, Remaining Budget, and Days Remaining. A horizontal progress bar below the cards shows the budget burn rate (spent vs. planned). Quick action buttons (Add Activity, Submit Data, Create Report) appear on the right side of the header.

File: user-manual/images/05-03-project-hero.png

Header Stats

The project header shows four key numbers at a glance:

Stat	What it means
Total Budget	The full approved budget for this project
Amount Spent	Sum of all actual spending recorded in budget lines
Remaining	Total Budget minus Amount Spent
Days Remaining	Calendar days until the project end date

The progress bar below these stats is color-coded:

• Green (< 60% spent) — healthy burn rate
• Amber (60–85% spent) — approaching budget limit
• Red (> 85% spent) — high burn rate, review needed

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Project Tabs

The project detail page is organized into five tabs:

Overview Tab

The project description, key information, lead partner, location, and a summary of linked donors.

📸 Figure 5.4 — Project Overview Tab

The Overview tab showing a description section on the left, and a sidebar on the right with key project details (Lead Partner, Location, Currency, Created date). Below the description, a "Key Contacts" section shows team member cards with names, roles, and email addresses.

File: user-manual/images/05-04-project-overview.png

Indicators Tab

Lists all indicators linked to this project, with their current values, targets, and progress scores. This is where you see at a glance how each indicator is performing.

Each indicator row shows:

• Indicator name and code
• Unit of measurement
• Latest reported value
• Period target
• Progress score with traffic-light badge
• Last submission date

From this tab you can:

• Link a new indicator to this project using the + Add Indicator button
• Set or update targets for each indicator
• Click any indicator to see its full history of submitted values

📸 Figure 5.5 — Project Indicators Tab

The Indicators tab showing a table with columns for Indicator Code, Indicator Name, Unit, Latest Value, Target, Progress (as a colored badge), and a "Submit Data" action button on each row. A green "Add Indicator" button appears at the top-right. Indicators are grouped by their result framework Output node.

File: user-manual/images/05-05-project-indicators.png

Activities Tab

Shows a chronological log of all activities registered against this project. Each activity is linked to a specific Output in the results framework.

Reports Tab

Lists all assembled reports for this project. From here you can create new reports, open existing ones, share them, or download them as PDF.

Budget Tab

Shows all budget lines for this project with planned vs. actual spending. This is where you manage the project's financial tracking.

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Setting Up Reporting Periods

Reporting periods define when data collection happens for this project. You must set up periods before reporters can submit data.

1. Open the project → click the three-dot menu (⋯) → Manage Reporting Periods
2. Click + Add Period
3. Enter the period label (e.g., Q1 2026), start date, and end date
4. Optionally set a due date for submissions
5. Click Save
6. Repeat for each period in your project cycle

📸 Figure 5.6 — Reporting Periods Management

The Reporting Periods management page showing a table of periods for a project. Each row shows the period label, date range, due date, submission count, and a "Lock" toggle. A locked period shows a padlock icon and greyed-out row. An "+ Add Period" button appears at the top-right.

File: user-manual/images/05-06-reporting-periods.png

TIP

Create all your reporting periods at the start of the project — typically quarterly or annually. This allows reporters to know which periods they need to submit data for, and allows M&E officers to plan their review calendar.

Locking a Period

Once all data for a period has been reviewed and approved, lock it to prevent further changes:

1. Find the period in the Reporting Periods table
2. Toggle the Locked switch to ON
3. Confirm in the dialog that appears

Locked periods appear with a padlock icon. Reporters will see a message that the period is closed if they try to submit.

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Linking Indicators to a Project

Indicators are defined at the organization level and then linked to specific projects with project-specific targets.

1. Open the project → Indicators tab
2. Click + Add Indicator
3. Search for and select the indicator from your org's indicator library
4. Set the target value for this project and any other project-specific settings
5. Click Link Indicator

If the indicator you need doesn't exist yet, create it first in the Indicators section of the sidebar, then come back to link it.

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Editing Project Details

1. Open the project detail page
2. Click Edit Project (top-right, or in the three-dot menu)
3. Update the fields you want to change
4. Click Save Changes

Changes take effect immediately and are reflected in all dashboards and reports.