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The Project Reporting dashboard, located in the Advancement layer, provides a detailed perspective of projects within your organization's capital campaign. It reports on both gifts and proposals associated with the projects selected.
Campaign Project Dropdown
To start, choose a project from the Campaign Project dropdown at the top of the page. Each of the viewports below will only show gifts or proposals that are directly associated with the selected projects.
The list of projects displayed in that dropdown come from the list of projects sent to FPM via your nightly files. If you see an issue with those projects, contact your system administrator.
Measurement Dropdown
Located at the top of the page within the dashboard, the Measurement dropdown allows you to switch the measurement between Cash, Commitment, and Pledge. The Cash measurement includes all gifts and pledge payments and is useful for assessing what your fundraising efforts are bringing in the door. The Commitment measurement includes all gifts and pledges and is useful in assessing the long-term value of your fundraising efforts. The Pledge measurement includes only pledges. When you switch the measurement, all of the Viewports on the page will reload based on that measurement.
Date Range Filter
Located at the top of the page within the dashboard, you will find a drop down called Date Range. Unlike other areas of FPM, the Project Reporting dashboard allows you to choose any range of dates to report on. All of the viewports on the page will update to only return data within the dates selected.
You can either choose a predetermined range from the Date Range dropdown, or set a custom range by using the Start Date and End Date filters.
Primary Relationship Type Filter
The Primary Relationship Type drop-down can be found at the top of the dashboard. This drop-down allows you see results only from the entities associated with the Primary Relationship Types selected in the filter. Primary Relationship Type is provided by your institution in the nightly feed. Some entities may have multiple relationship types (e.g. “Parent” and “Alumna”), but your institution chooses one Primary Relationship Type for each entity. The “No Relationship Type” option at the end of the list includes donors where no Primary Relationship Type was provided.
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.)
Editing Single Goals
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.
Please review the following sections for more information on the Viewports in this tab:
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