Projects
Projects are overall categories for the “work done” side of Charitylog. When you record information about work done, it will ultimately be categorised by one (and only one) Project. Some examples are:
- When you use the Contact Management part of Crossdata, you record Contacts. These Contacts sit within a Referral, and that Referral will be categorised under a Project.
- When you record work done using the Support Worker module, it’s all about Support Work Jobs. These Jobs result from a Support Plan, which sits within a Referral for the beneficiary of the work. That Referral is categorised under a Project.
- When you record attendances at Clubs and Clinics, these Attendances are at a particular Club/Clinic. Each Club/Clinic is categorised under a Project.
Because all the data about work done is categorised by Project, this means that Projects are used throughout the system as filters on reports and so on. Most reports or searches offer Date Range and Project as their main filters, and then offer other more specific filters as necessary.
Note that there are some elements within the system which are not categorised by Project - the most obvious one being Organisations and People. Organisations and People exist independently of Projects. An Organisation/Person can have any number of Referrals, and therefore they may be involved with several Projects, but Organisations and People are not categorised by a Project in the same way as Contacts, Attendances and so on.
Rob Kay - manual author (talk) 14:02, 29 August 2017 (BST)
