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New Projects

You can use projects to record transactions and track activity for grants, endowments, scholarships, programs, special events, investments, or other similar entities. Projects offer an extra level of detail, helping you to compare accounts, track budgets, and ensure you meet donor restrictions.

Under Metrics, New projects from Analysis, Dashboards, you can review the number of new projects added by specific users for a given time period. Use Added by to further filter your results by user. Review this metric periodically to examine which users are adding new projects, and how often.

The line chart presents the number of new projects added per month, based on the filters.

To view details for a specific metric, select its number in the chart. To drill into details for a specific month, select its date in the chart.

Tip: To open a project record for further analysis, select its metric in the chart, then select Project ID.