What are Projects?

Projects are like individual filing cabinets for information about your initiatives. Into them you can add Businesses, People, Activities and Tasks. Each project has a title, description, start date, end date, and a progress (%) bar.

You can access Projects via a new tab in Directory. Once loaded, just click the blue “New” button to create your first Project.

A good example of using Projects would be:

How can I can I view who participated in last year’s “Restaurant Week”, what Activities were involved, and what value it generated?
By creating the Project for Restaurant week 2019 you can start to gain a better understanding of what Businesses took part and what Activities relating to Restaurant Week were carried out. 

How do I get started?

  1. Create a new Project
  2. Give it a title
  3. Add a description if needed
  4. You can enter the % progress of the Project via the progress bar
  5. Enter the start date and end date if there is one
  6. You can start to build up the relationships by adding the relevant records to the Project, such as the Businesses that are involved within the Project.

Please see this video below that shows us how we can create a Project, associate several records including Businesses, People, Activities and Tasks to it.
It also shows how you can create an Activity and add the project to the Activity.

Another example would be an event that was taking place over several weeks, such as Fringe Fest. By adding the Festival in as a Project you can see a clear picture of what different Activities took place within this Project. 

Reports

This lead us into reports, Projects will continue to evolve over the coming weeks, as we get feedback from users. Presently, we’re working on a Project Report that will provide an easy way to provide stakeholders with updates. 

Why not just use Tags in this scenario?

You may well be asking yourself, “why wouldn’t I just use Tags to group things into projects?”, and it’s a good question. Tags are a great way to group records together in Solomon but creating them for time-limited projects isn’t ideal. Over the long-term you may find yourself with a large number of Tags that have passed their “use by”, and users may find themselves confused by choice. For example, it’s not ideal to have individual Tags for “Restaurant Week 2019”, “Restaurant Week 2020”, and so on. 

Tags are best for long-lasting categorisations (business plan themes, membership schemes etc.) Projects are best for time-limited categorisations (events, campaigns etc.)



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