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How to Create a Project?
How to Create a Project?

Creating a project is the first step in getting started in analyzing your data

Glaiza Veluz avatar
Written by Glaiza Veluz
Updated over a month ago

Creating a project is essential to conduct analysis of your data in ImpactMapper. Creating a project involves different elements which will be explained in the following sections:

Click the images to enlarge

Making your first project in ImpactMapper

If you have just made your ImpactMapper account, you will be directed to the home page as seen in the screenshot below. Click 'Create Project.'

Adding a New Project

When you already have existing projects in ImpactMapper, you can add a new one by clicking the downward arrow on the left menu.

A box prompts after clicking the downward arrow which provides various ways to add a new project.

  1. You can click 'All Projects' which will display all projects you have created. Click the teal button 'Create Project.'

2. Or you can simply click 'Create'in the box.

Types of Projects

Whether you are creating your first project or just adding a new one, you will be prompted to select between two types of projects: Grant-Based project or a Standalone Project.

  • A 'grants-based project' is a project where you want to pull in grant data and include the demographic data for instant analysis.

  • A 'standalone project' is used when there is no demographic data for a grant or project that you want to analyze. Standalone projects are great to use for general surveys to different stakeholders, staff, or community members, or analysis of evaluation, research, or interviews or focus groups for example.

Creating a Grant-Based Project

Once you select Grant-Based project, enter the project name. You can also enter a project description, although this is optional. Click the 'Create' button once the project name is entered.

Clicking the 'Create' button will direct you to the 'Project Data' page. The first menu is 'Grants' and this is where you select the grant data you will analyze for the project you created. Note that this is a very important step, as, without adding grants or partners, you will not be able to start any analysis!

To select the grant data you want to analyze, you can click either the circle or plus sign on the page, and then press the 'Update' button at the lower right corner of the screen.

If you want to add all your grants data in one click, just check the box in the second column, click 'Add Selected' and then 'Update'.

NOTE: The Grants data displayed via Projects Data [Grants page] came from the grants data you imported before you created your grant-based project. To know more about importing grants data in ImpactMapper, click here.

After selecting the grants data you will need for the analysis, you will be directed to the 'Summary' page, which shows a visual map of your grants and grantees or projects and partners. In our example, you can see the earlier image that I selected six grants for the project I created which are visualized in the map below:

From here, I can create charts around the six grants I added for my newly created grant-based project.

Upload reports and link them to the grant and grantee data I added for tagging.

Or create a survey where representatives from the grant recipient organizations are respondents.

Creating a Standalone project

Click ‘Create Standalone Project’ and enter the appropriate project name.

Once the stand-alone project has been created, you will be directed to the 'Summary' page where you can click the plus icon to start projects analyzing Reports, Charts, Tags, or Surveys.

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