In Vision2, projects are used to raise funds for a specific effort. For example: Habitat for Humanity. You have the option to add project location information, project coordinator information, and a link to the project URL.

Create your project

  • Login to the V2 admin portal and navigate to: Finance > Designations >Projects
  • Click the Add a new Project button
  • In the Project Name text box, type the name of the project. Please note: if you add the project to your promotion list, this name will be visible on your Giving Opportunities web page
  • In the Project Status drop-down list, select the status of the project
  • In the Short Description text box, provide a sentence or two to help your donors understand the intent of the project. Please note: if you add the project to your promotion list, this description will be visible on your Giving Opportunities web page
  • In the Long Description text box, provide a paragraph or two detailing the project. Please note: if the project is available on your promotion list, your donors will see this information when they click the Learn More link on your Giving Opportunities web page
  • Leave the Giving Basket Category Name text box empty (this functionality is no longer used)
  • In the Designation Code text box, provide a unique, short code to be used internally for offline gift entry
  •  In the Account Segment text box, provide your general ledger code
  • In the Designation Giving Goal text box, type the fundraising goal for the project. Please note: this is not a required field
  • In the Contact Email Address text box, enter the email address for the project coordinator
  • Under the Media section, click the Change Photo button under the Web Photo item. Please note: This photo will be visible on the Giving Opportunities webpage and the Designation Details webpage

If the image has not been uploaded to your library:
Click the Upload tab
Search for and select the image you need
Click the Save button

If the image has been uploaded to your library:
On the Library tab, click the image you wish to use and then click the Use Selected Photo button

  • In the Locations section, click the Add Location button if you wish to provide your donors with the project location information. Please note: this section is not required
  • Under the Duration section, enter the Start Date of the project
  • Under the Duration section, enter the End Date of the project, if applicable. Please note: this is not a required field
  • If your project has a separate webpage, you can include the link by clicking the Add URL + button
  • Under the Fund Restriction section, in the Fund search box, search for and select the fund to be associated with this project
  • Click Save & I’m Done
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