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