Knowledge Base / 📋 Projects

📋 Projects

đź’ˇ Introduction

The platform empowers users to showcase innovation or research projects, facilitating knowledge exchange and community collaboration. Users have the flexibility to publish both completed and ongoing projects.

Within each project profile, users can provide a concise overview of the problem addressed, their approach, outcomes, and project budget and duration. Additionally, users can link collaborating partners to the project profile, inviting them to join the network. Through the Requests module, users can actively search for and be matched with compatible project partners, fostering meaningful collaborations.

👩🏻‍💻 Usage

Create a Project

  • Navigate to the Project database and locate "My Projects" in the top right corner. Click “+ Entry”.
  • You'll be prompted to choose a Project Type. Note that Types will only appear if the admin has created additional project Types.
  • Provide necessary details such as image, title, description, and category for the project. Click “Save” to proceed.
  • Elaborate on the Problem addressed by the Project, its Objectives and Approach, and the Key Results and Values achieved.
  • Optionally, input additional details such as start and end dates, financials, and project budget.
  • Add collaborating partners by selecting “+ Partner”.
  • Optionally, link News articles from your organization to this project.
  • Once all information is entered, click “Save” to finalize the Project entry.
    • If you are unable to see some of the sections mentioned above, the platform administrator has likely disabled them for this type of project. Please contact your platform administrator for more information.

    🎨 Individualization Options

    Project Database

    Like Offers, Requests, and News, you can configure a database, create specific types, and assign labels for Projects. Initially, we will define individual types within the default Projects database. However, you also have the flexibility to create a new database for your Projects, following the same steps outlined for Offers, Requests, and News. Be sure to activate this new database from the Navigation settings to seamlessly integrate it as a navigation point.

    Types

    To illustrate, let's outline the steps for creating a new individual type for Corporate Social Responsibility (CSR) Projects:

  • Go to the admin area and select "Database" from the menu.
  • Access the Projects database by clicking the "Projects" tab.
  • Within the Projects database, navigate to the "Types" section.
  • Initiate the creation process by selecting "Add Type".
  • Enter the name "Corporate Social Responsibility Projects" and provide a brief description.
  • Customize the icon to represent CSR projects, if desired.
  • Activate this type by toggling the switch to "Active".
  • Optionally, enable the option to display this Type in your feed.
  • Once all details are entered and settings adjusted, click "Save" to finalize the creation of the CSR Projects type.

    • After creating the Type, you can proceed to manage its sections. While several sections are available by default, you have the option to create additional sections to cater to specific needs, such as "Additional Details” about the Project.

    To create a new section and add attributes to it, follow these steps:

  • Click on "+ Section" within the type management interface.
  • Add the title for the new section.
  • Select the relevant packages for each section.
  • Click “Save” to confirm and create the new section.

    • Attributes

    To add attributes to the section, you have two options:

  • Click on the "+ Attribute" button within the section management interface.
  • Alternatively, you can create new attributes directly from the “Attributes” tab located next to the “Types” tab.

    • Once users create a project of this type, they will be prompted to fill out the additional Attributes that have been added as multiple-choice questions in the form. These questions will guide users to provide specific information about their project, ensuring comprehensive and standardized data entry.

    Labels

    To create Labels for Projects, follow these steps:

  • Under the "Labels" tab, click on "Label Group" and enter the desired name for the group.
  • Once the group is created, add specific Labels under this group.
  • Enable the newly created Label Group by selecting it within the project type settings. Within each Label, you can either activate or deactivate it. Additionally, you have the flexibility to modify the Label color, change the icon, and include a description.
  • In the “Databases” tab, under “content” you can add a restriction based on the Labels, meaning only this Label group will be shown in the database.

    • In this example, we have established the Label Group named "ESF+". By default, the Projects database should already be enabled in the navigation settings. However, if you've created a new database, ensure to activate it from the Navigation Settings.

    How to add a Label to a project entry

    Go to a project, and click “edit”. In the admin tab, toggle the Label.

    âť“ FAQs (Users)

    General

    How can I get listed as a project partner?

    To get listed as a project partner, simply click on the "speech bubbles" icon below the project profile to reach out to the contact person listed on the project.

    Which categories can I apply for my project?

    You can apply for various categories, including over 1200 subcategories nested within the main categories. It's recommended to utilize the category search function and look for keywords that closely align with your project. If you can't find suitable categories, try using general keywords or the industry category.

    What resolution should the images have?

    For the header image, it's best to use a resolution of 16:5 or 2,250px * 700px. For content blocks, the ideal resolution is 750px * 1,000px.

    What is the maximum upload file size?

    Uploaded files should not exceed a size of 5MB.

    Can I upload files and images to my project?

    Files of up to 5MB can be uploaded for each step of your project, as shown on the right-hand side in the layout. Optional you can add the Alt text and the image source for each step, as well as a link to a Website.

    âť“FAQs (Admins)

    General

    Can I assign a Project to my Package?

    You can assign Project databases to your Package.

  • Navigate to the Projects module and create a new Database. You can filter the content within this Database using Types or Labels.
  • Next, go to the Packages section and select the Database you created, specifying whether it should have read or write access within the Package.
    • Can I restrict the visibility of my Projects to certain users only?

    This can be achieved through a workaround:

  • Create a Project database where you publish Projects intended for a specific target group. Use individual types (not ecosystem types) or Labels to ensure that only the relevant Projects are included in the database.
  • Go to the Packages section and create a Package tailored for your target group.
  • Enable this Package for the organizations whose members should have access to it.
  • Additionally, you can create a navigation point to your database that is visible only to this specific package.