Windows

There are five main windows. Use the tab headers to switch from one window to the next.

  1. The Project Information window: allows you to complete basic information about your project such as the project's title, when it will start and its duration. You can also identify the target group(s) and manage information about organisations that will assist you in the project (partners, donors, suppliers…) and the people you are in contact with. Finally, you can determine when and how often monitoring of results and risks should happen.
  2. The Logical framework window: this is where you design the structure of your project. Determine the outputs, the main purpose and the long-term goals of the project. List the activities and processes you need to do to achieve your objectives. Assess risks, assumptions and dependencies and create the tools to follow them up. Design your monitoring and evaluation system to track your project and assess its success and impact.
  3. The Planning window: create a clear planning of your project's main activities and processes using a drag-and-drop enabled Gantt chart
  4. The Budget window: create your project's budget. Select a simple (single) or multi-year budget or choose one of the templates and modify it to your needs.
  5. The Expenses window: create the overview of your organisation's yearly expenses. Select a simple (single) or multi-year overview.

Logical framework window showing a project's logframe
 

Project Information Window

The Project Information window allows you to complete basic information about your project such as the project's title, when it will start and its duration.

In the top part you can include:

  • The project's title
  • The project's short title: often a project's official title is too long to be used in daily conversation, so organisations tend to use a shorter and more technical indication
  • The code that your organisation uses as a unique identifier of the project. You can also use this field to register the identifying code provided by the main donor
  • The financial code: sometimes the accountancy department uses a specific accountancy code for the project
  • The duration of the project, in days, weeks, months or years
  • The start date and the end date of the project

You can use the various tab pages below to include additional information:

Note that certain tabs may not be visible in some view modes.

The tabs of the Project Information window

Logical framework window

The Logical framework window allows you to design the structure of your project:

Logical framework with all columns visible
 

Planning window

Budget window

The Budget window allows you to create your project's budget.

You can choose between making a simple (one page) budget or a multi-year budget.

To make things easier, you can choose one of the budget templates and modify it to your needs.

Budget window showing budget headers with their budget items
 

Expenses window

The Expenses window is only visible when you work in IATI organisation view mode. It allows you to register your organisation's overall expenses.

As with the budget you can choose between listing your expenses as a simple (one page) overview or a multi-year overview.

The Expenses window