Resource Conservation District Project TrackerRCD Project Tracker
  • About
    • About RCD Project Tracker
    • What are Resource Conservation Districts?
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  • Projects
    • Project Map
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  • Program Info
    • Projects by Resource Area
    • Project Themes
    • Performance Measures
    • Watersheds
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    • Web Services
    • Performance Measure List
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    • Accomplishments Dashboard
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  • Help
    • Request Support
    • Training
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    • About ProjectFirma

Training

Welcome to the RCD Project Tracker! This page is a collection of all our training resources to help with using the Project Tracker.

Just getting started?

  1. Make an account
    • Watch Account Management and User Details (video below) to learn how
  2. What do I need to enter a Project? - Checklist to figure out what time and materials you need
  3. Follow a tutorial to enter your first project:
    • How to enter a Project (Carbon Farm Plan) Written Guide and Video Tutorial - The written guide is useful for learning how to enter a project. It also gives specific tips and recommendations for Carbon Farm Plans

Check out our other tutorials:

  • Quick Start Guide - Bite-sized introductions to many relevant topics about the Project Tracker
  • How to Fund Staff Time in the RCD Project Tracker - How much time to budget for entering/updating projects and how to bill that time to a grant
  • Performance Measures FAQ - How Performance Measures work and how to use them
  • How to Search Organizations and Funding Sources - Helping on finding a specific Organization/Funding Source and tips on searching Grids more generally

Videos

Adding a New Project

This is a ProjectFirma training video on how to add a new project to the system.

Uploaded on 8/2/2018

Updating an Existing Project

This is the ProjectFirma training video on how to update a project in the system.

Uploaded on 8/2/2018

Account Management and User Details

This is a ProjectFirma training video on how to create an account, what to do if you forget your password, and how your account and organization are used in the system.

Uploaded on 8/2/2018

ProjectFirma Google Analytics

This video is a high level overview of the ProjectFirma Google Analytics integration. The video covers basics on how to use it, and what ProjectFirma users might gain from using it.

Uploaded on 11/6/2019

Custom Reporting with Microsoft Word

Learn the basics of the Custom Report functionality available to users in ProjectFirma. With Custom Reports, you are able to insert Project data from ProjectFirma into custom formatted Word documents. This video covers the full webcast, see links below for specific chapters.

  • Introduction and Overview (7 minutes 41 seconds)
  • Interactive Demo (43 minutes 31 seconds)
  • Q & A (4 minutes 33 seconds)

Uploaded on 6/25/2020

Evaluations

Learn how to use the ProjectFirma Evaluations functionality to evaluate and rank projects/proposals using your own custom criteria. This webcast goes into detail on how a program manager might use this functionality to find the most effective work to do. See links below for specific chapters.

  • Introduction and Overview (10 minutes 15 seconds)
  • Interactive Demo (14 minutes 40 seconds)
  • On the Horizon + Conclusion (4 minutes 41 seconds)
  • Q & A (10 minutes 27 seconds)

Uploaded on 7/2/2020

Documents

ProjectFirma Customization Guide
Training Document

View/Download the ProjectFirma Customization Guide

ProjectFirma Administrator Quick Guide
Quick Guide Document

View/Download the ProjectFirma Administrator Quick Guide

Connecting to ProjectFirma Geospatial Services with Desktop GIS
Connecting to ProjectFirma Geospatial Services with Desktop GIS Document

View/Download the Connecting to ProjectFirma Geospatial Services with Desktop GIS document

ProjectFirma is a service provided by Environmental Science Associates (ESA), which builds on the Tahoe Regional Planning Agency's EIP Project Tracker. This program is free software; you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation. Source code is available on GitHub.

Copyright (C) 2023 Tahoe Regional Planning Agency and ESA | Code last updated (compiled) at 2023-02-28 17:51:28.