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?
- Make an account
- Watch Account Management and User Details (video below) to learn how
- What do I need to enter a Project? - Checklist to figure out what time and materials you need
- 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
This is a ProjectFirma training video on how to add a new project to the system.
Uploaded on 8/2/2018
This is the ProjectFirma training video on how to update a project in the system.
Uploaded on 8/2/2018
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
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
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
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
