Resource Conservation District Project TrackerRCD Project Tracker
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    • About RCD Project Tracker
    • What are Resource Conservation Districts?
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  • Projects
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    • Accomplishment Dashboard
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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.
    • Here's a simple excel version if that's more your style. (Thanks Napa RCD)
  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
  • Methods of Viewing Data - How to get useful data and information out of the Project Tracker
  • How to Search Organizations and Funding Sources - Helping on finding a specific Organization/Funding Source and tips on searching Grids more generally
  • How to Edit Custom Report Templates - How to edit and use Custom Reports to show RCD accomplishments
    • Example Custom Report Using Progress Report Template - an example of a Progress Report generated for the Upper Salinas-Las Tablas RCD using Custom Reports
    • Example Custom Report Using Performance Measures Summary Template - an examples of a Performance Measures Summary generated for the Upper Salinas-Las Tablas RCD using Custom Report
  • CARCD Wildfire Resilience Block Grant Project Entry
  • CARCD Post-Fire Disaster Recovery Project Entry 

Videos

CARCD WCB Block Grant Project Entry Training

This training walks through the project entry process for CARCD's WCB Climate and Habitat Block Grant, the first grant that CARCD has required Project Tracker reporting for.

Uploaded on 4/18/2023

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

Updating an Existing Project

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

Uploaded on 8/2/2018

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

Tutorial: Entering a Carbon Farm Plan into the RCD Project Tracker

Follow along to learn how to enter a Carbon Farm Plan in the RCD Project Tracker.

Uploaded on 1/7/2022

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

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) 2025 Tahoe Regional Planning Agency and ESA | Code last updated (compiled) at 2025-05-02 19:10:20.