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What do you have on hand?
Each one names organizations, funding sources, measures and projects that setup proposes instead of asking for.
Documents worth bringing
- Grant agreement
- Project tracking spreadsheet
- Annual report
- Partner roster
Documents read
- Cascade Headwaters Annual Report 2025.pdf PDF, 28 pages Read
- Project tracking master.xlsx Excel spreadsheet, 388 KB Read
- OWEB grant agreement 2024.pdf PDF, 14 pages Read
What kind of work do you do?
Each kind of work seeds a project type and the performance measures that usually go with it. Pick every one your projects fall under.
Work types become project types
- Habitat restoration: fish passage, riparian planting
- Water: instream flow leases, irrigation efficiency
What should ProjectFirma do for you?
Tracking money opens funding sources. Reporting opens measures. Coordinating opens partner accounts. Sharing opens the public site and map.
How do you group projects?
Each grouping is a tag every project carries and a filter on every list, map and report. Pick the ones your reporting already uses.
Groupings become classifications
- Focal species: steelhead, bull trout
- Project type: fish passage, riparian planting
- Limiting factor: temperature, sediment
What draws your map?
Every project sits inside these areas and totals roll up by them. Watersheds and counties come pre-drawn. Your own boundaries are uploaded as shapefiles later.
Areas the map is drawn by
- Watershed: Whychus Creek
- County: Deschutes, Jefferson
Who enters project data?
Staff get full access. Partner organizations get accounts limited to their own projects, which adds every partner to the organizations roster.
Does this look right?
Setup opens with the milestones these answers call for marked as suggested. Any of them can be skipped or finished later.