Before you get to this stage, we recommend that you think about your hierarchy of projects

This is the part of the design process where you can categorise your projects based on any similarities they have in terms of surveys they use or what they are about.

What do Project Templates do?

There are 3 things you need to know

1. Each project can only have one Project Template

2. Project Templates allow you to automatically apply one or more surveys to a project

3. When you are on the Manage Projects page in Table view, you can see which Project Template a project has used

Do you need to use Project Templates?

• If you have several projects that use identical surveys, then using a Project Template is a good way to simplify the setup process

• But if each of your projects is quite unique, you can get by using the inbuilt Project Template (called Project) and not need to create several additional ones.

How to design your use of Project Templates

Create a project for each service you provide:

• If you provide the same type of service in different locations - and as a result, work with different clients in each location,

  • make each location’s version of that service its own project

  • and make the top-level service a Project Category

• A project can only be part of one Project Category

• But when it comes to reporting to funders, you can create Albums which group multiple projects together.

  • A project can be part of several albums

  • This means you have the flexibility to report on different areas of work to different stakeholders without needing to have duplicate projects.

You can use the Projects per Project Category tab of the Blueprints spreadsheet to map your organisation's projects.

Open

Example scenarios

Organisations that provide different services within the same location

An organisation provides several services within a city:

• 1-2-1 therapy

• Befriending scheme for isolated people

• Mentoring programme to young children

• Support groups for parents

How it will be set up on Makerble

• Each of the above services will exist as its own Project.

• Makerble automatically creates a default Project Category within each organisation.

• The default Project Category is called “Project”; so all of the above projects will sit within the “Project” project category.

Organisations that provide the same services in different locations

An organisation provides two services across the country:

• 1-2-1 therapy through a network of therapy clinics in various cities

• accredited training courses for trainee therapists, delivered online and in-person

How it will be set up on Makerble

The organisation will have two Project Categories:

• 1-2-1 therapy

• Accredited training courses

Under each Project Category will be each of the locations where that Service is delivered, i.e.

• within the 1-2-1 therapy Project Category there will be the following Projects

  • 1-2-1 therapy Birmingham

  • 1-2-1 therapy London

  • 1-2-1 therapy Oxford

  • 1-2-1 therapy Newcastle

• within the Accredited training courses Project Category there will be the following Projects

  • Accredited training Birmingham

  • 1Accredited training London

  • Accredited training Online

  • Accredited training Oxford

  • Accredited training Newcastle