Changes between Version 4 and Version 5 of UserGuidelines/Project/AddCommunitiesAndBeneficiariesToProject


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Timestamp:
12/26/12 15:30:14 (9 years ago)
Author:
royalprince
Comment:

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  • UserGuidelines/Project/AddCommunitiesAndBeneficiariesToProject

    v4 v5  
    11== Add communities and beneficiaries to a project ==
    2 
    32
    43=== Introduction ===
     
    65
    76=== Details ===
    8 The first step would be to log in. Log In into Sahana Eden system and then click on ‘Projects’ in the top navigation menu. 
     7The first step would be to log in. Log In into Sahana Eden system and then click on ‘Projects’ in the top navigation menu.
    98
    10 Now you would need to click on ‘Open’ on the project of your choice. Its the project to which you want to add the annual budget. Once you have clicked on Open, click on Communities tab. See Troubleshooting section if you don't see the tab. Click on ‘Add Community’ button on top. Now you would see a form. Fill the details required. Once done, click on Save and you would receive a confirmation message saying ‘Community Added’. You can now added community details on this page.
     9==== How to enable communities option in default template? ====
     10If you are using the IFRC template, then there is no need of the below modifications. Skip to the Adding Communities section. But if you are using the default template, its most likely that you won’t see them by default. You will need to follow the below steps in order to see those options
    1111
    12 To add beneficiaries to a project, open the project of your choice. Click on Beneficiaries tab. Click on Add Beneficiaries Button. Fill and the details and then save.
     121)Go to web2py directory in your system.
     13
     142) Once there, go to applications -> eden -> private -> templates -> default.
     15
     163) Here open the file ‘config.py’ in a text editor.
     17
     184) In this file, you’ll have to find the following lines and remove the # (number sign) from the starting of these lines.
     19
     20settings.project.mode_3w = True
     21
     22settings.project.community = True
     23
     245) Save the file and restart web2py.
     25
     26Now you should be able to see those options.
     27
     28==== Adding Communities ====
     29
     30Now you would need to click ‘Open’ on the project of your choice. Its the project to which you want to add the Communities. Once you have clicked on Open, click on Communities tab. Click on ‘Add Community’ button on top. Now you would see a form. Fill the details required. Once done, click on Save and you would receive a confirmation message saying ‘Community Added’. You can now add community details on this page.
     31
     32To add beneficiaries to a project, open the project of your choice. Click on Beneficiaries tab. Click on Add Beneficiaries Button. Fill the details and then save.
    1333
    1434That’s it!
     
    2444
    2545=== Troubleshooting ===
    26 ==== I don’t see the Annual Budget Tab and Funding report link. ====
    27 If you are using the default template, its most likely that you won’t see them by default. You will need to follow the below steps in order to see those options
    28 
    29 1) You’ll need to go to your web2py directory in your system.
    30 
    31 2) Once there, go to applications -> eden -> private -> templates -> default.
    32 
    33 3) Here open the file ‘config.py’ in a text editor.
    34 
    35 4) In this file, you’ll have to find the following lines and remove the # (number sign) from the starting of the lines.
    36 
    37 settings.project.mode_3w = True
    38 
    39 settings.project.community = True
    40 
    41 5) Save the file and restart web2py.
    42 
    43 Now you should be able to see those options. If you are using the IFRC template, then there is no need of the above modifications.
    44 
    4546==== I want to export all the communities ====
    4647In the Communities tab, you would see the list of the communities. Click on the icons near Export all to export the list.