wiki:UserGuidelines/Project/AddCommunitiesAndBeneficiariesToProject

Version 3 (modified by royalprince, 9 years ago) ( diff )

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Add communities and beneficiaries to a project

Introduction

This workflow will walk you through the process of adding communities and beneficiaries to a project.

Details

The first step would be to log in. Log In into Sahana Eden system and then click on ‘Projects’ in the top navigation menu.

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.

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.

That’s it!

Screenshots

Troubleshooting

I don’t see the Annual Budget Tab and Funding report link.

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

1) You’ll need to go to your web2py directory in your system.

2) Once there, go to applications -> eden -> private -> templates -> default.

3) Here open the file ‘config.py’ in a text editor.

4) In this file, you’ll have to find the following lines and remove the # (number sign) from the starting of the lines.

settings.project.mode_3w = True

settings.project.community = True

5) Save the file and restart web2py.

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.

I want to export all the communities

In the Communities tab, you would see the list of the communities. Click on the icons near Export all to export the list.

Related Workflows

Add Staff and Volunteers to a Project Link

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