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  • Activity Help Center
  • Account setup
  • Getting started with Activity
    • Create an organization workspace
    • Create a program portfolio
    • Add projects
    • Manage indicators
    • Manage project components
    • Explore Reports
  • Organizational profile
  • Program portfolios
  • Projects
  • Objectives
  • Indicators
  • Reports
  • Contacts
  • Documents
  • Location sites
  • Stakeholders
  • Form Library
  • Managing access
  • Account profile

# Getting started with Activity

# Create an organization workspace

Create an organization workspace to manage your programs

Getting started with Activity takes about 10 minutes. Let us walk you through it.

# Create a program portfolio

Once you're logged in, click on Workflows > Program and then click on + Program. Give your program a name, select sectors and its start and end date.

Creating a program in Activity

Once saved, you can edit and add more information about your program by clicking on the program's name.

# Add projects

Next you might want to breakdown your program into projects. Click on Workflows > Project and then click on + Project. Add your project's name and relate it to your newly created program.

Creating projects within your program to breakdown your program's work

Once saved, you can edit and add more information about your project by clicking on the project's name.

# Manage indicators

Now with your program and projects created, you might want to start defining indicators to help you track program's performance.

  1. Manage Objectives (opens new window)
  2. Manage Indicators (opens new window)
  3. Manage Target Periods (opens new window)
  4. Manage Disaggregations (opens new window)
  5. Manage Results (opens new window)

# Manage project components

  1. Manage Contacts (opens new window)
  2. Manage Documents (opens new window)
  3. Manage Sites (Locations) (opens new window)
  4. Manage Stakeholders (opens new window)

# Explore Reports

With data coming through, go to Reports > Dashboards you can take a look at reports to give you an overview of your program's progress through a series of charts. Further reading can be found here on Indicator Reports (opens new window)

View your program results in the indicator performance tracking table

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