Project fields - type, status, division, department, custom fields

Annie Wilkins
Annie Wilkins
Fourth Anniversary
in Blackbaud Financial Edge NXT® General Discussions

Hello, I work for a community college's foundation. We are looking at making better use of our project data fields and I would like to see examples of how your organization has configured project type, project status, project division, project department, and project custom fields. In addition, how do you use these fields (reporting, etc.) and why do you find them helpful?

Full disclosure - I work primarily in Raiser's Edge, but due to recent staff turnover, I have started to learn more about Financial Edge.

Thank you!

Answers

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    our org aligns Project in FE with Fund in RE, which basically means how the org will "spend" the donation: Unrestricted, or restricted to certain projects/programs that the org support.

    Meaning, Project in FE is coded similiar to Fund in RE where information aligns, so many field in FE Project will have cooresponding field in Fund in RE for various data such as categorization, type of project/fund, etc.

    So depending on how your org use Project in FE and Fund in RE, that's a direction to look into

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