Project with Restrictions

Holly Jacques
Holly Jacques
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Hi Everyone,

Just wondering how you would deal with this situation in regards to project IDs:

we have donations for Cancer research, but then some donations are specific to breast cancer research, brain cancer research, skin cancer research, and so on.

Do you:

A - create a new project id for each type of cancer research or

B - create 1 project for cancer research and somehow create restrictions within the fund for each type.

Thanks :)

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Holly Jacques
    For option B, the project can restrict which specific accounts it's used with. So to use that, I'd assume then you have accounts for the different types of research. But Option A is going to be the easier to use, manage, and report on if they are separate.

  • AnneMarie Smith
    AnneMarie Smith
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Holly Jacques
    You can add a transaction code to subdivide even further.

  • Holly Jacques
    Holly Jacques
    Second Anniversary Kudos 1 Name Dropper Participant

    @AnneMarie Smith
    that is what we are currently doing, but when I need to report to the hospital the balances of cancer research, for each type, the report produced groups them all together. I have been manually pulling the data and exporting to excel then pivoting and producing my own reports. Just trying to find a better way for the system to generate the report.

    Right now the report is Cancer Research $1,000,000.

    I need the report that says

    Cancer Research - Brain Cancer $250,000
    Cancer Research - Breast Cancer $500,000
    Cancer Research - Skin Cancer $250,000

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Holly Jacques

    Sounds similar to something we do. I think you could set up Cancer Research as the Transaction type, and then each type of reach as a project. In reports set up your format as below.

    4aa353a81939ba15678768b2f24afa8c-huge-im

    I also think you could set up Cancer Research as a fund, and each type of research with a transaction code.

    It really depends on how you want to maintain and do your reporting. Projects are great for period-specific things, but may not be great for a continuous thing. Thinking about what you are doing I think the latter option may be better, but is something your organization needs to decide.

  • Sannyasin Siddhanathaswami
    Sannyasin Siddhanathaswami
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @Holly Jacques
    We use separate projects for this. One for each of your three cancer programs. You can add a Division to these projects, then run project reports filtered by that Division. That will give you a variety of options for reports separated or grouped by that.

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