What do you need help with?
-
Overview and settings
-
Forms
- Manuals will be coming soon.
-
Management of applications
-
Evaluation and approval
-
Contracts and other documents
-
Exports
-
Participatory budget
Before you open a programme, make sure you have the following correctly configured:
Managers who will work with the programme have access to this programme
In the „Programme Management“ tab in the main menu at the organisation level
You have created and reviewed the application form
In the „Form“ tab in the menu at the programme level
You have created and reviewed the text for applicants on the landing page
In the „Custom Texts„ tab in the main menu, and optionally other information texts intended for applicants (the „Custom Texts“ tab at the organisation level and the „Info Texts“ tab at the programme level)
Make sure that in the „Settings“ tab in the menu at the programme level you have configured:
Email of the manager(s) who should receive notifications
These are notifications about submitted applications, evaluations, financial reports, and, if applicable, electronic contract signing (field „notification email for submitted applications and final reports“).
Application deadline
After this deadline, it will no longer be possible to submit applications.
You set the deadline to the exact date and time of the closure.
Maximum number of applications per applicant
If set to 0, every registered applicant can submit an unlimited number of applications in this programme.
If you use the electronic signing feature, make sure that the electronic signature is correctly configured.
This feature is subject to a fee; if you are interested, please contact us.
Also remember to, in the „Settings“ tab in the menu at the programme level, insert the tags of form items from which data is pulled into the „Applications“ table:
Project name tag
For the correct display of project names in the „Project“ column.
Project submitter tag
For the correct display of the submitter name in the „Submitter“ column.
Tag for requested resources
For the correct display of the amount in the „Requested Amount“ column.
Tag for own resources
For the correct display of the amount in the „Own Resources“ column.
Table of Contents