🐝Creating and managing projects

Do you have a side project, idea, or initiative that you want to manage separately from your main budget or main profile page? And would you like to run a separate fundraiser for it?

You can create a project, which functions as a subpage on your profile. Each project has its own budget overview, donation tiers, goals, and team. All admins of the main collective will automatically be admins of the project, but you can also add additional users as project-only admins.

Creating a Project

To create a project, go to your collective’s homepage. Make sure the projects section is enabled (via Settings > Profile Sections). Once enabled, you will see the option to “Create Project.” You will then be asked to:

• Choose a project name

• Set a profile URL

• Add a short description of the project’s purpose

Managing a Project

Once your project is live, you can click “settings” to edit and customize it. This includes:

• Basic information: edit and customize project details

• Contribution tiers and goals: these work in the same way as on your main collective page.

• Updates: you can post updates to keep your community informed about progress. To enable updates, go to your project’s profile page and select “always visible” next to the updates section.

• Team management: all collective admins are automatically part of the project team. In addition, you can add or remove project-specific team members without affecting the main collective.

• Expense submissions: if a volunteer incurs an expense related to the project, they can submit it directly via the “submit expense” button at the top of the project page.

Closing a Project

To close a project, its balance must first be reduced to zero.

• Transferring money from a project to a collective:

  1. Go to your Collective’s page

  2. Select “Contribute” on your custom contribution tier

  3. Choose the desired amount

  4. Use the “Contribute as…” dropdown menu to select your project

  5. Check that your project balance has been automatically selected

  6. Click “Contribute”

• Emptying a Project or Event's balance:

To transfer the full remaining balance, go to: project dashboard > settings > advanced, then select “Empty project balance.” Once the balance reaches zero, go to: Projects dashboard > settings > advanced, where you can now archive the project.