How do I create or edit a Project?

Last Updated: Jun 25, 2013 02:01PM PDT

Projects are available on StayClassy to aid in record-keeping and earmarking for your fundraising efforts. We know organizations need the ability to "bucket" multiple campaigns or events into a single project or program, which is what the project earmark capability was designed to accomodate.

You align funds from events and campaigns to be associated with a specific project in the settings for an event or campaign. This is an optional feature, so if a project isn't created or assigned for an event or campaign, it is aligned to contribute to your general funds project. 

You can create or edit a project under the 'Settings' tab in your organization dashboard.  Once on this page, select 'Project Earmarks', where you will be able to create a new project or edit an existing one. 




After selecting New Project, you can enter all of the information pertinent to that specific project.  Click 'Save Changes' when you have finished the update.





To assess progress against your projects, you can see how you are tracking to your goal(s) within the Project Earmarks section.



To assign a a specific campaign to a project, you need associate your campaign to a project by selecting 'Details' under the Edit tab.

After associating your campaign or event with a project, you can follow your donations and the projects they belong to within your Donations report.


If you have any questions regarding projects please contact the Support Center at support@stayclassy.org or by phone at (619) 961-1892.