Projects are a distinct entity under Setup. They are separate from funds and campaigns. A project points to a fund sub-category, which organizes giving around a specific piece of work.
Before you start
You need the Projects permission (Setup → Projects). This feature does not appear in the current standard build.
Where projects live
Go to Setup, then select Projects to view, add, or edit the list.
Campaigns & projects
Use a Campaign for a broad fundraising page. Example, a general Ramadan Appeal page.
Use a Project for a fixed target programme. Example, a Help Orphan in Gaza initiative with a specific £3,000 target and a 22-day timeline.
Project settings
You configure a project across three tabs.
Setup
Project Name and Summary. Enter the title and short description.
Fundraising Target. Set the specific financial goal.
Sub-category Funds. Link the project to a specific fund category.
Project Images & Video. Upload visual assets.
Project Description. Add full details about the initiative.
Time Frame and Duration. Define the project timeline.
Fundraiser Form Settings. Configure registration options.
Checkout
Customize the donor payment experience. Enable options like Express Checkout, Tribute Donation, and Marketing Opt In.
Price Points
Frequencies. Enable payment schedules like One Time, Daily, Weekly, Jummah, or Monthly.
Price Points. Define exact donation amounts for donors to select.
Good to know
Projects are not the same as campaigns or funds. A campaign is a fundraising page; a fund is where money is allocated; a project is its own Setup record that can reference a fund sub-category.