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Epics and projects

Set up the Epics your quarterly reporting runs on, place funded applications as projects, and keep partner profiles.

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Quarterly reporting tracks the funded work of your partners against your strategy. An Epic is one area of the strategy that reports every quarter, led by its Captain. A project is a funded application placed under one of the Epic's sub-initiatives. This appears only when it is turned on for your organisation.

The set-up pages are under Settings: Epic set-up and Partners and projects. They need the permission that opens the funding categories settings.

Create an Epic

  1. Go to Settings > Epic set-up and select New Epic.
  2. Enter the Epic number, Epic name, Goal and Theory of change, worded exactly as the strategy words them.
  3. Enter the Reporting quarters, Start date and End date. Every quarter the Epic reports across is created with it.
  4. Optionally set the Slack channel its reporting posts go to, the pilot settings, and the Carried-forward outlook for the first quarter.
  5. Select Create Epic.

Open the Epic to choose its Epic Captain; the Captain can read every Epic and write and release this one's reports. The Epic's page also lists the initiatives, sub-initiatives and key results entered from the strategy.

Archive takes an Epic off the portfolio and stops new quarters opening against it. Nothing is deleted, and every report filed under it stays readable.

Place a funded application as a project

  1. Go to Settings > Partners and projects and open the Projects tab.
  2. Select Place a funded application.
  3. Choose the application and the Sub-initiative it sits under, and link its contract if there is one.
  4. Save the project.

The application must be approved and its grant round assigned to an Epic. A grant's amount is its application's approved amount; a commercial project's is its contract amount. The project records its contracted outputs and outcomes; these are never removed, because a partner may already have reported on them.

Partner profiles

The Partners tab lists every organisation that holds a placed project. Select Write profile or Edit profile to record its Short name (what captains and reports call it), ABN, primary contact and cross-reference. The legal name is the organisation's own and is changed on its registration.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.