> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/outcomes/epics-and-projects.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> 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.

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

- [Quarterly cycles and returns](quarterly-cycles-and-returns.md)
- [Categories and tags](../organisation/categories-and-tags.md)