CiviCase for Project Management


We'd like to demonstrate how CiviCase has been used to allow a charity as a vehicle for local hubs to be able to record projects they are carrying out. Case was chosen as it naturally allows for time based projects with various activities nitted together.

Key aspects are

  • Ability to assign roles to projects for funders or other interested parties. These roles can have specific fields such as the abilty to record the amount a potential funder has contributed or key information around the relationship
  • Using webform to ease the creation of the project
  • Amendments to Webform to allow for a activities to be attached to projects via webform
  • Specific reports to show project status and history
  • Projects owners can be different from the person responsible for it, again using case roles to manage
  • National view of the information including triggered activities for key tasks or alerts if projects are running behind schedule
  • KPI's measured on activity statuses
Schedule info
Session Date and Time: 
Thursday, April 25, 2013 - 16:30 to 17:30
Kinzie West
Experience level: 
Session type: