New Articles

  1. Checklists

    Checklists are a great tool for tracking and managing milestones and tasks. Checklists are associated with specific projects. One project can have an unlimited number of checklists, and a single checklist can have an unlimited number of tasks in i...
  2. Enterprise: Add Users to Linked Sites

    Owners of enterprise sites have three options for how to manage users on linked sites.  Add users to individual linked sites Add users to linked sites from the enterprise site Enable enterprise users to access linked sites automatically ...
  3. Enterprise Linked Site Setup Checklist

    Here are the steps to follow to report data successfully from one DevResults site to another: Download the Enterprise Linking Request Template.xlsx In the first row, enter the URLs for the sites that you would like to link In the following r...
  4. What is Enterprise?

    Enterprise was designed to enable seamless data flows between project-level instances of DevResults and headquarters instances of DevResults. "Enterprise" is our name for that set of linked DevResults sites. What does Enterprise offer, and how is ...
  5. Certifying and Publishing your Data to Another Site

    Scenario:  Your DevResults site is set up to report data to another DevResults site. An owner has set up some links between the two sites. How do you report that data to the other DevResults site?  Certify : Once data has been submitted and ap...
  6. Enterprise: Copying Indicators using the Indicator Library

    One of the perks of our enterprise setups is that you can use your enterprise site's Indicators Index as a Global Indicator Library, copying indicators (and their related disaggregations, etc.) directly to any linked site. This has several advanta...
  7. Manage Fiscal Years

    Defining fiscal years will let you create reports that aggregate results by year where the year might start on an arbitrary day, like October 1st. Every reporting cycle is associated with one fiscal year. Most programs operate with one fiscal yea...
  8. Define a Reporting Cycle

    Reporting cycles let you establish the frequency with which different projects report on different indicators. For example, imagine that your DevResults site has only annual and quarterly reporting cycles, but you have a new indicator that should...
  9. Assign a Reporting Cycle to an Indicator for a Project

    When an indicator is assigned to a project, the assignment comes with that indicator's default reporting cycle . For example, you might have an indicator that is reported quarterly by most projects (so "quarterly" is the indicator's default repor...
  10. Define a Reporting Period

    DevResults offers several tools for defining reporting periods: Create or edit a single reporting period Create or edit multiple reporting periods using an Excel upload Note:  Any user whose group includes View & Edit permission...