John Day Basin Partnership Project TrackerJohn Day Basin Partnership
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Training

Learn more about this project and program tracking platform. Check out the video walk-throughs that show you how to enter and update projects, how to manage user accounts, etc. Scroll down to view the Customization Guide or the Administrator Guide.

Questions you have might be answered by the ProjectFirma FAQ .

Videos

Complete Training

This is the John Day Basin Partnership Project Tracker user training presented on January 21, 2020.

Uploaded on 2/3/2020

Account Management and User Detail

This is the Account Management and User Detail section of the John Day Basin Partnership Project Tracker user training presented on 1/21/20.

Uploaded on 2/3/2020

Requesting Support

This is the Requesting Support section of the John Day Basin Partnership Project Tracker user training presented on 1/21/20.

Uploaded on 2/3/2020

Adding a Project

This is the Adding a Project section of the John Day Basin Partnership Project Tracker user training presented on 1/21/20.

Uploaded on 2/3/2020

Updating a Project

This is the Updating a Project section of the John Day Basin Partnership Project Tracker user training presented on 1/21/20.

Uploaded on 2/3/2020

Summary Pages Overview

This is the Summary Pages Overview section of the John Day Basin Partnership Project Tracker user training presented on 1/21/20.

Uploaded on 2/3/2020

ProjectFirma Google Analytics

This video is a high level overview of the ProjectFirma Google Analytics integration. The video covers basics on how to use it, and what ProjectFirma users might gain from using it.

Uploaded on 2/3/2020

Complete Admin Training

This is the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – Available Resources

This is the Available Resources section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – User Account Management

This is the User Account Management section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – Proposal/Pending Project Approval Process

This is the Proposal/Pending Project Approval Process section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20

Uploaded on 2/27/2020

Admin Training – Project Update Approvals

This is the Project Update Approvals section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – Organization & Funding Sources Management

This is the Organization & Funding Sources Management section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – Adding a Page to the About Menu

This is the Adding a Page to the About Menu section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Admin Training – Configuring Definitions

This is the Configuring Definitions section of the John Day Basin Partnership Project Tracker Admin Training presented by Liz Christeleit and Kathleen Elmquist on 2/18/20.

Uploaded on 2/27/2020

Custom Reporting with Microsoft Word

Learn the basics of the Custom Report functionality available to users in ProjectFirma. With Custom Reports, you are able to insert Project data from ProjectFirma into custom formatted Word documents. This video covers the full webcast, see links below for specific chapters.

  • Introduction and Overview (7 minutes 41 seconds)
  • Interactive Demo (43 minutes 31 seconds)
  • Q & A (4 minutes 33 seconds)

Uploaded on 6/25/2020

Evaluations

Learn how to use the ProjectFirma Evaluations functionality to evaluate and rank projects/proposals using your own custom criteria. This webcast goes into detail on how a program manager might use this functionality to find the most effective work to do. See links below for specific chapters.

  • Introduction and Overview (10 minutes 15 seconds)
  • Interactive Demo (14 minutes 40 seconds)
  • On the Horizon + Conclusion (4 minutes 41 seconds)
  • Q & A (10 minutes 27 seconds)

Uploaded on 7/2/2020

Documents

ProjectFirma Customization Guide
Training Document

View/Download the ProjectFirma Customization Guide

ProjectFirma Administrator Quick Guide
Quick Guide Document

View/Download the ProjectFirma Administrator Quick Guide

Connecting to ProjectFirma Geospatial Services with Desktop GIS
Connecting to ProjectFirma Geospatial Services with Desktop GIS Document

View/Download the Connecting to ProjectFirma Geospatial Services with Desktop GIS document

Home page photo by Bob Wick, BLM, shared under the Creative Commons 2.0 license.

ProjectFirma is a service provided by Environmental Science Associates (ESA), which builds on the Tahoe Regional Planning Agency's EIP Project Tracker. This program is free software; you can redistribute it and/or modify it under the terms of the GNU Affero General Public License as published by the Free Software Foundation. Source code is available on GitHub.

Copyright (C) 2025 Tahoe Regional Planning Agency and ESA | Code last updated (compiled) at 2025-05-02 19:10:20.