Understanding Bundles

Text Guide

  • Steps:
    • 1. From anywhere on the platform select Make New in the top right corner and then select Make A Bundle from the list that drops down
    • 2. Give your Bundle a name
    • 3. Select the projects that you would like to add to your Bundle
    • 4. Press Save at the bottom of the screen
    • 5. You will arrive on your Bundle page
    • 6. Scroll down to see the impact of all the projects within your bundle
    • 7. Press Edit Bundle if you need to change the makeup of your bundle
    • 8. You will arrive on your Edit Bundle page
    • 9. You can remove the current projects from your bundle by pressing the cross on the right hand side of the screen
    • 10. You can add additional projects to your bundle
    • 11. Press Save
  • Whenever you press Progress in the top menu you will be taken to the Impact Dashboard  for your entire organisation
  • Within this is a tray of all your Organisation’s Bundles

Image Guide

1. From anywhere on the platform select Make New in the top right corner and then select Make A Bundle from the list that drops down as demonstrated

2. Give your Bundle a name in the box highlighted

3. Select the projects that you would like to add to your Bundle from either of the areas circles

4. Press Save at the bottom of the screen

5. You will arrive on your Bundle page

6. Scroll down to see the impact of all the projects within your bundle

7. Press Edit Bundle as demonstrated if you need to change the makeup of your bundle

8. You will arrive on your Edit Bundle page

9. You can remove the current projects from your bundle by pressing the respective cross as indicated

10. You can add additional projects to your bundle

11. Press Save

Whenever you press Progress in the top menu you will be taken to the Impact Dashboard  for your entire organisation

Within this is a tray of all your Organisation’s Bundles

PDF Guide

Want a PDF guide to understanding bundles? Understanding Bundles