Projects & Causes
Running community initiatives and collecting member contributions for projects.
Projects & Causes lets your association run fundraising initiatives and community projects that members can contribute to financially and track the progress of.
Creating a project (admins)
Navigate to Projects
In the admin panel, click Projects.
Create a project
Click Add Project. Enter the project title, description, target amount, and deadline.
Publish
Publish the project. It appears in the member portal under Activities → Projects & Causes.
Contributing to a project (members)
Members can view active projects in the portal. They can contribute any amount towards the project target. A progress bar shows how much has been raised versus the goal.
Levies, donations and tracking the money
A project can have financial items linked to it: a mandatory levy that members are charged, or a voluntary donation item. Add them from the project's 'Money: items' tab, or link an existing item from Finance, Financial Items. The project then shows what was expected, collected and still owed, who has paid, what was spent on it and the net, and members see what they owe on the project page with a Pay button. See Linking a Financial Item to an Event or Project and Tracking Money on an Event or Project.
Related articles
Financial Management Overview
How the Zenith AMS financial system works — from financial items to payments and reports.
Creating and Managing Events
Step-by-step guide to creating events, managing registrations, and tracking attendance.
Linking a Financial Item to an Event or Project
How to tie a levy, fee or donation to an event or a project so that everything members pay on it is tracked in one place.
Tracking Money on an Event or Project
Read the figures on an event or project: what was expected, collected, still owed and spent, and who has paid.