ProjectDesk User Guide
ProjectDesk is an operations workspace for organizations that coordinate field implementation, monitoring, evaluation, learning, stakeholder reporting, and managed support from one place. This guide explains the product as a user experiences it: what each area is for, when to use it, and how work moves from setup to field evidence, review, reporting, and operational support.Start Here
- Product map: Understand the major areas of ProjectDesk and how they fit together.
- Operating model: Learn how results, MEL, evidence, reporting, and learning decisions connect.
- Getting started: Learn what happens from the first visit through sign-in and first workspace access.
- Workspace guide: Learn how the main workspace is organized.
- Account settings: Update your name, email, and password.
- Platform administrator guide: Create workspaces, seed pilot data, and assign users.
Core Workflows
- Operations journey: Create projects, workstreams, locations, and activities.
- Evidence and review: Submit field evidence, import data, and review submissions.
- MEL and reporting: Track indicators, risks, stakeholder updates, and reports.
- Managed services: Escalate operational issues to the ProjectDesk services team.
- Common workflows: Follow end-to-end examples for typical workdays.
Reference
- Roles and permissions: Understand who can see and do what.
- Glossary: Learn the meaning of every major product term.
How to Use These Docs
If you are new to ProjectDesk, read the pages in this order:- Product map
- Operating model
- Getting started
- Workspace guide
- The workflow page that matches your role