Create the Project or Contract
Navigate Projects / Contracts -> Grants and Projects
Click Add Project + to create a new project
Or click Update to update existing project
Fill in the Project form -
Name the Project - the name of the contract (i.e. FY 2020)
Add the Project Owner - the person in charge of the contract
Set the Project Editors - other people that can approve and edit
Assign the Teams Shared With that will report for this contract
Save
Add A Milestone/Report Template
this is the template that will create reports for your contractors or reporters
Navigate Contract/ Grant Deliverables
Click Add Milestone
Or edit an existing milestone by clicking on the green square
Select the project
Name the Milestone
Its should be unique. I like to include the project name
Set the dates
Its good to save now
Assign teams that will report for this milestone
They must also be assigned to the project or it will not show up on their dashboard
You can also use team assignment to hide the reports before they are ready.
You can set up your report then not assign until it is report time.
Select the teams -
click control to select many
Click Add to list to add the teams to the list
It's a good time to save again
Create Questions
You have two options for questions you can copy from another report/ milestone and/or you can add your own
To copy select the question template and click select
Questions will populate
You can add new Questions
You can remove questions
You can change question text
You can drag and drop to reorder questions
it's a good time to save
Add the report sections
It you want the report to have photo or document upload you set it here
Select the items use shift or command/control to select many
Click add to list to add
Set the sections that each reporting team will see
Save your work
The reports are now pushed to the teams you selected they can now start their report
You can edit the report before a reporter starts the report. Once they start the report you cannot reedit the report
Rules for reports
http://help.nrds.io/tutorials/projects-milestone-reports-for-project-owners/projectmilestone-report-rules