Project resources are links associated with the project that are only displayed to those volunteers who are currently assigned to a need on that project. The links feature different “types” that will mainly utilize a different icon for the volunteer.  Resources can be available to all needs on a project or filters can be created to limit the need assignments that can view and access the project resource.

A Project Administrator, or Organizer Administrator that is assigned to a project, may manually add, edit, or delete various Project Resources. 

The volunteer will simply click the resource link and be taken to the URL*, which can be a file download (i.e.: a PDF or Word document), a website, a document repository, etc. 

*A Project Resource pointing to an outside source, does require an absolute (full) URL.  Any time you point to the file uploaded to VolunteerMatters, it will automatically add the absolute URL.

Note: Project Resources is only available with the Professional and Enterprise subscription levels.  If you have questions on your subscription level or wish to upgrade. please live chat with us now from your VolunteerMatters portal or submit a support ticket via email.**

Adding a Project Resource

1. Log into your VolunteerMatters system with the proper security access roles and then click on Projects. 
   
   
   
   
2. On the Project you wish to add Project Resources to, click the "Dashboard" button (). NOTE: An organizer must be assigned to a project to be able to manage it.
   
   
   
   
3. This will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for project administrators and organizer administrators. It also includes Organizer Project Notification Settings and the Project Resources section.  Here you can view and test any existing Project Resources as well as access the Project Resources configuration area via the "Manage Resources" button ().
   
   
   
   
4. Once you click the "Manage Resources" button, this will bring you to the Project Resources page for the project in question.  In the "Project Resources" panel it will list the existing project resources as well as the ability to edit or delete resources as well as create new resources.  Included in the "Project Resources" panel is a tabular display of the following fields per resource (you can toggle the + sign to expand the information for each resource). 
   
   
   • Type
   • Name
   • Description
   • URL (with Asset Chooser/Uploader)
   • Assignment Restriction Type
   • Assignment Restriction
     To add a new Resource, click on the "Add New Resource" button ().
     
     
     
     
5. This will open up the "Edit Project Resource" configuration page. Here you can configure the following resource fields:
   
   
   • Type - This is used to stylize the icon and link for the volunteer. Options are "Chat", "Document", "Folder", "Image", and "Website".  They all feature default icons in order (). 
     
   • Name - This is the name of the resource displayed in the link text.
   • Description - This is optional information that will be displayed as help text under the resource link.
   • URL - This is the URL (destination) of the resource link. You may enter a direct URL to an external resource or choose an asset from the asset chooser. Either option does require an absolute (FULL) URL.  For instructions on using the Asset Chooser, see steps 6-7 below. 
   • Assignment Restriction Type - This is used to restrict the project resources displayed based on the assignment name. The options are "Ignore", "Equals", and "Starts With". "Ignore" will show the resource for all project assignments.
   • Assignment Restriction - This value can be used to restrict the project resource display based on the assignment Need name.
     
     
     
     
6. If you are uploading a document for use with your Project Resource, you will click the "Choose Asset" button ().
   
   
7. This will open the Asset Library modal window. Here you will see a list of the previously uploaded Assets, as well as the "Upload New File" button ().  If you are simply using a file already uploaded, click the "Select" button () next to the asset desired and you will be returned to the main Project Resource configuration page with the URL of the asset chosen automatically seeded in the URL field. If you are uploading a new file, you will click the "Upload New File" button. 
   
   
   
   This will update the window to now show the following configuration fields: Friendly Name, Description, and File. 
   
   • Friendly Name - This is a name that will appear in the asset library and is not necessarily the name that will be displayed with the project resource.
   • Description (Optional) - This description will be available in the asset library and is not displayed with the project resource. 
   • File (with Chooser)- This file will be uploaded to the asset library. Allowed types: PDF, JPG, PNG, GIF. Maximum file upload size is 10MB.
   • Click the "Choose File" button () on the File field to upload a new asset, 
     
     
     
     Then the administrator will simply locate the file on their local device and select it, and it will be added to the File field. To finish the upload, they will then click the "Upload" button ().
     
     
     
     
   • They will be returned to the main Asset Library window with the new file uploaded, and they can simply click the "Select" button. 
   • They will then be returned to the main Project Resource configuration page with the URL of the asset chosen automatically seeded in the URL field.
     
     
8. When you are satisfied with your configuration, click the "Save" () button.
9. This will return you to the "Project Resources" page with the "Project Resource saved successfully." confirmation message and the new resource added to the "Project Resources" panel.
   
   

With this example the "Coaching Basketball Course (45 Minutes)" project resource will only be displayed to those volunteers with an assignment in that project whose name starts with "Volunteer Coach - Basketball".  Any assignments for need names that do not start with that will not have that particular resource displayed.   The project resources are displayed on the My Assignment detail page.  

Click here for more information on managing your Project Asset Library (coming soon). 

Editing a Project Resource

1. Log into your VolunteerMatters system with the proper security access roles and then click on Projects. 
   
   
   
   
2. On the Project you wish to edit a Project Resources, click the "Dashboard" button (). NOTE: An organizer must be assigned to a project to be able to manage it.
   
   
   
   
3. This will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for project administrators and organizer administrators. It also includes Organizer Project Notification Settings and the Project Resources section.  Here you can view and test any existing Project Resources as well as access the Project Resources configuration area via the "Manage Resources" button ().
   
   
   
   
4. Once you click the "Manage Resources" button, this will bring you to the Project Resources page for the project in question.  In the "Project Resources" panel it will list the existing project resources as well as the ability to edit or delete resources as well as create new resources.  Included in the "Project Resources" panel is a tabular display of the following fields per resource (you can toggle the + sign to expand the information for each resource). 
   
   
   • Type
   • Name
   • Description
   • URL
   • Assignment Restriction Type
   • Assignment Restriction
     
     To edit an existing Resource, click on the "Edit" button () on the resource in question.
     
     
     
     
5. This will open up the "Edit Project Resource" configuration page. Here you can edit the existing resource configuration for the following resource fields:
   
   
   • Type - This is used to stylize the icon and link for the volunteer. Options are "Chat", "Document", "Folder", "Image", and "Website".  They all feature default icons in order (). 
     
   • Name - This is the name of the resource displayed in the link text.
   • Description - This is optional information that will be displayed as help text under the resource link.
   • URL - This is the URL (destination) of the resource link. You may enter a direct URL to an external resource or choose an asset from the asset chooser. Either option does require an absolute (FULL) URL. 
   • Assignment Restriction Type - This is used to restrict the project resources displayed based on the assignment name. The options are "Ignore", "Equals", and "Starts With". "Ignore" will show the resource for all project assignments.
   • Assignment Restriction - This value can be used to restrict the project resource display based on the assignment Need name.
     
     
     
     When you are satisfied with you configuration edit, click the "Save" () button. 
     
     
6. This will return you to the "Project Resources" page with the "Project Resource saved successfully." confirmation message and the resource updated within the "Project Resources" panel.
   
   

The project resources displayed to the Volunteers on the My Assignment detail page will be updated the next time they visit it. 

Deleting a Project Resource

1. Log into your VolunteerMatters system with the proper security access roles and then click on Projects. 
   
   
   
   
2. On the Project you wish to delete a Project Resources, click the "Dashboard" button (). NOTE: An organizer must be assigned to a project to be able to manage it.
   
   
   
   
3. This will open the "Project Dashboard" page.  The Project Dashboard provides a high level view of project analytics and data for project administrators and organizer administrators. It also includes Organizer Project Notification Settings and the Project Resources section.  Here you can view and test any existing Project Resources as well as access the Project Resources configuration area via the "Manage Resources" button ().
   
   
   
   
4. Once you click the "Manage Resources" button, this will bring you to the Project Resources page for the project in question.  In the "Project Resources" panel it will list the existing project resources as well as the ability to edit or delete resources as well as create new resources.  Included in the "Project Resources" panel is a tabular display of the following fields per resource (you can toggle the + sign to expand the information for each resource). 
   
   
   • Type
   • Name
   • Description
   • URL
   • Assignment Restriction Type
   • Assignment Restriction
     
     To delete an existing Resource, click on the "Delete" button () on the resource in question.
     
     
     
     
5. The system will confirm whether you wish to delete the resource in question with the "Delete Resource - Are you sure?" modal window.  If you are sure, click "Yes, delete" to delete the resource.
   
   
   
   After completion you will be returned to the "Project Resources" page with the "Project Resource deleted successfully." confirmation message displayed and the resource removed from the "Project Resources" panel.
   
   
   
   

The project resources displayed to the Volunteers on the My Assignment detail page will be updated the next time they visit it.