VSys One: Volunteer Management Software

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General

Before you begin

Tell other users to exit the project. VSys One cannot open the project's setup when one or more other users have it open. From the VSys One home screen, select the Projects panel and then Projects. From the list of projects, right-click on the project's name, then select Setup and then General.

Project setup screen

Basics

Field name

Description

Project name

This description of the project appears on the list of projects and in many reports.

Project group

If you've defined one or more project groups, you can filter and sort projects by the one selected here.

Primary location

The base location for the project. This is used when searching for projects.

Applicability

VSys One-only: Project will not appear in GMS.
GMS-only: Project will not appear in VSys One.
All systems: Project will appear in both GMS and VSys One.

Roles allowed in this project

One or more roles that people may play in this project. Note that eliminating a role here will not delete people from the project who already have that role assigned.

How many times may the same person be in this project

More than once but only in different delegations. A person can be registered in this project any number of times as long as it's only once in each delegation.

Only once A person may only be registered in this project once.

On a second and later registrations, show a warning box

If More than once... is selected above, and you try to add a person to a project a second time, a warning dialog will appear if this is checked.

Project description

An optional detailed description of the project.

Dates

Volunteering start date, Volunteering end date

The first and last dates on which volunteers are expected to work. Job slots cannot be created with dates outside of this date range.

Project start date, Project end date

The nominal start and end dates for the project. This appears on reports and on the list of projects.

Effective date for calculating ages

So that entrant ages don't appear to change during the middle of a project, all ages in the project are calculated as of this date, no matter what the calendar date is.

Associations

These are the staff members associated with the project. You can filter projects and their reports by owner and team member. The people who appear on these checklists are the ones defined as security users in VSys One.

Project owners

The primary owners of the project.

Project team members

All users associated with the project.

The Associations panel will only show if VSys Security is enabled

Other settings

Skills applicable to this project

This lets you limit the skills available within this project. Used within jobs setup and filters in a project.

Job preferences applicable to this project

Lets you limit the job preferences available within this project. Used within jobs setup and filters in a project, as well as when assigning people job preferences within the project.

Don't show a warning...

When giving assignments to volunteers, if the volunteer hasn't indicated availability for that time, a warning message is shown. Check this box to suppress the warning.

Hourly value for jobs which have no value assigned

When crediting volunteers with hours, uses this value if the job itself and its parent job groups do not have one.

Default delegation

When adding someone to this project, especially via VSys Live or VSys Web, this is the default delegation that the person will be given.

Special VSys Live settings

Show on VSys Live as a calendar item, A separate item for each day

Checking this will cause VSys to create a web calendar item for the project or one for each day of the project. When the project's name and/or dates are changed, VSys will automatically update the calendar items: deleting those no longer appropriate, making new ones for new dates, and updating the descriptions of existing ones if the current descriptions match the project's old description.

Allow searching via VSys Live

If checked, job slots within this project can be found using VSys Live. Entering date and time ranges here limits when volunteers can actually see and sign up for these jobs. This is a good way of hiding jobs until you're ready for volunteer signup.

Name to use in VSys Live searches

Overrides the Project name field within VSys Live.

Addresses

Assigns one or more addresses to the project itself. This can be used in custom reports in the project.

See Also

Project Setup

Project Custom Fields