Just like with monitoring, proper setup in Landscape for your particular acquisition workflow will help all of your acquisition projects run more smoothly for everyone. You must be a Landscape Administrator in order to perform most of these actions.
Step 1: Set up your Acquisition Checklist
Projects are where task checklists are used. Task checklists can be built on the fly, but if there's a checklist that's the same for every acquisition, you can just build that checklist in settings and apply it to the appropriate project when needed. After it's been added to the project you can customize it (edit/add/remove tasks) according to the needs of that specific project.
From Settings --> Work --> Checklists add a new checklist by clicking the (+) button. You can also edit an existing checklist like 'Purchased Conservation Easement'.
Give your checklist a name and add task groups and individual tasks. For more on tasks, check out this article:
The 'required work' column specifies what kind of work the user has to enter in order to be able to mark the task as 'Completed'. This is useful if you want to ensure that users are actually filling out the property record as the project is being completed.
Step 2: Set up your Budget Template (optional)
Budget templates, like pre-built checklists, allow you to say 'we usually want to track these expenses on any given project, and here's how much they usually cost'. Of course after you apply the budget template to the project you can customize it to suit the needs of that particular project. You only need to set up a budget template if you choose to use the project budget feature.
Go to Settings --> Work --> Budget Templates to add a new template or edit an existing one.
Add individual budget items and give them the appropriate category. Assign a quantity, unit, and unit cost (these can be changed once they're in the project). You can add additional categories through Settings --> Work --> Cost Categories.
Step 3: Set up any forms you need (optional)
Forms can be used in any asset/work item. This means that if you have an approval form for potential properties, you can build it and then apply it to an approval asset to capture the necessary details of that approval:
Alternatively, since you can use the Mobile App to collect Site Visit records for Property records (rather than the default Stewardship Sites) you could also have a form for field staff to fill out on their initial visit to the property:
These forms can be built from Settings --> Work --> Forms. More on forms here.
Other optional steps:
- Report Templates - If there are reports that are requested on a regular basis -- say project status reports for board meetings -- then it may be useful to create a report template so you can generate the relevant summary information whenever it's needed. If you'd like a to see a default project status report template, you can request one from support.
- Views and Widgets - You can change you default dashboard to reflect only work which is appropriate to you. So, for example, you may want to create a widget that displays all of your outstanding tasks on a timeline. Or a map view which summarizes only active property information.
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