How to Create a TerraFund Site Profile

Once you have created your project, it is time to set up your site profiles. An individual site is the most important unit for reporting on TerraMatch, demarcated as precisely as possible to cover the exact areas where restoration activities are occurring, including but not exclusive to tree growing. 

​A site may encompass several polygons, representing spatially separate areas of work and/or different land use type, e.g., agroforest and natural forest. To determine how many site profiles you will need for your project, please review this article. Every site establishment case will be different, and if you have challenges or need assistance, please reach out to your project manager or [e-mail]. 

To create a site on TerraMatch, follow these steps:

Start the process to add a site:

1. Log in to your TerraMatch account.
2. Click on "My Projects" at the top of the page.
3. You can add a site from either of two starting points:
   1. Directly from the "My Projects" page
   2. From the "Sites" tab within the project dashboard

Add a New Site

1. Once you press "Add Site," you will enter the site establishment flow.
   1. You will need to add basic information about your site, including site name, target land use type and restoration strategy, approximate size, biophysical characteristics, planting start and end dates, land tenure, and polygon collection methodology, polygon(s) or points indicating the location(s) of restoration work, and at least one photo (you wil be able to select visibility status on any media you upload).
   2. You can find the Site Establishment Checklist here
   3. You can find detailed guidance on how to generate location data here 

Note - Saving Your Progress

• Take your time! TerraMatch automatically saves your progress, so you can exit the site creation flow and return to your draft site any time
  • To leave the site creation flow, press "Close and continue later"
  • You can access and continue working on your draft site profile in the same places you started the site creation process; either from the "My Projects" page or via the Sites tab within the project dashboard.

Submit Your Site

• Once you have added all the required information for your site profile, press "Submit," and your site will be submitted for your project manager or portfolio specialist to review. You will not be able to edit your site while it's under review. Your project manager will request any further details, as needed, via TerraMatch, and will approve your site once all details are finalized.

Add Multiple Sites

• Add as many sites as you need for your project. You should work with your project manager to determine the siting strategy that your project will use. See this guidance on the broad categories that projects fit into in terms of siting strategy:

Manage Site Profiles

• You can view your sites either on the "My Projects" page or within the "Sites" tab of the project dashboard.
  • You can delete draft sites if needed, by pressing the trash can icon.
  • You can submit edit requests for your project manager to approve by pressing the "Edit" button in the banner image of your site page. 

To learn more about how to submit reports for your TerraMatch project, please review this article: How to Prepare and Submit Your Reports on TerraMatch