How to Complete Your TerraMatch Project Profile

This article provides guidance on how to complete your project profile on TerraMatch. A project profile reflects the scope of work and targets you agreed to in your finalized contract.  

[Please note: if your project is funded through the Priceless Planet Coalition (PPC), you will follow a different flow to create your project profile. LINK TO GUIDANCE TO COME.]

Overview

Step-by-Step Guidance for Profile Completion

Overview

Your team and project managers will be able to view the description and targets of your project within the project profile, and when you report on project progress across all your sites and nurseries, those numbers will aggregate up to the key indicators displayed on the page, so you can track progress over time. 

Your project profile will be created when your application is officially “Approved” on TerraMatch. Once this happens, you will get an email notification and you will then be able to access and update your project profile. 

Note: Most of the information required for your project profile will be ported over from your application; you will need to verify that the information in your project profile matches your finalized contract, and then add a few more key details. 

If your project is funded under the TerraFund 3 cohort, the additional details you'll add to your project profile are:

• Restoration start and end date
• Project partners' roles
• Tree total broken down by restoration strategy (tree planting, direct seeding, and assisted natural regeneration)
• Hectare total broken down by restoration strategy and target land use
• Details on your project's siting strategy (though you can raise questions for your project manager about this, if you have them!)
• Nursery details including your seedling procurement approach, the number of nurseries you'll build/expand/manage, and the goal for how many seedlings you'll grow (if applicable)
• Short narrative descriptions of your jobs, volunteers, and direct beneficiaries targets

Please access your project profile on TerraMatch for additional guidance on what is required for each of the points above.

You can also find a checklist of all the fields in their project establishment form attached to this article, for reference. 

Step-by-Step Guidance for Profile Completion

• Log in to TerraMatch
  1. If you need any help logging in, you can access our guidance on how to reset your password here, or contact [e-mail])
• Find your project "card" on the homepage, in the "Projects" action center:
• Your project will start out in "Draft" status, which means you can edit the details.
• Review all fields in all 8 sections of the project establishment form. You can navigate through the form by clicking on a section in the left-side navigation or pressing the blue "Next" button in the bottom right corner.
• Most fields will be filled out with the details from your application. Please check that those answers do align with your finalized contract, and fill in new required details. Required fields will be marked with an asterisk (*), and you'll see icons in the navigation to indicate any missing data/errors on required fields (see screenshot below for examples):
• If a number is showing on a section in the form, it means you have yet to visit that section. 
• Once you fill out all required information in a section, you'll see a check mark icon by that section  
• If you can't complete your project profile form in one session, you can save and exit the form by pressing "Save and Exit" in the bottom right corner (you'll see a modal after you press this button, and will have the option to cancel and return to the form, or to confirm your exit).

• After you exit the project establishment form, you'll land on your Project Overview page. To access the editing flow again, find the “Project Set Up” section on the right of the page, and press "Continue." You can also press any form section in the "Project Set Up" section to directly access and edit that section.
• Once you have made all updates needed, you can review your answers on the "Review Details" page. When your form is complete, you'll see a green check on each section. If you need to review answers in a section, you can press the down chevron. If you need to edit a section you can press "Edit." Action options highlighted in the screenshot below:
• Be sure to press “Submit” once your form is complete. This will send your project profile to your Project Manager for review, and close your project profile for editing. 
• Your Project Manager will either reopen the page with a request for more details on some of the fields, or approve the project profile.