NFP EM Program Manager

The Program Manager manages the Not for Profit Programs. The Program Manager is responsible for monitoring the program performance including:

The Program Manager role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type

Custom Center Tabs

Portlets

Accounting

  • Home

  • Billing

  • Constituents

  • Vendors

  • Payroll and HR

  • Financial

  • NFP CRM Center

  • NFP Financial Center

  • Reminders

    (reminders with zero results still appear)

    • Overdue Grant Payments

    • Purchase Requests to Approve

    • Expense Reports to Approve

    • Tasks to complete (standard)

    • Tasks due today (standard)

    • Bills to Approve

  • Report Snapshots

    • Revenue by Program (on the left)

    • Expenses by Program (on the right)

  • Settings (standard portlet)

  • Navigation Shortcuts

    • NFP Program Management

    • Manage Programs

    • Transactions

    • Reports

  • Scorecard

    NFP Operations

    For details on custom scorecards, see Social Impact KPI Scorecards.

  • Key Performance Indicators

    • Grant Pipeline

    • Program Service Expenses

    • Restricted Revenue

    For details on the custom KPIs, see Social Impact KPIs.

  • Custom Saved Search

    Net Assets by Program

  • Trend Graphs

    Monthly Program Services Expenses (on the right)

Related Topics:

General Notices