Getting Started With Workspace
To learn about how to start using Workspace to manage your FDO prospects, start by watching this brief demo.
- What is Workspace?
- What are the benefits of Workspace?
- How do I access Workspace?
- Can I auto-populate Workspace with information from FDO?
- Is there a limit on how many projects I can track in Workspace?
- How does the assessment tool work?
- When FDO profiles are updated, are those updates reflected in Workspace?
- Is Workspace compatible with mobile devices?
- Can I create my own grantmaker or donor profiles?
- Are there any browser resctrictions to using Workspace?
New and Upcoming Features
- What features have recently been added to Workspace?
- What new features are coming soon to Workspace?
- What new features are being planned or considered?
- I don’t see the feature I’m looking for.
1. What is Workspace?
Workspace is a suite of features that helps you manage your funding prospects and the overall grant application process. Building on the tagging and “saved search” features that have been available in Foundation Directory Online, Workspace makes it possible to save records for your prospects and add information that helps you track in-progress and awarded grants, as well as maintain contacts, upcoming tasks, and notes.
2. What are the benefits of Workspace?
FDO’s Workspace makes fundraising easier and more efficient because it gives you a way to manage your prospect research and proposal process in the same place that you search for funders.
Before Workspace, you needed to do much of their work outside of the FDO application, downloading FDO profiles of prospects to copy-and-paste to offline documents or spreadsheets. With Workspace, you can do all your work inside of FDO, saving the funders you identify, organizing your prospects by type of fundraising project (such as general operating support, a capital campaign, or a specific program), and setting specific deadlines and fundraising goals that help you manage your workload and submit your proposals on time.
Workspace, like donor management software, gains value the longer you use it: As more grant requests are made and more notes and contacts added, Workspace can serve not only to track current proposals, but also to track relationships with funders over time.
3. How do I access Workspace?
Workspace can be accessed from anywhere within Foundation Directory Online through the "Workspace" link in the top menu. Clicking this link will take you right to the Workspace dashboard.
Alternatively, you can access Workspace from a grantmaker profile. If you find a grantmaker that you want to save as a prospect, click “Add to Workspace” under the Tools section on the right of the grantmaker profile screen. You will then be prompted to create a new grant request for the grantmaker you identified, and when you save it, the grant request will open in Workspace where you can fill in more details.
- A grantmaker’s name, EIN, address, and website URL are all pulled in from its FDO profile. This information can be viewed on both the prospect record for a particular grantmaker, and also for any grant requests associated with it.
- In the assessment tool, assessment criteria relies on grantmaker data contained in FDO profiles. In order to evaluate the fit between your organization and a grantmaker, the following information from the grantmaker profile is used, where available:
- Fields of Interest
- Program Areas
- Population Groups
- Geographic Focus
- Types of Support
- Financial Data
- Selected Grants
- Application Information
5. Is there a limit on how many projects I can track in Workspace?
No, there are no limits on how many projects you can create in Workspace. Projects work much like folders on your computer in the sense that they are primarily used for organizing, so you can create as many as you need.
6. How does the assessment tool work?
The assessment tool guides you through nine specific areas of a prospect’s FDO profile so you can evaluate the fit between the foundation’s giving interests and your funding needs. All of your ratings and comments on the individual criteria are collated so can rate your overall assessment fit with the foundation, which is then displayed on the grant request overview.
7. When FDO profiles are updated, are those updates reflected in Workspace?
Yes. All grantmaker data in Workspace comes directly from FDO and is updated in real time. Any changes in a grantmaker’s FDO profile (such as a new address or website URL) is immediately reflected in Workspace for grantmakers you have saved as prospects.
8. Is Workspace compatible with mobile devices?
Workspace is formatted for use on any computer or tablet, and while it is completely functional on smartphone screens, it is not fully mobile-responsive to the smaller screen size the way the rest of FDO is (that is, you must “pinch-and-zoom” on phone screens).
9. Can I create my own grantmaker or donor profiles?
You can add grantmakers from FDO to your Workspace by clicking the Add to Workspace link on the grantmaker profile. You cannot create Workspace records for other grantmaking entities (such as individual donors or government agencies) that are not in FDO.
10. Are there any browser resctrictions to using Workspace?
All up-to-date browser versions are supported, including Internet Explorer 9 and above, Firefox, Chrome, and Safari for Mac and Windows. Please note that Internet Explorer versions 8 and previous are not supported, and that Microsoft has dropped support for Windows XP.
New and Upcoming Features
- Top-level contacts view
- Top-level tasks view
- Import prospects and contacts
- Export functionality on some screens
- Printer-friendly grant requests
- Calendar for deadlines and tasks
- E-mail alerts for deadlines and assigned tasks
- Plug-ins and integration with CRMs and donor management software
- Checklists for grant applications and requirements
14. I don’t see the feature I’m looking for.
Let us know if there is a feature you would like to see added to Workspace!