ConPro now allows you to see at a glance the following strategy effectiveness measures information:

1. Progress made implementing action and monitoring plans
2. Progress made accomplishing stated objectives
3. Strategy effectiveness indicator measurements

The “Strategy Effectiveness” tab has been completely redesigned to display the most recent information and changes over time for objective and indicator measurements.  See the “Action Plan” tab for the progress made implementing action plans.

You can view measures information for specific objectives, indicators, or actions by clicking on individual measures links or reveal all information on the page by using the check boxes at the top of the page.

For more information about these strategy effectiveness measures, see the online tutorial available at: http://elearn.tnc.org/cap/sem/player.html

For each conservation project, ConPro can contain information about the objectives of the project, the focal conservation targets, the threats to those targets, and the strategies the project team is using to alleviate those threats. It may include information about the indicators of viability that the project team has selected, and about the periodic monitoring of the effectiveness of the project's strategies. The data reflect The Nature Conservancy's Conservation Action Planning process (based on the Open Standards for the Practice of Conservation from the Conservation Measures Partnership), and data in a CAP Workbook or Miradi can be uploaded to ConPro using an automated process. For more information and examples of what ConPro can do, go to the ConPro Brochure (PDF)

CAP (Conservation Action Planning) is TNC's integrated process for planning, implementing, and measuring conservation success for its conservation projects. ConPro is a tool that captures much of the detail of that process and provides the information about specific projects and reports that summarize our project work. You can find more information about CAP at http://conserveonline.org/workspaces/cap.

A "conservation project" is defined as a set of strategies taken by a defined group of practitioners working to achieve specific conservation goals and objectives for a set of conservation targets. *

* This does not include Ecoregional Planning (ERA) efforts. Nor does it include individual "Real-Estate Transactions," such as those tracked in the Conservation Land System (CLS). We recommend capturing information for conservation projects where The Nature Conservancy is investing at least $5,000 per year in average annual operating costs (including staff salaries).

Here are some specific examples people have asked about:

1. A GIS exercise to identify and prioritize important subwatersheds across a state?
   No - this fits within the "setting goals & priorities" step of Conservation-by-Design that leads to the identification of priority places and important issues/opportunities for the launch of conservation projects of many types and scales.
2. An experiment to restore fen characteristics by replicate beaver activity in a degraded fen at a portfolio site?
   The project here is likely to be either the portfolio site (if TNC is working to achieve outcomes across the whole portfolio site) or the fen, if TNC is only focusing attention on the fen. If TNC is involved in some broad strategies affecting the whole Portfolio Site (addressing particular targets and threats) but has a substantial focus of attention on the fen (addressing fen-specific targets and threats) then there may be two conservation projects with the fen project nested under the "parent" portfolio site project.
3. A combined planning/stewardship/experimental design project for landscape-scale restoration across multiple portfolio sites?
   Like (2), the decision to include the restoration activities within the individual portfolio sites or as a separate multi-site project will depend on TNC's interest and involvement in other activities at the portfolio sites. From the brief description provided, this would fit within the scope of a single multi-site conservation project.
4. A workshop to educate managers about proper road-stream crossing construction and maintenance?
   No - this would be a specific action to achieve a stated objective within the scope of particular project.
5. A paired watershed study in an agricultural portfolio site to examine the effects of conservation best management practices?
   The project here is likely the agricultural portfolio site and the paired watershed study would be one of several actions likely taking place to conserve the site.
6. A prescribed fire?
   No - this would be a specific action to achieve a stated objective within the scope of a particular project.
7. A GIS model to identify regionally important bird stopover sites within and outside of existing portfolio sites?
   No - this fits within the "setting goals & priorities" step of Conservation-by-Design that leads to the identification of priority places and important issues/opportunities for the launch of conservation projects of many types and scales.
8. A literature review to document and evaluate the effects of fire on conservation targets?
   No - this work would be done in the context of addressing the needs of conservation targets located within a particular project or projects.
9. A CAP? We are currently undergoing a rapid CAP process. Do each one of these get entered?
   Yes - the CAP should include a specific scope and target occurrences that defines the conservation project.
10. A large scale dune restoration effort focusing on invasive species removal at a portfolio site?
    No - this would be a specific action to achieve a stated objective within the scope of a broader project to conserve the portfolio site.

To log in to ConPro, click the green "Log-in" button at the upper-right corner of the screen. Nature Conservancy staff log in using their entire email address (e.g. jsmith@tnc.org) as the username and their email password. Non-TNC staff use whatever password they chose when registering for ConPro.

There are two ways to find a project in ConPro:

1. Browse
   If you know the name of the project you're looking for, you can go straight there. On the ConPro home page, there is a drop-down box labeled "Select from a list of projects" to see an alphabetical list of all the projects in ConPro. Click on the one you want to view information about. You can also start typing in part of the project name into the box labeled "Enter name of project", which is helpful when you don't know the exact name it's listed under. Note that if you are not logged in, only public projects will be visible.
    
2. Search
   There are three kinds of search: the main search box on the home page (or click on "Search" in the gray tabs at the top of the screen) to search all of ConPro similar to Google, click on Advanced Search (to search a specific field like project name, strategies, operating unit, etc.), or choose "Search Public ConPro Projects and Partner Sites" to search public ConPro projects AND projects on several partner sites as well. To find out more about searching in ConPro, read the FAQ: What's the difference between "Advanced Search" and "Full-text Search?"

The default search (accessible using the Search ConPro box on the home page or the gray "Search" button at the top of the screen) searches for the word or phrase you specify anywhere in the project information. If you searched for "Alaska" in the default search, it would return the projects in which the Operating Unit (OU) is Alaska, as well as projects that had targets that contained "This target migrates to summer breeding grounds in Alaska" in the Target Description. The default Search also searches through the contents of other documents uploaded to ConPro (such as a pdf report associated with a project), unless you select the "Project Info only" radio button. This kind of search is recommended for searches that don't fit the fields in Advanced Search, when you want to search uploaded documents, or when you want as many results as possible.

Advanced Search searches for projects that have the value you specify in a particular field or fields. For instance, if you select "Alaska" from the OU dropdown, it will search for projects in which the OU, or one of the OUs, is Alaska (ignoring other fields and documents). This is generally the best way to find a project if what you're looking for is in one of the fields listed on this page (such as searching for a specific threat, strategy, target, or geography).

Public ConPro Project and Partner Site Search searches public ConPro projects (private records won't show up even if logged in), as well as several partner web sites (which also have lots of information about conservation projects).

The most likely cause of not seeing the project you're looking for is that it is a non-public project, and you are not logged in. If you are are part of a ConPro member organization, log in (using the gray "Log-in" button at the upper-right corner of the screen), and see if it appears. Staff of The Nature Conservancy will be able to see all TNC projects once logged in. Note that by default non-public projects will only be visible by logged in staff of that organization; for example Audubon staff will not see private TNC projects and TNC staff will not see private Audubon projects. However, it is possible to get access to view and edit private projects (as described in the "I logged in, but I still can't edit a project. Why is that?" FAQ).

It also may have a slightly different name than you are thinking of. If nothing comes up in the "Enter name of project" box on the home page, you should also try the main search function (on the home page, or click "Search" in the top list of tabs). If that doesn't work, you can click on "Advanced Search" (either from the home page, or the Search page) and try searching by the OU the project is located in (or partly in), searching for one or more of the words that you think are in the project name, or other fields you know something about.

The project ID is a number that ConPro uses internally to keep track of projects. You can generally ignore it and use the project name to identify projects. However, you may wish to note the project ID if your project's name has changed, may change in the future, or is similar to a different project. For example, there are projects called "Missouri River" in more than one state, so the project ID can help ensure you have the right one. The project ID will never change for a given project, and a project's URL in ConPro always includes the project ID.

We have created several commonly-requested reports (such as the most common threats listed in ConPro) that you can run at any time from the Reports page, and in many cases other reports people wish to run can be created on the Advanced Search page. However, if you have a request for a report which is not currently available, please contact us and we will try to accommodate you.

When you create a ConPro account, you will sign a "Terms of Use" agreement that applies specifically to the data you add to ConPro.  It states that you (or your organization) own your data, that you have the right to issue a Create Commons Non-Commericial Attribute Share Alike license for the data, and that you agree to the terms of that license.  (Note that if you decide a project is "private", the Creative Commons license is not applied.)  The full text of the Terms of Use agreement is here:

LEGAL DISCLOSURE AND TERMS OF USE FOR USER-GENERATED CONTENT CONPRO

The Nature Conservancy owns and operates the website ConPro (http://conpro.tnc.org/).  The purpose of ConPro is to advance the distribution and use of conservation data.

Users of ConPro are subject to the Terms of Use of The Nature Conservancy websites that can be found at http://www.nature.org/aboutus/misc/art5096.html except to the extent that additional terms are provided here for the distribution and use of conservation data.

Title to the Content on this Website remains with The Nature Conservancy or with the owner of User-Generated Content or otherwise identified on ConPro.   Those individuals creating content on or uploading information onto ConPro REPRESENT, WARRANT AND GUARANTEE they have the right to license User-Generated Content (UGC) to the Conservancy and agree to the terms of the License found on Creative Commons at: http://creativecommons.org/licenses/by-nc-sa/3.0/legalcode.  UGC Providers shall defend and hold harmless the Conservancy against any claims from third parties arising out of the UGC they provide to the Conservancy.

Use of Content on the Website is permitted by Users under the terms of the Creative Commons license for non-commercial purposes on the condition it is attributed to the Content owner. The full terms of the License can be found on Creative Commons at: http://creativecommons.org/licenses/by-nc-sa/3.0/legalcode.

Users agree to terms of the License and the Terms of Use.   Please read each carefully to fully understand your obligations and rights. 

Without a ConPro login, you can see all the information in all the public projects. You can download the information in CAP Workbook or Miradi format. You can create and download or print a .pdf file containing all the information for any public project. You can use the information in any way allowed by the Creative Commons License. You can search the public projects using the full-text or Advanced search functionality. You can also view summary information about ALL ConPro projects in the Reports section.

You can also register for a ConPro account, which is required before you can request edit access for existing projects, or get the ability to add new projects.

You can view a private project you are working on, and you can edit and update a public or private project you are working on. It's a two-step process. First, you create a ConPro account, then you ask the colleague who manages the ConPro project to share the ConPro project with you. If you are trying to grant a colleague edit access to a project you have created, follow the instructions under How do I grant edit access to others?

Click on the green "Register" button at the upper right of any ConPro page. ConPro will ask you for your email address. When you enter it and click submit, we'll send you an email to verify the address. The email will contain a link. Clicking the link will take you to the ConPro page where you can agree to the Terms and Conditions of Use, and then create your account. Your email address is your username. You will be asked to create a password that conforms to ConPro's password requirements.

By itself, a ConPro account does nothing for you - it does not automatically give you any privileges or capabilities. However, it is a required first step to get the ability to view non-public projects, or make edits or additions. If you are working on a project with Nature Conservancy colleagues, once you have a ConPro account your colleagues can share the project with you, allowing you to edit and update the ConPro record for the project. If you are affiliated with an organization that uses ConPro, a ConPro account allows you to view your organization's private projects, and to edit and update your organization's projects. To request access to a specific project (or to add a new project) once you have registered your ConPro account, contact your Organizational Lead.

Like any other user, you can see your organization's public projects. In order to see your private projects, and to edit them, the first step is to create a ConPro account. If your email domain identifies your organization (for instance, "@tnc.org" identifies an employee of The Nature Conservancy), your ConPro account may automatically give you full access to view all of your organization's projects. If not, you should contact your Organizational Lead.

Contact us if you would like your organization to be able to add projects to ConPro.

In order to edit a project in ConPro you need to have edit access for that project. To find out how to get edit access, please see the "I logged in, but I still can't edit a project. Why is that?" FAQ. Projects that were uploaded from Miradi cannot be edited online in ConPro (please see Why can't I edit my Miradi data in ConPro? FAQ), although you can update them by re-uploading from Miradi. If you're not sure whether or not you have access to non-Miradi projects, try following the steps below.

1. Log in to ConPro, using your email address and email password (for TNC staff, non-TNC staff use the password they created when registering for ConPro). Use the green "Log-in" button at the upper-right corner of the screen.
2. Select the project you want to edit by typing the name into the "Enter name of project" box or selecting a choice from the "Select from a list of projects" box on the home page, or choosing a result from a search. If you are authorized to edit the project, in the list of project pages (e.g. basic, viability, etc.) you will see an "Owner Functions" tab to the right of "Version History" in the set of tabs below the project name and above the project details. If not, check the "I logged in, but I still can't edit a project. Why is that?" FAQ.
3. The next step depends on whether you're making edits online or uploading a CAP workbook or Miradi file:
   1. If you wish to make edits to your project online using web forms:
      Click the gray "Edit Project" button over the list of tabs and below the project name to go to the online edit screens. You will first see the basic information edit screen; to edit other information click one of the links below the project name to go to that page. When you have finished making edits to a page, hit save, then choose the next edit form from the list above. When you have finished, click the "View project info" button above the list of pages. Note that by default when you make edits using the web forms, they overwrite the data that was previously there.
   2. If you wish to upload information from a CAP workbook or Miradi file:
      First, you need to generate a data pack. If you do not know how to do this, read the FAQ: "What is a data pack" if using the CAP workbook, or "How do I upload/download data between Miradi and ConPro?" if using Miradi.
      Click the "Owner Functions" tab, then on the "Upload Datapack" link. Click the browse button and locate the data pack (either from the CAP workbook or from Miradi) you wish to upload. Click the upload button. When you upload a new data pack, it replaces the existing information, but the older information is archived and can be retrieved.

There are some fields that can only be edited in the CAP workbook or Miradi and uploaded to ConPro, but are not available for direct editing via the web forms. For more information, see the "What can I edit in a CAP Workbook that I can't do online?" FAQ. Also, once a project is uploaded from Miradi, it is no longer editable via the web. To read more about this issue, read the "Why can't I edit my Miradi data in ConPro?" FAQ.

Only Organization / Operating Unit (OU) leads or the system administrator can add projects to ConPro, in order to limit accidental duplication of projects. If you are an Organizational lead or OU lead, log in and go to the ConPro Home Page. Select "Add" from the gray tabs at the top of the screen and follow the instructions. You can add a new project either by filling in web forms from scratch, by uploading a miradi data pack, or by uploading a CAP workbook data pack. If the "Add" tab is grayed out and not clickable, please get in touch with the contact person for your organization or OU. If you should have the ability to add a project but the "Add" tab does not work for you, please contact us.

Once you have added your new project, you can make updates as described in the "How do I edit a project in ConPro?" FAQ, and grant edit access for the project to others as described in the "How do I grant edit access to others?" FAQ

You must be authorized to edit a project by the primary project contact, whose name and email address is displayed with the project information, or by your organization's or operating unit's ConPro contact FAQ. This works the same for all organizations, edit access to projects is never automatic. If you cannot even see the project you wish to edit, please see the "I can't find the project I'm looking for, but I know it's there." FAQ.

Projects that were uploaded from Miradi cannot be edited online in ConPro (please see Why can't I edit my project in ConPro? FAQ).

Please keep in mind that you do not necessarily need to log in to view information, search, or generate reports. However, until you log in you will only be able to see public data (marked as "Make project public"). If you need to view all data (for your organization only, private projects of other organizations will only be visible if they specifically grant you access) and/or make edits, you will need to log in.

Log in using the green "Log-in" button at the upper-right corner of the screen. Staff of The Nature Conservancy use their email address and email password, non-TNC staff use the password they created when registering for ConPro. If you forgot your password, click on the "Forgot your password?" link on the login screen.

These are the people in each organization / operating unit who can add new projects to ConPro, edit any project within their organization, grant edit access to others, etc. Please contact the person listed for your organization or OU for assistance with ConPro.

Partner Organizations

The Nature Conservancy

Note: In order to add a document or link to a project in ConPro you need to have edit access for that project. To find out how to get edit access, please see the "I logged in, but I still can't edit a project. Why is that?" FAQ. If you're not sure whether or not you have access, try following the steps below.

1. Log in using the green "Log-in" button at the upper-right corner of the screen. Staff of The Nature Conservancy use their email address and email password, non-TNC staff use the password they created when registering for ConPro.
2. Select the project you want to edit by picking it from the list labeled "Select from a list of projects" on the home page, or by typing in part of the project name into the box labeled "Enter name of project" on the home page and clicking on the project you want, or choosing a result from a search. If you are authorized to edit the project, you will see buttons labeled "Add Associated File" (to upload a file such as a pdf, image, word document, zip file, etc.) and "Add Associated Link" (to add a link to another web site) below the project name and above the project details. If you don't see these buttons, check the "I logged in, but I still can't edit a project. Why is that?" FAQ.
3. Next, to add the document or link:
   1. To add a file to your project:
      Click on the "Add Associated File" button. Provide a short title and a description, and hit the browse button to locate the file you want to upload. Hit save. Click the "Go to project info page" link to return.
   2. To add a link to another website to your project:
      Click on the "Add Associated Link" button. Provide a short title and a description, and enter the URL that you wish to link to. Hit save. Click the "Go to project info page" link to return.
4. The link or file will now be available to view or download when you click "See Associated Info" on the project page, and the number after "See Associated Info" will update to indicate that an additional file is available.
5. If you wish to delete or rename uploaded files or links, login to ConPro, go to your project, and click on "Owner Functions" (to the right of "Version History" on the list of tabs below the project name), then on "contents." Check the box next to the file or link in question, and hit either the delete or rename button.

Locking a project means that no one can edit the project except for the person who set the lock. This is used to prevent people from making conflicting edits to a project. For example, if someone downloads a data pack with the intent of making updates via their CAP workbook, if a lock isn't set another team member could potentially make other edits while the first team member was updating their workbook. If you will have more than one team member making edits to ConPro locking your project is recommended unless you only plan to make updates via the web forms. If someone on your team has edits to make, they can email the person who set the lock to be sure that all edits are applied and won't get overwritten.

Note that uploading a Miradi data pack to ConPro automatically prevents web edits and upload of CAP workbooks, but cannot be locked to prevent further Miradi uploads. For more details, see the "Why can't I edit my Miradi data in ConPro?" FAQ.

To set a lock (for a project not already locked by a Miradi upload):

• Log into ConPro.
• Select a Project for which you have edit access.
• Click the open padlock icon to the left of "Download Project":
• Click the link that says "Click here to set lock".

Once you set the lock, the open padlock icon will change to a closed padlock: . Click this icon, and then the "Click here to remove this lock" link that appears to remove the lock so you can make edits again (either via the web forms or by uploading a modified data pack).

Sharing a project in ConPro with the public is pretty easy:

1. 1. Log in using the green "Log-in" button at the upper-right corner of the screen. Staff of The Nature Conservancy use their email address and email password, non-TNC staff use the password they created when registering for ConPro.
2. 2. Go to your project, and click the "Owner Functions" tab (to the right of "Version History") below the project name. Click on "Edit Project."
3. 3. On the screen you come to, there's a big "data sharing" box with a radio button that says "Make project public?". If you switch that from "no" to "yes" and hit "save changes" below, your project will be publicly viewable.

To mark your project as public using Miradi:
Open your project in Miradi, go to the Summary View, and click on the TNC tab. Next to "Data Sharing" you will see the text "Share Outside of TNC?" and a radio button. Switch this radio button to "yes", and upload your project to ConPro. The project will now be viewable to the public.

To mark your project as public using the CAP workbook:
On the home page, double click on "projects and targets", and select "project information". Near the bottom is a field called "Approved to share outside TNC?" which you can set to yes. You can then create a revised data pack (see What is a data pack?) and upload it to ConPro (see How do I edit a project in ConPro?). The project will now be viewable to the public.

Follow these steps to grant access to others:

1. Log in using the green "Log-in" button at the upper-right corner of the screen. Staff of The Nature Conservancy use their email address and email password, non-TNC staff use the password they created when registering for ConPro.
2. Go to your project's ConPro page (by selecting it on the home page of ConPro or clicking on a search result)
3. Click the "Owner Functions" tab (to the right of the "Versions" tab and below the gray "Add Associated File" button), then click the "Sharing" link.
4. Type in the email address (or for TNC staff just the part of their email before @tnc.org) of the person you wish to grant access to in the form under "share project" and hit add (you can grant edit access to someone from any organization, but they must have registered for ConPro first).
5. Send an email to the person you added to let them know they now have edit access. When they log into ConPro they will now be able to make edits and grant edit access to others.

We are currently in the process of transitioning to a new and improved web map for ConPro, but in the meantime we recommend you simply Contact Us for instructions. However, the process outlined below should still work for most people. Non-TNC staff should contact us for details about how their spatial data will be managed and displayed.

To upload a shapefile for the boundaries of your conservation project, you must have edit access to the project you wish to upload a shapefile for (if you do not, see the "I logged in, but I still can't edit a project. Why is that?" FAQ).

Go to ConPro Spatial (http://ecad.tnc.org/ConProSpatial) by clicking the map on the ConPro home page or the "Maps" tab at top and choosing the first link, and log in. If you have edit access to a project, you should now see a "Spatial Data Upload" link on the left side of the screen (under "Tasks"). When you click this link, it will prompt you to choose a project to upload spatial data for, and a zipped shapefile to upload (it provides help if you're not sure about how to zip a shapefile). If existing spatial data exists for the project, it will be displayed and give you a chance to cancel your upload or proceed.

Any information in the attribute table of your shapefile will not be available, but the map will show the project name, contact person, and ConPro URL which are pulled dynamically from the ConPro record. Please note that if your ConPro project is not marked as public ("shareable outside TNC"), the project boundaries will not be visible to anyone who is not logged into ConPro Spatial.

If you have trouble with the web map, or have spatial data to submit for multiple projects, please contact us so that we can make the edits for you all at once.

If you wish to upload a shapefile other than simply the conservation project boundaries (e.g. a shapefile showing threats, or targets, or activities). For instructions, see: How do I upload a document (e.g. a word document, map, etc.) or provide a link to another website for my project?. However, these shapefiles will simply be available for download, and will not show up on the ConPro Spatial map viewer.

You can share public and private projects with your partners who are working on the project with you. First, the partner must create a ConPro account. Once your partner has a ConPro account, you can share a project with them in the same way you you share a project with a colleague from The Nature Conservancy. Note that this will grant them edit access as well as view access.

Miradi (www.miradi.org) is a new open-source, user-friendly conservation planning tool similar to the CAP (Conservation Action Planning) Excel workbook, but with a more visual step-by-step interface. It offers additional functionality as well (such as creating conceptual models and results chains that let you visualize relationships between the elements of your project), and is available to TNC staff for free (see http://home.tnc/conservationscience/cdis/conservationtools/#Miradi for download details).

Miradi fully supports the CAP process including KEA-based viability assessments and both the traditional stress-based threats analyses as well as a simplified threat ranking approach. Miradi also supports the development of workplans, budgets, and other tools to help practitioners implement and manage their project.

You can now upload Miradi projects to ConPro, as well as download existing projects in ConPro (which were developed using the CAP workbook or web forms) to Miradi. For those of you who want to convert data in your CAP workbooks to Miradi, simply upload them to ConPro and download in Miradi format. To upload a Miradi data pack to ConPro, you must be logged in and have edit access on the conservation project you wish to update.

For Miradi tutorials and other support materials, visit: http://conserveonline.org/workspaces/Miradi.

A Miradi-ConPro datapack is a file with a CPMZ suffix that contains all of your project information (including diagrams and information not displayed in ConPro). Miradi-ConPro datapacks are used to upload and download information from ConPro.

Before you can upload a Miradi project, you must fill in the following 4 required fields in Miradi in the Summary View:
Project Tab:
1. 'Project Name'
Team Tab:
2. There must be a 'Team Contact' with Name and Email filled out.
Location Tab:
3. 'Countries' : The country or countries where the project is located.
TNC Tab:
4. 'Operating Units (Field Programs)': For non-TNC staff, choose Non-TNC. TNC staff choose the organization unit(s) managing the project.

Also, you control whether the project is viewable publicly or only within an organization using the following field on the TNC tab:
5. 'Share Outside of TNC?': This field is misnamed, it actually means whether or not your project will be publicly viewable in ConPro. If set to 'No', it will only be visible to staff of your organization after they log into ConPro.

Once the fields above have been filled in, you can create the Miradi-ConPro datapack. In Miradi, open the project you wish to export. Click on the File menu, then "Export current project as", then "ConPro (CPMZ) file". Once you save the CPMZ to your computer, you can then upload it to ConPro, either as a new project, or as an update to an existing project.

To download a project from ConPro and view it in Miradi:

1. Click "Download Project" (below and a bit to the right of the project name)
2. Select "Miradi" from the options, and save the cpmz file

You can then open Miradi and click the import button to view the project.

All of your Miradi project information is stored as part of the ConPro database record. ConPro displays much, but not all, of the Miradi project content. To view 100% of the Miradi project information, you must download the Miradi-ConPro data pack and view within the Miradi application on your desktop computer.

The CAP workbook and ConPro are strictly tabular information systems (i.e., they do not include diagram views) whereas Miradi includes both diagram and tabular views of your CAP information. Within Miradi, edits made in the diagram mode simultaneously update the tables and vise versa. Because Miradi diagrams cannot be edited in ConPro, edits made in ConPro tables would lead to inconsistencies between tables and diagrams and create data matching problems when you download the information back to Miradi.

To make edits to ConPro records that came from Miradi, you need to download the project to Miradi, make the changes, then upload the revised project information back to ConPro. To upload the revisions, you will need to be logged in and have edit access to the project you wish to revise.

The CAP workbook and ConPro are strictly tabular information systems (i.e., they do not include diagram views) whereas Miradi includes both diagram and tabular views of your CAP information. Within Miradi, edits made in the diagram mode simultaneously update the tables and visa versa. Because Miradi diagrams cannot be edited in the CAP workbook, edits made to projects that came from Miradi would lead to inconsistencies between tables and diagrams and create data matching problems when you download the information back to Miradi.

To make edits to ConPro records that came from Miradi, you need to download the project to Miradi, make the changes, then upload the revised project information back to ConPro. To upload the revisions, you will need to be logged in and have edit access to the project you wish to revise.

You need to first upload the CAP workbook data pack to ConPro then download the data to Miradi. To upload the CAP workbook, you will need to be logged in and have edit access to the project you wish to update. If your project does not yet exist in Conpro, please see the "How do I add a project to ConPro?".

All conceptual model and results chain diagrams from Miradi will be displayed as *.PNG files in the list of Associated Files (Click the "See Associated Info" button below the project name and above the project details). Clicking on these files will allow you to open the diagram within any photo or graphics viewing software you have on your computer.

You must be logged in and have editing permission to manage the list of Associated Files for a particular ConPro Record. You will know if you have edit permissions because you will see an "Owner Functions" tab to the right of the other project info tabs (e.g. Basic, Viability, etc.) at the top of your ConPro record. If you don't have edit permissions, contact the Project Contact (or your Organizational or OU ConPro Contact), and request that they grant you edit access for the project record.

To delete the old diagrams, login to ConPro, go to your project, and click on "Owner Functions" (to the right of "Version History" on the list of tabs below the project name), then on "Contents." Check the box next to the diagram(s) you wish to delete, and hit the delete button.

The CAP Workbook, or CAP Excel Tool, is an Excel application that guides the user through collecting and organizing the data generated by the CAP process. Data in a version 6b CAP Workbook can be easily loaded from your desktop directly into ConPro. For more information about the CAP process, go to http://conserveonline.org/workspaces/cbdgateway/cap/resources/. From that link, click the "CAP Excel Tool" link to download the latest CAP workbook.

First, you need to download the current CAP workbook to your computer. Go to the following link: http://conserveonline.org/workspaces/cbdgateway/cap/resources/. Once there, click the "CAP Excel Tool" link.

Next, you need to load the data from the old CAP workbook into the current one: see the third paragraph of "What is a data pack?" FAQ for instructions.

ConPro contains much of the core functionality of the CAP workbook. In ConPro, you can:

• Enter and describe projects
• Enter and describe targets for a project
• Enter, rank and describe key attributes and indicators for a target
• Enter threats for a target
• Enter objectives for a project
• Enter strategic actions and associate them to objectives and threats
• Enter indicators and associate them to objectives and threats
• Rank resources for a project

There are features in the CAP workbook, however, that are not duplicated in ConPro. You can do the following only in the CAP workbook (or in Miradi):

• Combine targets from different projects to create a new Project.
• Enter and rank stresses to a target
• Rank and comment threats to a target
• Rank and cost strategic actions
• Enter, describe and cost action steps
• Describe and cost indicator monitoring activity
• Enter and describe nested targets
• Describe resources for a project
• Enter and use citations

Because uploading and downloading CAP workbook data is so simple, users of the CAP workbook may find it easier to continue using the CAP workbook to create and maintain their conservation action plans.

A "data pack" is a small Excel file that can be exported and imported by both ConPro and by a version 6b CAP Workbook. ConPro and the CAP Excel Workbook pass project data to each other by means of a data pack, because the file size of a data pack is much smaller than a full version of the workbook. However, it is designed to be viewed only by ConPro or the CAP workbook, opening a data pack directly will not be useful.

To create a data pack, you should have your data in the latest version of the CAP workbook. (If your data is in an older format, or you aren't sure, see the "How do I change an older CAP workbook into the latest version?" FAQ.) Once your data is in the latest version of the workbook, click on "workbook setup" on the home page of the CAP workbook, and select "Create CAP data pack."

Once the data pack has been created, it can be uploaded to ConPro (see the "How do I edit a project in ConPro?" FAQ) or emailed to someone for them to import into a CAP workbook for viewing. To import a data pack into a workbook, open both the workbook and the data pack in excel, click on "workbook setup" in the CAP main page, and select "load data from another workbook." Choose the data pack as the workbook you wish to import, and hit "load data from the selected workbook." You will get a message asking you if you wish to replace the data in the workbook with the data from the data pack, hit "Yes." Your import is now complete.

Note: Miradi also uses data packs to exchange data with ConPro, but it uses a different file format.

In order to ensure we can provide you with dependable, reliable systems, and in order to provide a better sense of when systems will be unavailable for planned maintenance, TNC has established the following standard system maintenance schedule. Planned system maintenance is performed during the following times (note the time zone):

1. Daily: 6:30 AM - 7:30 AM U.S. Eastern Time (GMT - 5)

2. Weekly: Wednesday 5:00 AM - 8:00 AM U.S. Eastern Time (GMT - 5)

3. Standard Monthly:  3rd or 4th weekend of the month. Starts Saturday 8:00 AM U.S. Eastern Time (GMT - 5).  End time depends on the maintenance being performed

"Nested projects" or "child projects" are sub-projects within a larger ("parent") project. For instance, there is a record in ConPro for the Upper Mississippi River program project, and there are also records for a number of sub-projects within that program. A sub-project could be a smaller geographic area (such as differenc branches of a river), or functional areas (such as having ecological and cultural information separated out). It is important to note when both a parent project and its sub-projects (aka "child projects") are represented in ConPro, in order to avoid overcounting.

To assign a "parent project", log into ConPro, go to the "child" project page, and click the "Owner Functions" tab to the right of "Version History" in the set of tabs below the project name and above the project details. Then click on "set parent project" and choose the parent from the drop-down list. This will update the page of both the child and the parent projects so that they each link to the other.

The ConPro database provides a searchable web-based home for conservation project information gathered through the application of TNC's Conservation Action Planning (CAP) process. To help conservation project teams track their progress in applying the CAP process, a voluntary CAP Basic Practices assessment tool has been developed to report on the degree of attention to each of the 10 steps of the CAP process. This assessment tool also serves as a list of best practices to aim for in the application of the CAP process. To report on CAP basic practices for your project, go the the "basic information" edit page (which is the first page you see when you begin editing), and click "Show CAP Basic Practices." Each standard has definitions on the page, click "Show Grade Explanation" to see them. Uses of the assessment tool include:

1. Compare implementation status among projects. The tool lets you understand the depth and quality of implementation of your work in the context of other conservation projects.
2. Facilitate peer-review conservation audits. TNC has a peer-review conservation audit program where staff voluntarily request an external review of their project relative to the CAP Basic Practices. Audit teams and project staff have requested a CAP Basic Practices assessment tool to help facilitate the peer-review process. By showing specific criteria associated with each step of the CAP process, it assists auditors in developing recommendations to improve each project.
3. Empower local projects to improve their application of CAP. This tool may help guide and track the application of the CAP process at the local (project) level. The tool outlines each of the 10 steps of the CAP process, going beyond a simple checklist to describe four different levels for applying each step. By showing a higher level of CAP application, it should provide goals and motivation for steady improvement for those staff assessing their own projects. It may be used in an iterative fashion to motivate continual improvement as their CAP plan evolves.
4. Focus training and support. If project staff from throughout the Conservancy report on their progress in applying CAP, training and support can be directed at those state and country programs that need it most. Tracking the degree of application of each of the 10 steps may also help focus attention on the steps that most need additional support and training.

The 10 steps of the CAP process are briefly described in a 2-page overview available at: http://conserveonline.org/workspaces/cbdgateway/cap/resources/1/CAP_2-pager.pdf/download and in more detail in a 20-page description available at: http://conserveonline.org/workspaces/cbdgateway/cap/resources/1/TNC_CAP_Basic_Practices.pdf/download.

Guidance for implementing each step of the CAP process is available at: http://conserveonline.org/workspaces/cbdgateway/cap/resources/.

First of all, it is essential to be sure that the project should be deleted. In some cases conservation practitioners are not always aware of what their colleagues in the same Organization or Operating Unit are up to. If you are certain that a project should be removed, please contact us.

If a project in ConPro is marked as usable only within the organization who created the record, users are restricted to sharing the data (tabular and spatial) only within that organization unless authorized by the project contact. Within this restricted community they are bound to the creative commons license used for shareable projects below.

For projects that are marked as public, ConPro is committed to a "conservation commons". This means information that is freely available for noncommercial purposes without restrictive terms and conditions. When you contribute content to ConPro, you as the author are contributing the information using an Attribution Share Alike (by-sa) license as defined by Creative Commons at http://creativecommons.org/. This license lets others share, analyze, tweak, and build upon your work for noncommercial purposes, as long as they credit you and license their new creations under the identical terms. This license is often compared to open source software licenses. All new works based on yours will carry the same license, so any derivatives will also prohibit commercial use. Details of this license are available on the link below. In ConPro you will soon see this logo and link at the bottom of all pages as a reminder of our licensing terms:

Once you have verified that it's OK to share data in a project, you can simply send others the URL to the project, or download it in either CAP workbook or Miradi format and send the data by email.

You can export all or parts of a project to a formatted .pdf file, which enables you to print the file, save it on your hard drive, or attach it to an email message. On the project page, click the grey "Download Project" button on the upper right above the white tabs. Then click "Download Project to PDF." You willbe able to select the sections of data you wish to download. Please note that any data sharing restrictions on the project also apply to the PDF file.

We do not currently have any system allowing a direct link between ConPro and ecoregional assessment (ERA) information. However, listing the ecoregions affected by your project in ConPro will ensure that people will be able to find this information. The Ecoregional Assessment Status Tool (EAST) (available on the TNC intranet only at http://conservationtools.tnc.org/east) contains basic information about ecoregional assessments and links to the full ERA reports. You can also see a map of where ERAs have been completed and get links to the reports at http://maps.tnc.org/coredata/.

As a first step, we have released a spatial map viewer for ConPro here: http://ecad.tnc.org/ConProSpatial. This allows you to browse, search, upload, and download the spatial data as well as to link back to the rich tabular information in ConPro that corresponds to each shape. However, we are currently working on quite a bit more spatial functionality.

We are working on replacing ConPro's spatial viewer with one that is much faster and easier to use. You can see a viewer similar to what we envision at http://maps.tnc.org/coredata/.

Eventually, we would like to better support the ability to create, manage, and explore spatial data for the various elements of a CAP such as targets, threats, and strategies. However, we first need to best define how to implement this and then begin work on altering ConPro, the CAP workbook, and Miradi to support it.