Planner Application Business Practices for Forest Legacy Projects
Create Forest Legacy projects and add planned activities.
Creating a Forest Legacy project
All Forest Legacy projects (Easement and Fee Simple) should be entered as a Project under the appropriate DPA Plan Year (work plan) by the Forest Legacy Coordinator. Click ‘+ Create’, ‘New Project’.
Details
Project Name: Name as it appears in the Forest Legacy Information System (FLIS) project brief. (e.g., South Boulder Creek Watershed, not Tolland Ranch)
Deed Name: Name on property deed (if different from Landowner name)
Status: related to the time of entry into GeoTracks before or after monitoring
Planned: A Forest Legacy project that is being developed, not closed
In-progress: After property/project closing, CE complete.
Do NOT use ‘Completed’ or ‘Closed’
DPA Plan: Select appropriate Area DPA FY plan (e.g., Forest Planning and Implementation FY 2024)
Staff Responsible: FLP Coordinator
Unit of Measure: select ‘Acres’
Dates: use date of project completion/closing
Start: project initiation date – could be date of multi-resource management plan (if prior to or during development of project) or date of project completion/closing.
End: none (in perpetuity)
Comments: any other relevant information
Location
Input landowner location address via search function or drop a manual point (property polygons will be entered as a Plan Activity in GeoTracks Web or Mobile).
Landowner
Add relevant landowner information by searching the landowner database (ADD LANDOWNER button) or creating a new landowner (CREATE LANDOWNER button) record. Update landowner information as needed.
Note: a landowner record can be created beforehand using the “Landowner” tab in Planner.
Note: One landowner should be where Notices should be sent To Grantor, as identified in the Conservation Easement.
Funding
Add appropriate FLP Admin account and the Forest Legacy Monitoring Endowment. All Forest Legacy projects should be tied both admin and monitoring funds.
Continue adding funding sources, if additional.
Add ‘22 Fund Management Projects’ if a stewardship plan (multi-resource management plan) is going to be developed by CSFS.
Add ‘Forest Stewardship’ if a stewardship plan (multi-resource management plan) is being developed by consulting forester.
Add ‘Forest Stewardship’ for Forest Management Treatments. Account number can be left blank, work will need to be done on the back-end to assign account number.
Click Save. This will bring you to a project overview page. Now it’s time to enter planned activities in Planner.
Create Activities in Planner
From the Planner summary page, select ‘+ Create’, select ‘Activity’.
OR
Through the Project card. Click on ‘Projects’ from Planner toolbar to reach the project overview page. From project overview page click on the summary and create new activity by clicking ‘NEW’ then ‘New Activity’.
Summary
Activity Name: no current guidance on naming convention, can be common name of property
e.g., Tolland Ranch Monitoring 2024, BDSR Thinning, Silver Mountain Site Visit
DPA Plan: tie to desired DPA plan
Note: The DPA will autofill when adding the activity through the Project card
Project: tie to project you just created or desired project
Note: The Project will autofill when adding the activity through the Project card
Category: choose appropriate category
For yearly monitoring, choose ‘Landowner Assist’
For stewardship plan development, choose ‘Plans’
For site visits, choose ‘Landowner Assist’
For management activities, choose ‘Forest Management Treatments’
Type: choose appropriate type
For yearly monitoring, choose ‘Forest Legacy Monitoring’
For stewardship plan development, choose ‘Forest Management’
For site visits, choose ‘Site Visit’
For management activities, choose appropriate type
Unit of Measure:
For monitoring & site visits, choose ‘Each’
For forest management activities, choose ‘Acres’
For plans, choose ‘Acres’ captured under plan
Unique ID: enter NA
Comments: include any optional, relevant notes about the project
Status: enter Planned, In Progress, Completed
For monitoring, Planned if inspection date is scheduled/known or Completed. Enter UOM = 1.
For stewardship plan development, select Planned if CSFS staff will write a stewardship plan in the DPA fiscal year or Completed for existing plans. Enter UOM = # acres covered by plan.
For site visits, enter UOM = 1.
For management activities, enter UOM = # acres treated.
Location
The activity should be tied to the project point location. Make sure the box “Use Project Location” is checked.
Choose the field office where the activity will be located.
Funding
Add the funding source supporting the activity.
For monitoring, add Forest Legacy Monitoring Endowment Account
For stewardship plans developed by CSFS, add ‘22 Fund Management Projects’
For stewardship plans developed by consulting foresters, add ‘Forest Stewardship’
For forest management activities, add ‘Forest Stewardship’. Account number can be left blank, work will need to be done on the back-end by program and administrative staff to assign account number.
Landowner
Review project landowner for accuracy
Opportunity to add a landowner for specific activities.
Personnel
Select personnel to assign to the activity (e.g. FLP Coordinator, forester, plan preparer).
Save Activity
Note: It is necessary to edit the activity in GeoTracks Web or Mobile after it has been created Planner in order to record additional details and upload polygons for stewardship plans and forest management treatments. If the activity was created in Planner then the Details tab can be found in the Activity card on the left side underneath the Summary tab. If the activity is created in GeoTracks, the activity card opens on the right side of the screen after saving. Then Details can be added by clicking the Details tab under Summary and then clicking Edit from there.
Continue adding planned activities for the project, as necessary.