Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.

PTP & Palante Tech held a two-day PowerBase & Organizing training in New York City on September 20-21.

To access the complete CiviCRM guide online, click here.

We covered the following:

  • Adding a new contact
  • Tracking turnout & collecting data from forms on your website (Profiles)

Understanding CiviCampaign

In organizing, much of our work is organized into campaigns. Your database should reflect how you do your work, right? This online training focuses on CiviCampaign. With CiviCampaign, you can:

  • connect events, communications, fundraising, and activities all under one campaign "umbrella"

A tutorial on how to:

  • Filtering & Sorting
  • Understanding Clean Data/Paste Special
  • String Parsing (or, how to make messy data CLEAN!)
  • Merging Data
  • Formulas
  • Creating a Chart / Graph
  • Pivot Table

A tutorial on how to:

  • Orient yourself in Excel and find the tools you need (menus, tools)
  • Enter data correctly and use the right lingo (sheets, columns, records, cells)
  • Format spreadsheets & data exactly how you want (data types, column headings, copy & paste, inserting/deleting rows or columns)

Understanding the PowerBase concept of Profiles (also known as Sets of Fields)

Make data entry easy, collect information via a form on your website, or create a member directory online. This is all possible using PowerBase profiles. We cover profiles and how useful they can be in this online training.

  • using the batch update mechanism

Understanding the PowerBase concept of Activities

  • Using Activities
  • Different Activity Types
  • Assigning them to other PowerBase users
  • Displaying Activities (upcoming, overdue) on your dashboard


The training will walk through setting up personal contribution pages:

Setting Up Personal Contribution Pages

Want to raise money for your organization easily and get staff, organizers, and members involved? PowerBase makes it possible for individuals to solicit donations easily and track their progress publicly.


Here are materials from the Partnership Project Summer Camp 2011 on the presentation about mining your data and building a culture of using data in your organization.



A tutorial on membership in PowerBase:

Understanding Membership in PowerBase and how to use it

  • adding a membership in PowerBase
  • membership renewal
  • extending memberships via relationships (to spouses or org staff)
  • using membership reports