• Tools and Templates

HMIS Project Set Up Tool


Date Published: August 2021


The updated Homeless Management Information System (HMIS) Project Set Up Tool provides a general framework to support project setup in HMIS by system administrators. It assists system administrators in ensuring that all HMIS participating projects are set up using the appropriate HMIS project types and are collecting the required data elements. Accurate setup is critical for enabling your HMIS to generate System Performance Measures and project-level reporting to federal funders.

Using the HMIS Project Set Up Tool, system administrators will be able to enter up to three federal funding sources for a project to determine if they are compatible and are able to be used in a single project in HMIS. If the sources are not labeled “inconsistent program components,” they may be joined as a single project. The tool will indicate which HMIS project type should be selected in the HMIS as well as show each of the required HMIS data elements for the funding sources selected.

If you believe your system has the ability to allow the selected funding sources to be combined because of specialized functionality within the software, despite any warnings by the tool, please check with your HMIS Vendor/Provider before making any changes.

This updated Tool was released in August 2021 for the FY 2022 HMIS Data Standards effective October 1, 2021.

Note: This is a macro-enabled Excel workbook (.XLSM). After you download and open this file, you will see a warning message in yellow at the top of the workbook warning you about the macros. You must click “Enable content.” Persons using assistive technology may not be able to fully access information in this file. For assistance with the file or questions regarding how to use it, submit a question to the Ask A Question (AAQ) portal.

Resource Links

Author Organization
  • HUD
Resource Approver
  • HUD Approved