Questions, answered

Click Get started, then use Proto to configure Community Development Platform for your business. Start with one active program, its organization and a representative funding case.

A case holds its number, subject, status, owner, organization, program and revision. Community needs and attachments link to it.

Each need line has its own description, quantity, source and outcome of Pending, Accepted or Rejected. The reviewer considers those lines with the case evidence.

Independent Grant Reviewer records the decision and reason against the source revision being reviewed.

The review path separates Program Officer preparation from Independent Grant Reviewer approval. Rehearse that boundary with direct record access.

Operation runs, attempts and ordered receipts show the action and its result. The case receives a delivery reference after the result is confirmed.

The team investigates the provider reference and receipt before treating the case as Delivered. The run can show that reconciliation is required.

A successor revision receives its own review. Earlier decisions and receipts remain visible, and a follow-up action records any needed adjustment.

A reviewed source mapping can define the incoming fields for a program. Set up the connection and compare a sample record before importing live cases.