These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Corporate Event Planner
- Data model and import order
The tables behind Corporate Event Planner
Corporate Event Planner ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Event planning:
Events holds the schedule, capacity, owner, organization and venue.
Budget review:
Event budgets links budget lifecycle to the event and organization; review decisions records the independent decision.
Admissions and payments:
Admissions records reserved and admitted quantities; payment evidence records provider effects.
Operations and files:
Operation receipts holds guarded action results; record attachments stores event evidence.
Organization and access:
Organizations, Venues, team members and Users identify operating scope and staff.
Every table, by feature
- Event planning5
- Budget review6
- Venues and organizations6
- Admissions4
- Payment evidence5
- Review and operations7
- Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Organizations
Operating organizations that own events, venues and team members.
- Team members
Staff membership linking a platform user to an organization and role.
Linked to Organizations, Users - Venues
Physical or virtual venues and resource providers used by events.
Linked to Organizations - Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Linked to Events
- Event budgets
Corporate event budget records submitted for review and completion.
Linked to Events, Organizations - Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Organizations
Operating organizations that own events, venues and team members.
- Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Events, Team members - Payment evidence
Provider payment authorizations, captures, refunds and voids.
Linked to Events - Admissions
Reserved and admitted admission lines for an event.
Linked to Events
- Organizations
Operating organizations that own events, venues and team members.
- Team members
Staff membership linking a platform user to an organization and role.
Linked to Organizations, Users - Users
Users
Linked to Users - Venues
Physical or virtual venues and resource providers used by events.
Linked to Organizations - Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Event budgets
Corporate event budget records submitted for review and completion.
Linked to Events, Organizations
- Admissions
Reserved and admitted admission lines for an event.
Linked to Events - Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Payment evidence
Provider payment authorizations, captures, refunds and voids.
Linked to Events - Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Linked to Events
- Payment evidence
Provider payment authorizations, captures, refunds and voids.
Linked to Events - Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Admissions
Reserved and admitted admission lines for an event.
Linked to Events - Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Linked to Events - Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Events, Team members
- Review decisions
Independent reviewer decisions recorded against a source revision.
Linked to Events, Team members - Record attachments
Uploaded evidence files linked to an event with visibility scope.
Linked to Events, Team members - Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Linked to Events - Events
Programs, events and sessions with capacity, lifecycle and revision.
Linked to Organizations, Team members, Venues - Event budgets
Corporate event budget records submitted for review and completion.
Linked to Events, Organizations - Payment evidence
Provider payment authorizations, captures, refunds and voids.
Linked to Events - Team members
Staff membership linking a platform user to an organization and role.
Linked to Organizations, Users
Keys and references
Events.Organization links to Organizations, Events.Owner to team members and Events.Counterparty to Venues. Event budgets.Parent, Admissions.Parent, payment evidence.Parent, review decisions.Parent, operation receipts.Parent and record attachments.Parent all link to Events. Review decisions.Reviewer and record attachments.uploaded by link to team members. Team members.User links to Users. Keep event record numbers, organization codes and venue codes stable through import, then verify every parent reference before rehearsal.
Migration order
- Load Users and Organizations with the correct time zones and currency choices.
- Load team members and Venues, then check active states and organization references.
- Load Events with owners, venues, schedules and capacities.
- Load event budgets and current review decisions with their source revisions.
- Load Admissions, payment evidence, record attachments and operation receipts against their event parents.
- Reconcile imported statuses and provider references with the current operating record before the first live event.
Set up Corporate Event Planner your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.