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- Estimation & Quote Builder
- Data model
The tables behind Estimation & Quote Builder
Estimation & Quote Builder ships with 13 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
- 13
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and engagements
Clients and Organizations identify the buyer and serving firm unit; Engagements carry the agreed work.
People and delivery
Team members supplies rates and capacity. Service entries and time entries connect effort to an engagement, while Expenses records charges.
Billing and collection
Quote milestones belongs to Engagements; quote milestone payments belong to quote milestones.
Review and evidence
Review decisions, operation receipts, and record attachments preserve decisions, action results, and file links. Users carry app access records.
Every table, by feature
- Clients and engagements3
- Team rates and capacity5
- Service delivery5
- Time and expenses6
- Milestone billing4
- Payments and margin7
- Review and evidence6
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Organizations
Firm business units, practice groups and regional offices.
- Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations
- Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Record attachments
Files linked to records across the app.
Linked to Team members
- Quote milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members
- Quote milestone payments
Invoices and receipts raised against milestones.
Linked to Quote milestones - Quote milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements
- Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Quote milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Quote milestone payments
Invoices and receipts raised against milestones.
Linked to Quote milestones
Keys and references
Each child record should link to its parent before reports or approval handoffs rely on it. A service line, time entry, or expense should point to the intended engagement. A milestone payment should point to its milestone; the milestone points to the engagement. Review decisions use subject type and reference, while attachments use parent table name and parent record ID. Check those references during migration, especially when legacy identifiers are reused.
Migration order
- Organizations and people. Create Organizations, team members, and Users with their ownership and access details.
- Client portfolio. Load Clients and confirm account owner and owning organization.
- Active work. Load Engagements with client, manager, fee, budget, dates, and status.
- Delivery evidence. Add service entries, time entries, Expenses, and linked record attachments.
- Billing history. Add quote milestones and quote milestone payments in that order.
- Review history. Reconcile review decisions and operation receipts against their subjects and results.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.