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- Freelancer Project Tracker
- Data model and import order
The tables behind Freelancer Project Tracker
Freelancer Project Tracker 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
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and engagements:
Clients, Engagements, Organizations and team members establish commercial scope and responsibility.
Service delivery:
Service entries links delivered billable work to Engagements and team members.
Time and expenses:
Time entries and Expenses link people and costs to the engagement.
Milestones and billing:
Milestones belongs to Engagements; milestone payments belongs to Milestones.
Team and capacity:
Team members belongs to Organizations and supplies rates, capacity and logged work.
Review and evidence:
Review decisions, operation receipts and record attachments keep decisions, operation results and files.
Every table, by feature
- Clients and engagements4
- Service delivery5
- Time and expenses6
- Milestones and billing4
- Team and capacity6
- Review and evidence7
- 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
- Service entries
Delivered service lines billed against an engagement.
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 - 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
- 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 - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Record attachments
Files linked to records across the app.
Linked to Team members
- Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Milestone payments
Invoices and receipts raised against milestones.
Linked to Milestones - 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
- 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 - Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - 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
- 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 - Milestones
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Milestone payments
Invoices and receipts raised against milestones.
Linked to Milestones - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations
Keys and references
Keep client identity distinct from engagement identity. Link each service line, time entry, expense and milestone to the intended engagement. A payment references its milestone. Use the record codes when matching imports; names alone can change. Record attachments uses a parent table name and parent record ID, so check both when bringing files across.
Migration order
- Load Organizations, team members, Users and Clients.
- Load Engagements with client, manager and organization references.
- Load Milestones, service entries, time entries and Expenses against the right engagements.
- Load milestone payments and linked record attachments; retain their original payment and document references.
- Reconcile opening totals, review decisions and operation receipts before opening the next billing cycle.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.