NGO + Donor + Project Mgmt · Available now

Follow funding from request through restricted use.

NGO + Donor + Project Mgmt keeps a funding case tied to an organization, an accountable team member and a program. The case carries its requested amount, due date, award amount and restriction.

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Manual work is free
Configure it in Proto

OverviewCases Awaiting Review

NGO + Donor + Project Mgmt · Funding cases

Cases Awaiting Review

approval waits for the funding reviewer

New funding ca

Funding cases in view

Total requested amount USD

2,520

Submitted

Due at within 14 days

Record number	Subject	Requested amount USD	Due at	Owner	Organization
FC-90294	Rural clinic supply grant	160	23 Oct	Amara Okafor	Cedar Valley Aid Network
FC-31996	After-school tutoring expansion	190	23 Oct	Sara Petrov	Cedar Valley Aid Network
FC-38761	Clean water pilot funding	440	20 Oct	Amara Okafor	Sunrise Village Partners
FC-77731	Community food pantry renewal	880	26 Oct	Lucia Moreno	Riverbend Health Initiative
FC-71624	Women-led farming initiative	80	01 Nov	Hana Kim	Willow Grove Relief Trust

6 of 6 records

Rural clinic supply grantFunding cases · FC-90294

Submitted

Requested amount USD160

Due at23 Oct

OwnerAmara Okafor

OrganizationCedar Valley Aid Network

Review funding caseFC-90294 · Rural clinic supply grant

Funding Reviewer decides the case and records a reason.

Waiting for Funding Reviewer

ApproveReturn

Example screen with sample data

Tables, ready to use: 10
Saved views: 14
Roles with set permissions: 7
Reports and dashboards: 8

Features

Funding work in view

Every feature works on the same records. Pick one to see the screen your team works in.

Organizations and team

Keep funding work within its organization and assign a person who can answer for each case.

Working record
Decision point
Evidence

Organizations
Team members
Users

Explore organizations and team

OverviewOrganization Directory

NGO + Donor + Project Mgmt · Organizations and team

Organization Directory

Organizations

New

Name	Code	Time zone	Currency	Active
Cedar Valley Aid Network	PRG-CLINIC-01	America/Los_Angeles	USD	Yes
Harborlight Community Fund	PRG-WATER-02	America/Denver	EUR	Yes
Riverbend Health Initiative	PRG-YOUTH-03	America/Chicago	GBP	Yes
Northfield Youth Alliance	ORG-CVAN	America/New_York	KES	Yes
Willow Grove Relief Trust	ORG-HLCF	Europe/London	INR	Yes

6 of 6 records

Cedar Valley Aid NetworkOrganizations · ORG-25902

USD

CodePRG-CLINIC-01

Time zoneAmerica/Los_Angeles

ActiveYes

Example screen with sample data

Programs

Keep program eligibility and contact context close to every funding request.

Working record
Decision point
Evidence

Programs
Organizations
Funding cases
Restricted allocations

Explore programs

OverviewActive Programs

NGO + Donor + Project Mgmt · Programs

Active Programs

Programs

New

Name	Code	Contact name	Eligibility note	Organization	Active
Rural clinic supply program	PRG-CLINIC-01	Amara Okafor	Serves clinics in rural districts	Sunrise Village Partners	Yes
After-school tutoring program	PRG-WATER-02	Lucia Moreno	Open to children ages 8 to 14	Brightwater Outreach Collective	Yes
Village water access project	PRG-YOUTH-03	Priya Desai	Sites require water quality test	Northfield Youth Alliance	Yes
Community pantry network	ORG-CVAN	Omar Farouk	Households screened for food support	Riverbend Health Initiative	Yes
Women growers training	ORG-HLCF	Hana Kim	Training reserved for women growers	Riverbend Health Initiative	Yes

6 of 6 records

Rural clinic supply programPrograms · PRG-38948

Yes

CodePRG-CLINIC-01

Contact nameAmara Okafor

Eligibility noteServes clinics in rural districts

OrganizationSunrise Village Partners

Example screen with sample data

Funding cases

Carry each request through review, award, active use and close with a named owner.

Working record
Decision point
Evidence

Funding cases
Organizations
Programs
Team members
Review decisions

Explore funding cases

OverviewMy Funding Cases

NGO + Donor + Project Mgmt · Funding cases

My Funding Cases

Funding cases

New

Record number	Subject	Status	Due at	Owner	Organization
FC-72907	Rural clinic supply grant	Draft	19 Oct	Linh Tran	Brightwater Outreach Collective
FC-35402	After-school tutoring expansion	Submitted	20 Oct	Sara Petrov	Sunrise Village Partners
FC-94264	Clean water pilot funding	Review	16 Oct	Amara Okafor	Brightwater Outreach Collective
FC-71480	Community food pantry renewal	Awarded	12 Oct	Mateo Silva	Willow Grove Relief Trust
FC-79829	Women-led farming initiative	Active	15 Oct	Nadia Ibrahim	Sunrise Village Partners

6 of 6 records

Rural clinic supply grantFunding cases · FC-72907

Draft

Due at19 Oct

OwnerLinh Tran

OrganizationBrightwater Outreach Collective

Example screen with sample data

Confirmed funds

Preserve the difference between a pledge and a provider-backed receipt.

Working record
Decision point
Evidence

Fund events
Funding cases
Operation receipts

Explore confirmed funds

OverviewConfirmed Receipts

NGO + Donor + Project Mgmt · Confirmed funds

Confirmed Receipts

Fund events

New

Parent	Occurred at	Amount USD	Provider receipt	Restriction	Event type
Community food pantry renewal	31 Oct	860	RCPT-2026-1048	Restricted to clinic equipment	Receipt
Women-led farming initiative	02 Nov	640	RCPT-2026-1049	Restricted to tutoring wages	Receipt
Rural clinic supply grant	13 Oct	60	RCPT-2026-1050	Restricted to water infrastructure	Receipt
Clean water pilot funding	31 Oct	860	RCPT-2026-1051	Restricted to pantry groceries	Receipt
Rural clinic supply grant	27 Oct	220	RCPT-2026-1052	Restricted to farmer training	Receipt

6 of 6 records

RCPT-2026-1048Fund events · FE-22280

Receipt

ParentCommunity food pantry renewal

Occurred at31 Oct

Amount USD860

RestrictionRestricted to clinic equipment

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Restricted allocations

Review proposed uses against receipt balance and donor restrictions.

Working record
Decision point
Evidence

Restricted allocations
Funding cases
Fund events
Review decisions
Organizations

Explore restricted allocations

OverviewSubmitted Allocations

NGO + Donor + Project Mgmt · Restricted allocations

Submitted Allocations

Approval conditions

New

Parent	Organization	Program	Allocated USD	Donor restriction	Revision
After-school tutoring expansion	Willow Grove Relief Trust	Rural clinic supply program	200	Medical supplies only	570
Flood recovery shelter grant	Cedar Valley Aid Network	After-school tutoring program	180	Staff training and materials	540
Rural clinic supply grant	Harborlight Community Fund	Village water access project	150	Water testing and repairs	140
Flood recovery shelter grant	Willow Grove Relief Trust	Community pantry network	180	Food purchase only	320
Women-led farming initiative	Northfield Youth Alliance	Women growers training	30	Women-led farms in district	790

6 of 6 records

Rural clinic supply programRestricted allocations · RA-69491

Submitted

ParentAfter-school tutoring expansion

OrganizationWillow Grove Relief Trust

Allocated USD200

Donor restrictionMedical supplies only

Revision570

Example screen with sample data

Review and evidence

Keep the decision, source revision, supporting file and operation result together.

Working record
Decision point
Evidence

Review decisions
Record attachments
Operation receipts
Funding cases

Explore review and evidence

OverviewShared Case Evidence

NGO + Donor + Project Mgmt · Review and evidence

Shared Case Evidence

Record attachments

New

Title	Evidence type	Uploaded at	Parent	Uploaded by	Visibility
Clinic equipment budget	Approved budget	23 Oct	Community food pantry renewal	Amara Okafor	Shared
Tutoring attendance summary	Bank receipt	01 Nov	After-school tutoring expansion	Amara Okafor	Shared
Water site assessment	Attendance roster	19 Oct	Youth literacy program award	Hana Kim	Shared
Pantry distribution report	Site assessment	15 Oct	Women-led farming initiative	Nadia Ibrahim	Shared
Grower training roster	Progress report	29 Oct	Women-led farming initiative	Omar Farouk	Shared

6 of 6 records

Clinic equipment budgetRecord attachments · RA-31691

Shared

Evidence typeApproved budget

Uploaded at23 Oct

ParentCommunity food pantry renewal

Uploaded byAmara Okafor

Example screen with sample data

Process

From request to restricted use

Funding case to close ships ready to use. 3 steps need a named approval before the work moves on: Review funding case (Funding Reviewer), Approve allocation (Allocation Reviewer) and Close funding case (Funding Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

Open funding case

Link the request to its organization, program and owner.

Rural clinic supply grantFC-90294 · Funding Officer
Open funding caseBy Funding Officer
Submit funding case

Send the case with its amount, due date and restriction for review.

Rural clinic supply grantFC-90294 · Funding Officer
Submit funding caseBy Funding Officer
Review funding case

A Funding Reviewer records the decision and reason.

Rural clinic supply grantFC-90294 · Funding Reviewer
Review funding caseBy Funding Reviewer
ApprovalFunding Reviewer decides the case and records a reason.
Record confirmed funds

Keep the provider-backed receipt beside the funding case.

Rural clinic supply grantFC-90294 · Finance Officer
Record confirmed fundsBy Finance Officer
Approve allocation

Compare proposed use with eligible receipts and the donor restriction.

Rural clinic supply grantFC-90294 · Allocation Reviewer
Approve allocationBy Allocation Reviewer
ApprovalAllocation Reviewer decides restricted use against eligible receipt balance.
Close funding case

Review disbursement evidence and the operation outcome before close.

Rural clinic supply grantFC-90294 · Funding Reviewer
Close funding caseBy Funding Reviewer
ApprovalFunding Reviewer authorizes disbursement after reviewing evidence and restricted balance.

Start with Funding case intake

Inside a record

Confirmed money in context

Open any funding ca to see its fund events, the roles that work on it, its process stages and its approvals on one page.

1
Record details
Requested amount USD, Due at, Owner and Organization.
2
Fund events
Each line is linked to this funding ca.
3
Who works on it
Admin, Funding Officer and Program Lead, each with their own permissions.
4
Process stages
Open funding case and Record award, with the role that acts.
5
Approvals
Review funding case and Approve allocation, with who decides.

Cases Awaiting ReviewRural clinic supply grant

NGO + Donor + Project Mgmt · Funding cases

Rural clinic supply grant

Cedar Valley Aid Network · Submitted

Log activity

Record details

Requested amount USD160

Due at23 Oct

OwnerAmara Okafor

OrganizationCedar Valley Aid Network

Fund events

Rural clinic supply grant

Parent	Occurred at	Amount USD
Community food pantry renewal	31 Oct	860
Women-led farming initiative	02 Nov	640
Rural clinic supply grant	13 Oct	60

Fund events: 6
Total amount USD: 3,560

Who works on it

AdminManage Organizations, Programs, team members, Users
Funding OfficerManage funding cases, record attachments
Program LeadManage Programs

Process stages

Open funding caseFunding Officer
Record awardFunding Officer

Approvals

Review funding caseFunding Reviewer
Approved
Approve allocationAllocation Reviewer
Waiting

Example screen with sample data

Approvals

Decisions with a reason

Funding Reviewer and Allocation Reviewer decide the work prepared by Funding Officer and Finance Officer.

OverviewApprovals

NGO + Donor + Project Mgmt · Overview

Approvals

Signed in as Funding Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

FC-90294Rural clinic supply grant
Cedar Valley Aid NetworkRequested by Amara Okafor
Submitted1dActions
FC-31996After-school tutoring expansion
Cedar Valley Aid NetworkRequested by Sara Petrov
Submitted4dActions
FC-38761Clean water pilot funding
Sunrise Village PartnersRequested by Amara Okafor
Submitted2dActions
FC-77731Community food pantry renewal
Riverbend Health InitiativeRequested by Lucia Moreno
Submitted3dActions

Who approves what

	Decision	Approver
	Review funding caseA Funding Reviewer records the decision and reason.	Funding Reviewer
	Approve allocationCompare proposed use with eligible receipts and the donor restriction.	Allocation Reviewer
	Close funding caseReview disbursement evidence and the operation outcome before close.	Funding Reviewer
	Approve funding cases	Funding Reviewer
	Approve restricted allocations	Allocation Reviewer

5 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens NGO + Donor + Project Mgmt to the work that is theirs. Pick a role to see what it starts with.

Admin

Admin maintains organization setup, access and correction procedures.

Manage Organizations, Programs, team members, Users
View funding cases, fund events, restricted allocations, review decisions, operation receipts, record attachments

Finance Officer

Finance Officer records confirmed money and reconciles restricted balances.

This is the first screen this role sees.

OverviewSubmitted Allocations

Submitted Allocations

Restricted allocations · Finance Officer

Parent	Organization	Program	Allocated USD	Donor restriction	Revision
After-school tutoring expansion	Willow Grove Relief Trust	Rural clinic supply program	200	Medical supplies only	570
Flood recovery shelter grant	Cedar Valley Aid Network	After-school tutoring program	180	Staff training and materials	540
Rural clinic supply grant	Harborlight Community Fund	Village water access project	150	Water testing and repairs	140
Flood recovery shelter grant	Willow Grove Relief Trust	Community pantry network	180	Food purchase only	320
Women-led farming initiative	Northfield Youth Alliance	Women growers training	30	Women-led farms in district	790

6 of 6 records

Example screen with sample data

Funding Reviewer

Funding Reviewer records decisions on funding cases with a reason.

This is the first screen this role sees.

OverviewCases Awaiting Review

Cases Awaiting Review

Funding cases · Funding Reviewer

Record number	Subject	Requested amount USD	Due at	Owner	Organization
FC-90294	Rural clinic supply grant	160	23 Oct	Amara Okafor	Cedar Valley Aid Network
FC-31996	After-school tutoring expansion	190	23 Oct	Sara Petrov	Cedar Valley Aid Network
FC-38761	Clean water pilot funding	440	20 Oct	Amara Okafor	Sunrise Village Partners
FC-77731	Community food pantry renewal	880	26 Oct	Lucia Moreno	Riverbend Health Initiative
FC-71624	Women-led farming initiative	80	01 Nov	Hana Kim	Willow Grove Relief Trust

6 of 6 records

Example screen with sample data

Allocation Reviewer

Allocation Reviewer decides restricted allocations against available confirmed receipts.

This is the first screen this role sees.

OverviewSubmitted Allocations

Submitted Allocations

Restricted allocations · Allocation Reviewer

Parent	Organization	Program	Allocated USD	Donor restriction	Revision
After-school tutoring expansion	Willow Grove Relief Trust	Rural clinic supply program	200	Medical supplies only	570
Flood recovery shelter grant	Cedar Valley Aid Network	After-school tutoring program	180	Staff training and materials	540
Rural clinic supply grant	Harborlight Community Fund	Village water access project	150	Water testing and repairs	140
Flood recovery shelter grant	Willow Grove Relief Trust	Community pantry network	180	Food purchase only	320
Women-led farming initiative	Northfield Youth Alliance	Women growers training	30	Women-led farms in district	790

6 of 6 records

Example screen with sample data

Operations Viewer

Operations Viewer reads permitted funding work and operational outcomes.

This is the first screen this role sees.

OverviewClosed Funding Cases

Closed Funding Cases

Funding cases · Operations Viewer

Record number	Subject	Awarded amount USD	Owner	Status
FC-58021	Rural clinic supply grant	500	Linh Tran	Closed
FC-74843	After-school tutoring expansion	550	Nadia Ibrahim	Closed
FC-58788	Clean water pilot funding	770	Nadia Ibrahim	Closed
FC-91953	Community food pantry renewal	610	Nadia Ibrahim	Closed
FC-89998	Women-led farming initiative	760	Elias Haddad	Closed

6 of 6 records

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Roles and permissions

Reports

Funding questions answered

Read funding amounts, receipt evidence and decision outcomes from linked records.

Overview

NGO + Donor + Project Mgmt · Overview

NGO + Donor + Project Mgmt dashboard

This quarter

Restricted allocations in view

Total allocated USD

970

Submitted

Funding cases by status

How far records got this quarter

Stage	Reached	Step
Draft	34
Submitted	7	21%
Review	2	29%
Awarded	1	50%

Requested amount USD by status

Sample totals per stage

2.0k0

-6000Draft

-2000Submitted

-5000Review

-6000Awarded

2.0kActive

Example screen with sample data

All reports and dashboards

Who it's for

Built for program funding

See how NGO + Donor + Project Mgmt fits your kind of team.

Community nonprofits

Coordinate local program grants and the evidence behind each award.

International NGOs

Keep organization and program context visible across funding operations.

Grant-funded programs

Track awards and restricted use for program teams.

Controls

Evidence behind each action

Each stage of funding case to close names the role that acts and the status it records, so a change is never anonymous.

OverviewFunding case to close

NGO + Donor + Project Mgmt · Process

Funding case to close

Each stage, the role that acts and the status it records

Process stages

Approval steps

Roles involved

Tables touched

Submit funding case

Funding Officer

StatusDraft → Submitted

RecordsPrograms

Review funding caseApproval

Funding Reviewer

StatusSubmitted → Review

RecordsReview decisions

Record award

Funding Officer

StatusReview → Awarded

RecordsFunding cases

Funding case to close

Start
Submit funding caseDraft → Submitted
Programs
Approval
Review funding caseSubmitted → Review
Review decisions
Step
Record awardReview → Awarded
Funding cases
Step
Prepare restricted allocationDraft → Submitted
Restricted allocations
Approval
Approve allocationSubmitted → Approved
Review decisions

Example screen with sample data

See each stage in detail

AI agent

A hand with the casework

Use Proto to configure funding records and prepare cases for human review.

It can

Funding Officer: Prepare a case with its organization, program, owner, requested amount and due date.
Finance Officer: Find receipt events with provider references and operations needing investigation.
Funding Reviewer: Collect the case restriction, award terms and attachments for a decision.
Allocation Reviewer: Compare a proposed allocation with confirmed receipt events and prior allocations.

Stays with a person

A person makes funding and allocation decisions.
Finance Officer confirms external money against the provider record.
Proto can prepare the linked records and surface discrepancies, while the responsible person reviews the decision and its evidence.

Set up an agent

agent · ngo + donor + project mgmt

Show the submitted funding cases for my organization and their due dates.

Open the confirmed receipt events and submitted allocations for this case.

Prepare the evidence for a case close review.

A person makes funding and allocation decisions.

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

NGO + Donor + Project Mgmt
Payment provider
Bank or accounting system
Program delivery records
Identity service

Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables

10tables

Organizations and team3
Programs4
Funding cases5
Confirmed funds3
Restricted allocations5
Review and evidence4

Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

Define scope
Choose an organization, a program and the people who prepare, review and record money.
Load context
Add organization settings, program eligibility, team membership and account links.
Open a case
Enter a request with a due date, owner and restriction; let a reviewer record a reasoned decision.
Reconcile funds
Record a pledge and a confirmed receipt separately, then compare a proposed allocation with eligible balance.
Rehearse close
Inspect evidence, provider reference and operation result before the reviewer closes the active case.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

No per-user or per-seat fees
Viewing, editing, approving and exporting records in the app is free
Pay only for machine work: API calls, imports, workflows and AI agents
Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for NGO + Donor + Project Mgmt.

All questions

How do I get started?

Click Get started, then use Proto to configure NGO + Donor + Project Mgmt for your business. Start with one organization, one active program, the people who own and review cases, and a funding case with a confirmed receipt.

Who owns a funding case?

A Funding Officer prepares it. The case links to a team member owner, and the Funding Reviewer records decisions with a reason.

Can I distinguish a pledge from money received?

Yes. fund events use Pledge and Receipt event types. A confirmed receipt carries the provider receipt reference.

Where are donor restrictions recorded?

The case has a restriction. A restricted allocation also carries a donor restriction and an amount for the proposed use.

Who approves a restricted allocation?

The Allocation Reviewer checks the eligible receipt balance and restriction, then records the decision and reason.

How do I find evidence for a case?

Record attachments link the file, evidence type, uploader and visibility to the funding case.

What happens after an operation fails?

Finance Officer opens the operation receipt, checks the key, result, external reference and failure reason, then investigates before retrying.

Can programs belong to different organizations?

Programs link to organizations. Check the organization on the case and allocation as part of the handoff.

What can the overview show?

Operations Overview brings awarded funding, confirmed receipts, pending review decisions and failed operations into the authorized user's scope.

Set up NGO + Donor + Project Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

Find your application

Follow funding from request through restricted use.

Cases Awaiting Review

Funding work in view

Organizations and team

Organization Directory

Programs

Active Programs

Funding cases

My Funding Cases

Confirmed funds

Confirmed Receipts

Restricted allocations

Submitted Allocations

Review and evidence

Shared Case Evidence

From request to restricted use

Open funding case

Submit funding case

Review funding case

Record confirmed funds

Approve allocation

Close funding case

Confirmed money in context

Rural clinic supply grant

Rural clinic supply grant

Who works on it

Process stages

Approvals

Decisions with a reason

Approvals

Waiting for you

Who approves what

A workspace for each role

Admin

Funding Officer

Awarded Funding

Program Lead

Awarded Funding

Finance Officer

Submitted Allocations

Funding Reviewer

Cases Awaiting Review

Allocation Reviewer

Submitted Allocations

Operations Viewer

Closed Funding Cases

Funding questions answered

NGO + Donor + Project Mgmt dashboard

Funding cases by status

Requested amount USD by status

Built for program funding

Community nonprofits

International NGOs

Grant-funded programs

Evidence behind each action

Funding case to close

A hand with the casework

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Define scope

Load context

Open a case

Reconcile funds

Rehearse close

Machine work rate card Included per $1 of credit

Questions, answered

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