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- NGO + Donor + Project Mgmt
- Data model
The tables behind NGO + Donor + Project Mgmt
NGO + Donor + Project Mgmt ships with 10 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
- 10
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Organization
Organizations, Programs and team members establish the operating context; Users provides account identity.
Funding work
Funding cases holds the request, award, restriction and owner.
Money and allocation
Fund events records event amounts; restricted allocations records proposed and decided use.
Review and evidence
Review decisions, record attachments and operation receipts keep decisions, files and operation results linked to a case.
Every table, by feature
- Organizations and team3
- Programs4
- Funding cases5
- Confirmed funds3
- Restricted allocations5
- Review and evidence4
- Organizations
Organizations records; retain actual linked evidence and role scope.
- Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Users
Users
Linked to Users
- Programs
Programs records; retain actual linked evidence and role scope.
Linked to Organizations - Organizations
Organizations records; retain actual linked evidence and role scope.
- Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Restricted allocations
Domain-specific restricted allocations supporting approve a restricted funding allocation.
Linked to Funding cases, Organizations
- Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Organizations
Organizations records; retain actual linked evidence and role scope.
- Programs
Programs records; retain actual linked evidence and role scope.
Linked to Organizations - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members
- Fund events
Fund Events records; retain actual linked evidence and role scope.
Linked to Funding cases - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Funding cases
- Restricted allocations
Domain-specific restricted allocations supporting approve a restricted funding allocation.
Linked to Funding cases, Organizations - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Fund events
Fund Events records; retain actual linked evidence and role scope.
Linked to Funding cases - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Organizations
Organizations records; retain actual linked evidence and role scope.
- Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Funding cases - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs
Keys and references
Funding cases links to Organizations, team members and Programs. Fund events, restricted allocations, review decisions, record attachments and operation receipts link back to funding cases through Parent. Restricted allocations also links to Organizations. A team members row may link to Users. Check organization agreement across those references before bringing old records into the app.
Migration order
- Operating context. Prepare Organizations, Users, team members and Programs.
- Funding history. Bring in funding cases with stable record numbers, owner, program and organization.
- Money and use. Bring in fund events and restricted allocations with their case links and source references.
- Evidence and decisions. Add review decisions, record attachments and operation receipts against the same cases.
- Reconcile. Compare receipt events, restrictions, allocations and closed cases before users rely on the imported history.
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.