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- NGO + Donor + Project Mgmt
- Get started
Get NGO + Donor + Project Mgmt running in four steps.
Prepare a first funding case and review it with the people who will run the process.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up NGO + Donor + Project Mgmt. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open NGO + Donor + Project Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure NGO + Donor + Project Mgmt for your organization. Name the people who prepare funding cases, record confirmed money and make funding and allocation decisions.
Prepare the first operating cycle
Choose one active program and a funding case with a known owner, request amount, due date and restriction. Bring the award terms, a provider-backed receipt and the evidence needed for review. Link each record to the same organization and case.
Review before release
Walk the case from submission through review, confirmed receipt, allocation and close. Ask each person to explain what they can see and decide. Check one rejected allocation and one failed operation so the team knows how to preserve the decision reason and original operation key.
Set up NGO + Donor + Project Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.