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- PM + CRM for Consulting
- Data model
The tables behind PM + CRM for Consulting
PM + CRM for Consulting 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
Organizations and Clients
Organizations is the consulting firm's operating context; Clients holds client counterparties, and team members links people to the firm.
Engagements
Engagements holds contracted scope, status, fee, due date, billing method and owner.
Scope Proposals
Engagement proposals belongs to an engagement and records a proposed fee, service line, scope revision and decision status.
Service Entries
Service entries belongs to an engagement and holds dated hours, approved hours, rates and invoice references.
Review and Evidence
Review decisions, record attachments and operation receipts retain decisions, supporting material and guarded-action results.
Operations Overview
The overview reads contracted value, approved delivery time and open exceptions from the engagement and linked detail records.
Every table, by feature
- Organizations and Clients4
- Engagements6
- Scope Proposals4
- Service Entries3
- Review and Evidence4
- Operations Overview5
- Organizations
Consulting firm organizations and their operating configuration.
- Clients
Client organizations served by the consulting practice.
Linked to Organizations - Team members
Consulting practitioners and their app membership and role scope.
Linked to Users, Organizations - Users
Users
Linked to Users
- Engagements
Consulting engagements with contracted scope, lifecycle status and agreed fee.
Linked to Organizations, Team members, Clients - Engagement proposals
Proposed engagement scope extensions requiring independent review and acceptance.
Linked to Engagements, Organizations - Service entries
Dated consultant time entries with rates, approved hours and invoice linkage.
Linked to Engagements - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Engagements, Team members - Record attachments
Evidence files attached to an engagement with visibility scope.
Linked to Engagements, Team members - Operation receipts
Durable receipts for guarded operations, retries and external effects.
Linked to Engagements
- Engagement proposals
Proposed engagement scope extensions requiring independent review and acceptance.
Linked to Engagements, Organizations - Engagements
Consulting engagements with contracted scope, lifecycle status and agreed fee.
Linked to Organizations, Team members, Clients - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Engagements, Team members - Record attachments
Evidence files attached to an engagement with visibility scope.
Linked to Engagements, Team members
- Service entries
Dated consultant time entries with rates, approved hours and invoice linkage.
Linked to Engagements - Engagements
Consulting engagements with contracted scope, lifecycle status and agreed fee.
Linked to Organizations, Team members, Clients - Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Engagements, Team members
- Review decisions
Independent reviewer decisions recorded against an exact source revision.
Linked to Engagements, Team members - Record attachments
Evidence files attached to an engagement with visibility scope.
Linked to Engagements, Team members - Operation receipts
Durable receipts for guarded operations, retries and external effects.
Linked to Engagements - Engagements
Consulting engagements with contracted scope, lifecycle status and agreed fee.
Linked to Organizations, Team members, Clients
- Engagements
Consulting engagements with contracted scope, lifecycle status and agreed fee.
Linked to Organizations, Team members, Clients - Service entries
Dated consultant time entries with rates, approved hours and invoice linkage.
Linked to Engagements - Operation receipts
Durable receipts for guarded operations, retries and external effects.
Linked to Engagements - Organizations
Consulting firm organizations and their operating configuration.
- Clients
Client organizations served by the consulting practice.
Linked to Organizations
Keys and references
Engagements.Organization points to Organizations, Engagements.Counterparty to Clients and Engagements.Owner to team members. Engagement proposals.Parent, service entries.Parent, review decisions.Parent, record attachments.Parent and operation receipts.Parent all point to Engagements. Review decisions.Reviewer and record attachments.uploaded by point to team members. Team members.User points to Users.
Migration order
- Operating context. Load Organizations and Users, then team members with their user and organization links.
- Client directory. Load Clients and confirm each consulting organization reference.
- Contracted work. Load Engagements with client, owner, fee, due date and scope revision.
- Working detail. Load engagement proposals and service entries against the right engagement.
- Evidence and results. Load review decisions, record attachments and operation receipts with their parent links and revision context.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.