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- PM with AI Scheduling
- Data model
The tables behind PM with AI Scheduling
PM with AI Scheduling 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 context
Organizations contain Projects and team members; Users provide platform identity.
Delivery work
Work packages belong to Organizations and Projects and have an Owner from team members. Tasks and scheduling proposals belong to a package.
Review and evidence
Review decisions, record attachments and operation receipts keep decisions, files and guarded action results with the package.
Every table, by feature
- Organizations and projects5
- Work packages5
- Tasks and dependencies3
- Scheduling proposals5
- Review and evidence5
- Operations oversight5
- Organizations
Client and delivery organizations that own projects and work packages.
- Projects
Client projects that work packages are delivered against.
Linked to Organizations - Team members
Named delivery staff with their organization membership and platform identity.
Linked to Organizations, Users - Users
Users
Linked to Users - Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects
- Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects - Projects
Client projects that work packages are delivered against.
Linked to Organizations - Organizations
Client and delivery organizations that own projects and work packages.
- Team members
Named delivery staff with their organization membership and platform identity.
Linked to Organizations, Users - Tasks
Scheduled task lines inside a work package with planned and actual hours.
Linked to Work packages
- Tasks
Scheduled task lines inside a work package with planned and actual hours.
Linked to Work packages - Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects - Scheduling proposals
AI-generated schedule proposals awaiting review and approval for a work package.
Linked to Work packages, Organizations
- Scheduling proposals
AI-generated schedule proposals awaiting review and approval for a work package.
Linked to Work packages, Organizations - Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects - Tasks
Scheduled task lines inside a work package with planned and actual hours.
Linked to Work packages - Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Work packages, Team members - Operation receipts
Durable receipts for every guarded operation, keyed for idempotent retries.
Linked to Work packages
- Record attachments
Evidence files attached to a work package with visibility scope.
Linked to Work packages, Team members - Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Work packages, Team members - Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects - Tasks
Scheduled task lines inside a work package with planned and actual hours.
Linked to Work packages - Team members
Named delivery staff with their organization membership and platform identity.
Linked to Organizations, Users
- Operation receipts
Durable receipts for every guarded operation, keyed for idempotent retries.
Linked to Work packages - Work packages
Contracted units of delivery with lifecycle, budget hours and accepted baseline.
Linked to Organizations, Team members, Projects - Tasks
Scheduled task lines inside a work package with planned and actual hours.
Linked to Work packages - Scheduling proposals
AI-generated schedule proposals awaiting review and approval for a work package.
Linked to Work packages, Organizations - Review decisions
Independent reviewer decisions recorded against a work package revision.
Linked to Work packages, Team members
Keys and references
Keep organization and project codes stable when importing data. Match package record numbers to their project and owner. Preserve the parent reference on every task, proposal, attachment, decision and receipt. Proposal and decision revisions identify the version considered during review; they should not be inferred from the latest display alone.
Migration order
- Create Organizations and Users, then team members with their linked identities.
- Create Projects under their Organizations.
- Create work packages with project, organization and owner references.
- Load Tasks and scheduling proposals against package parents.
- Bring in record attachments, review decisions and operation receipts with source identities and revisions.
Set up PM with AI Scheduling your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.