page:blueprints:management consultancies:project tracker:django

Management consultancies: project tracker using Django

Summary

A project tracker blueprint for management consultancies built with Django on Ample. Domain schema:

Representative Queries

Resource Requirements

Infrastructure Requirements

Pre-requisites

Workflow Steps

  1. Model the management consultancies domain: Create the tables client_entities, engagements, workstreams, deliverables, state_transitions. Client organizations live in client_entities; keep the sensitive classes (client strategy documents, financial models, interview notes) out of this schema.
  2. Workflow step 1: Model engagements and workstreams with explicit status transitions.
  3. Workflow step 2: Scope every query by client entity.
  4. Workflow step 3: Attach deliverables as private objects linked to workstreams.
  5. Workflow step 4: Deploy and verify transitions and cross-client isolation.
  6. Deploy: Run the synchronous deploy once and read the result. Re-running with no change is a no-op.
  7. Verify: Run the pattern self-test(s) from the example (/p/relational-records) and your own acceptance checks for the management consultancies workflow.

Examples

Success Checks

Limitations

Cost Estimate