Portai Onboarding CRM

Dashboard Consultants Companies Assignments

Assignment entity

Assignment structure only

Assignments are included here for the approved Phase 1 structure only. Record links to companies and consultants are active, but the Assignment automation set A1-A8 is intentionally not implemented in this release.

Create new record

Status is limited to the approved MVP list for this entity. No extra statuses or fields are exposed here.

Status

Automation Note

Saving a consultant or company record re-evaluates only the approved Phase 2 rules for that entity. Assignment automations are intentionally excluded.

Title / ReferenceRequiredCompany IDRequiredConsultant IDOptionalConsultant-Assignment Link ConfirmedRequiredLink Confirmation DateOptionalConsultant File Validated SnapshotRequiredCompany File Validated SnapshotRequiredScope of WorkRequiredTypeRequiredStart DateOptionalDurationOptionalDaily Rate / BudgetOptionalLocationOptionalClient ContactRequiredNDA RequiredRequiredCompliance / Security RequirementsRequiredParameters CompleteRequiredValidatedRequiredPriorityRequiredLast Contact DateOptionalNext Follow-Up DateOptionalT2/T3 NotesOptional

Approved status list

Brief Validated — Awaiting Gate ClearanceAwaiting Link ConfirmationGate ClearedAssignment Framing InitiatedParameters PendingParameters ConfirmedUnder Internal ValidationReady for Contract / Document SetupManual ReviewOn Hold

Existing records

No records yet.