⚙️ Integrated Project Management Portal

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📋 Proposal Submissions

Organizations that applied for a SOFALAM contract. Click any row to review, change status, and manage documents.

🆕 New Procurement App ↗
Filter:
How Procurement Works
1
Receive
Organization submits proposal online. It appears here automatically.
2
Review
Click a proposal, read the PDF, change status to "Under Review" or "Shortlisted."
3
Award
Set status to "Awarded," enter contract dates, Save to generate PDF contract.
4
Notify
Upload your signature, then click "Send Award Email" to notify the contractor.
Organization Contact Proposed Cost Status Submitted
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RefCompanyContact StatusRemovedActions
✨
AI Proposal Comparison
▼
Select a solicitation number to compare all proposals received for it. Claude will evaluate each submission on financial offer, deliverables, compliance, and capability.
📐 Document Templates
▼
Upload a Word (.docx) file whenever you update the contract terms or selection letter wording. The system will auto-fill it from the submission when a proposal is awarded.
Placeholders to use in your Word document (filled from the submission):
[CONTRACTOR_NAME]  ·  [CONTRACTOR_EMAIL]  ·  [CONTRACTOR_PHONE]  ·  [CONTRACTOR_ADDRESS]  ·  [CONTRACTOR_REGISTRATION]  ·  [CONTRACTOR_TAX_ID]
[CONTRACT_NUMBER]  ·  [CONTRACT_DATE]  ·  [CONTRACT_VALUE]  ·  [CONTRACT_CURRENCY]  ·  [TOTAL_VALUE]
[PROJECT_NAME]  ·  [START_DATE]  ·  [END_DATE]
[RECIPIENT_NAME]  ·  [ORGANIZATION_NAME]  ·  [ORGANIZATION_ADDRESS]  ·  [RECIPIENT_EMAIL]
From proposal:  [PAYMENT_SCHEDULE] — renders the full payment schedule table  ·  [BUDGET_DETAIL] — renders the budget breakdown table  ·  [EXECUTIVE_SUMMARY]
📜 Contract Template
📋 Selection Letter Template
✍️ Authorized Signature 1
No signature uploaded yet.
PNG, JPG, or GIF. Choose this signature when sending a Contract & Selection Letter.
Email used to send expense approval requests to this signer.
✍️ Authorized Signature 2
No signature uploaded yet.
PNG, JPG, or GIF. Choose this signature when sending a Contract & Selection Letter.
Email used to send expense approval requests to this signer.
✍️ Authorized Signature 3
No signature uploaded yet.
PNG, JPG, or GIF. Choose this signature when sending a Contract & Selection Letter.
Email used to send expense approval requests to this signer.

📊 Quote Analysis (RFQ)

Upload vendor quotes for a purchase or service, then run AI analysis to compare prices, items, and terms instantly.

STEP 1 — RFQ DETAILS
STEP 2 — UPLOAD QUOTES
Upload one quote file per vendor. You can add as many as you need, then click Analyze.
Add at least 2 quotes to enable analysis.
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🤝 Contractors

External vendors who submit invoices/vouchers via magic link — no M365 account needed

🔍 Registered Contractors
▶
Click ⟳ Reload to load registered providers.
Invite Contractor
✅ Invited
Label / Invitation Name / Company Email Project / Task Status Invoice Journal Expires Actions
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LabelName / CompanyEmail ProjectRemovedActions

Expense Journals

Expense transactions, approvals, and payment tracking

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Requested
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Paid
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Approved
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Transactions
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Reconciled
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Remaining
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Journal Totals by Month

Journal Detail

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🧾 Generate Financial Report

Generates the FACE donor report and the matching journal in one step. "Montant autorisé" (L) is filled from each category's available balance. "Dépenses actuelles" (M) is filled from all paid transactions not yet on a report. If a report is already open, this updates it with any newly-paid transactions.

Using the saved default template (from Financial Report tab). Choose a different file below to override.

📥 Record Donor Response

Closes the open FACE report. Enter the donor's accepted expenses (column N) and any new disbursement (column R) per category — either by uploading the donor's returned FACE form or by entering the values manually.

If provided, N18:N25 (accepted) and R18:R25 (new disbursement) are read from the file and the fields below are ignored.

🔀 Reallocate Budget

Move funds between GNUD categories. Recorded as an auditable ledger entry — visible in each category's "History".

Financial Report

Budgets, donor reporting periods, and reconciliation by project

Project

Select a project and reporting period. Action buttons update based on the selected context.

Settings

Configure the report template, budget categories, and donor folder for the selected project.

Invoices & Vouchers

Submissions received from contractors and internal staff, pending approval and payment

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Total Requested
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Paid
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Approved
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Submissions
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Pending
Reference Type Company Project / Task Amount Payment Status Submitted
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Step 1 of 2
🔍 Search or browse solicitations
🆕 New Procurement App ↗ 🌐 Public Portal ↗
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✏️ Solicitation Details

Edits appear instantly on the public portal — no redeployment needed

These appear as options in the "Consultant Role Applied For" dropdown on the public portal.
Sidebar Info
Evaluation Grid

📤 Upload Document

PDF · DOCX · XLSX · JPG · PNG · max 20 MB

📄
Click to choose or drag & drop
PDF · DOCX · XLSX · JPG · PNG

📋 Uploaded Documents

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Select a solicitation above to load documents.
New Solicitation
Edit Document Details
🗑️
Remove Document?

Project Portfolio

All active projects — click a row to open the tracker

🆕 New Portfolio App ↗
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Project Status Owner Client Start Finish Tasks % Done Budget ● Actions

Project Tracker

Status
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Tasks
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Done
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Progress
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Overdue
Schedule
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Start
—
Finish
Budget
—
Total
Health
Alerts
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New Project

Client Information
Proposal Document

Delete Project?

Delete ? This cannot be undone.

🆕 New Portfolio App ↗
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Project Pipeline
All projects
Task Completion by Project
Budget Overview
Cost by Project
Project Health
Task Status Mix
Milestone Tracker
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All Projects
Project Status Owner Start Finish Tasks Progress Budget Actions
Tasks by Planned Cost (Top 15)
All projects
Task Health
All Tasks
TaskProjectStatus StartFinishProgress Planned CostAssigned
Budget Utilization by Project
Cost Distribution by Category
Task Cost Breakdown
Top 20 tasks by cost
TaskProjectFixed Cost Cost/UnitPlanned CostCost Type
Project Timeline
All active projects
Overdue & At-Risk
Upcoming Milestones
Window:
MilestoneProjectDate Days AwayStatus
Resource Utilization
Hours allocated per resource (all projects)
Project Assignments
How many projects each resource is on
Resource Roster
Resource Projects Total Hours Utilization Status Actions
Project
✓ Changes saved
Proposal
Project Title
Program Name
Agreement Reference
Status
Owner
Client / Donor / Funder
Name
Email
Phone
Start Date
End Date
Duration
Budget ($)
Funding Contribution
Currency Conversion — only if the budget wasn't quoted in USD
Currency
Original Amount
Exchange Rate — units per 1 USD, e.g. 130.68
Co-financing / Other Contributions
Country
Regions / Departments
Beneficiaries
Direct
Indirect
Breakdown
Project Summary
Goals & Objectives
Lead Partner Organization
Name & Acronym
Representative — legal signatory
Name
Email
Phone
Focal Point — day-to-day contact
Name & Position
Email
Phone
Implementing Partners
Activities
Deliverables

🏗 Inventaire des matériels et équipements

Non-consumable equipment purchased across all projects

# Item # Code Item / Description Date Acquisition Code Projet Fournisseur Qté # Série État Lieu / Affectation Montant Actions

🌐 Network Management

Manage scheduling, registrations, attendance and surveys for the network.

📅

Scheduling

Manage meeting schedules, sessions and calendar for network events.

Open Scheduling ↗
📊

Attendance

View and manage meeting attendance records and BI reporting.

Open Attendance ↗
📋

Registrations

Review and manage service provider and guest expert registrations.

Open Registrations ↗
🔍

Cluster Survey

View submissions from the network cluster survey form.

Open Cluster Survey ↗

AI Reports

Build donor/executive/technical report templates once, then generate an AI-drafted report from each project's real task, risk, beneficiary, and finance data for any reporting period.

📄 Reporting Templates

Upload donor/executive/technical report templates (DOCX, PDF, Markdown, or TXT). Sections are detected automatically and populated by AI when generating a report.

Upload New Template
Uploaded ✓
NameCategoryFormatVersionSections
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NameCategoryVersion

✨ Generate Report

Aggregates real project data (tasks, issue logs, risks, beneficiary counts) for the period you choose, then uses AI to fill your selected template.

Generating… this may take up to a minute.
Section data preview
Preview —
Published ✓
Report History
ReportPeriodLanguageToneStatus
Select a project above to see its report history.

🎯 Insights & Decision Support

Portfolio-wide risk, funding runway, procurement backlog, and donor readiness — computed from real project/finance/procurement data, refreshed on demand.

🩺 Portfolio Health & Completion

Click "Load Health Summary" to compute — this scores every project's schedule health and can take a while on a large portfolio.

📈 Invoice Processing Trend

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🚨 Top Portfolio Risks

Click "Load Risk Queue" to compute — this scores every project and can take a while on a large portfolio.

💰 Budget Risk (≥80% Utilized)

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📅 Projects Approaching Deadline

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⚠️ Overdue Tasks

Click "Load Overdue Tasks" to scan every project's tasks — this can take a while on a large portfolio.

⏳ Stalled Approvals & Aging Invoices

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✏️ Contractor Invoice Corrections

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🔍 Per-Project Detail

Risk score, funding runway forecast, and donor readiness for one project.

🗂 Sidebar Items

Drag to reorder · Edit titles, descriptions, links and status · Changes save to the network portal

✅ Saved successfully

Live Preview

How items will appear in the sidebar

👤 Admin Users

Manage who can access the admin portal. Requires @onelink4dev.com email. Role takes effect at next login.

Procurement Portfolio Saved
System Admin — full access to all tabs and settings.  Network Admin — Network and Content tabs only.  Finance & Procurement — Procurement, Solicitations, Finance, Projects.  Team Member — Projects tab only. Role changes take effect at next sign-in. The Procurement/Portfolio checkboxes separately control which of those two apps at onelink4dev.com/procurement and /portfolio this person can open at all — also effective at next sign-in.
NameEmailRoleModulesStatus
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📣 Notification Recipients

Staff and admin emails that receive new registration alerts

Saved
NameEmailRoleStatus
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📧 Email & Notification Test

Send a real test email to verify SendGrid is working and inspect active notification recipients

or
Approval workflow: Sends a full approval email with Approve/Deny buttons to the address above

🔍 Approval Audit Trail

Record of all approval and denial decisions made via email links or the admin portal

Date / Time Invoice Vendor Line Item Slot Approver Decision Via
Click "Load Audit Trail"
💰 Cost Catalog (Estimator Price Database)
Category Element Description Unit Mat. Rate ($) Labor Rate ($)
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Add Estimate Line Item

New Task
Add Task

Move to Trash

Edit Risk

Exposure: —

Add Resource

$

Task Resource Costs
Saved ✓ — reload project to see updated costs
Edit Task
0%
FS=Finish-to-Start · SS=Start-to-Start · FF=Finish-to-Finish · SF=Start-to-Finish
Estimated Task Cost: —
Define what "done" looks like for this task. Check items off as they are met.
Logged ✓
Add New Risk to Project Register
Exposure: —
Risk added ✓
Project Risk Register — check to associate with this task
Log Beneficiaries Reached
MaleFemaleOther
Children (0–17)
18–29 ans
30+ ans
Logged ✓
Reporting History — 0 total beneficiaries reached
Schedule/cost performance for this task and its subtasks — computed server-side.
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AI-Assisted Recommendation
Narrates the numbers above into 1-3 concrete suggested actions — on demand, not automatic.

New Invoice

Client Information
Project Details
Line Items
# Name / Description Serial # Unit Cost Units Total
Grand Total: 0.00
Billing
Payment Method

A check will be issued to the company on record.

Payment will be made in cash.

Notes & Attachment
Signature

Edit Journal

Transaction Info
Financial
Parties
Notes
Approval & Status
Not Paid

Record Payment

Bank Statement Match

PDF, Word, Excel, or an image (scan/photo) — any bank's format.
Date Check # Description Debit Credit Suggested Match Action
↑ Add Task Above
↓ Add Task Below
+ Add Child Task
→ Indent (make child)
← Outdent (promote)
⧉ Duplicate
✓ Mark Complete
⇒ Move to Project…
▢ Archive
🗑 Move to Trash