Data Flow and Lifecycle
This is a conceptual orientation map. It is not a physical data model and should not be used as evidence of exact table relationships.
Lifecycle checks
| Stage | Evidence to collect |
|---|---|
| Sales and contract | Opportunity, quote, project contract, contract lines and billing method evidence. |
| Planning and resourcing | Project schedule, task ownership, project team, resource requirements and bookings. |
| Delivery transaction | Time, expense, material usage, approval and correction records. |
| Actuals | Actual creation, correction, transaction connections and reconciliation status. |
| Billing | Proforma review, invoice proposal and customer-facing invoice route. |
| Finance | Posting profiles, tax, exchange rate, financial dimensions, ledger/revenue recognition evidence. |
Actuals are not ordinary working records
Actuals and downstream financial records can carry billing, accounting and reconciliation consequences. Do not treat remediation as ordinary CRUD until the supported correction route is verified.