Klarum

Records (Proposals and EOI Ledger)

Generally available
Supplier
From free

The org's spreadsheet-native ledger of every bid, rendered as an inline editable Excel-style table with typed core columns, an open JSONB tail and a two-way sync with workspaces.

Catalogue id
records

Description

What it is

The firm's spreadsheet-native ledger of bids: every EOI, tender submission, and active/historic project, rendered as an Excel-style table editable inline. In the schema the table is still proposals ("Records" is the product-facing rename); each row is one bid/project, identified by a stable per-firm seq_number. A row carries typed core fields (project_name, project_no, year, country, status, outcome, financier, bid_manager, project_manager, partners, EOI/tender deadline+submitted+result, contract_value/currency, stake_pct, workspace_id) and an open org_fields JSONB bag for firm-defined columns. The column set is firm-configurable: Klarum ships a 33-column starter set from a real infrastructure-consulting bid tracker. Records is deliberately separate from canonical_opportunities (internal record vs external universe; they never reference each other in code).

What it helps users do

Replace the master bid-tracking spreadsheet with a live, multi-user, typed, searchable table (import an existing CSV/Excel workbook in one step); inline-edit any cell (optimistic updates, per-column Excel-style filters, sort, full-text search, bulk delete); slice by activity (the Active tab is server-filtered); promote a record into a full working Workspace in one click; generate a branded PDF report (quarterly/by-sector/by-country); and configure the firm's column dictionary (admins only).

Capabilities

  • Column dictionary

    Generally available

    Typed core columns plus an open org_fields JSONB tail, with firm-defined columns type-enforced against a closed type set. Admin-managed.

  • Two-way record and workspace sync

    Generally available

    A declarative map of about thirty field pairs mirrors edits both ways with deterministic converters, returning HTTP 409 with candidate options rather than guessing an ambiguous value.

  • Excel and CSV import

    Generally available

    One-step import of an existing bid-tracking workbook, with an LLM column mapper that returns a per-header confidence flag and a circuit breaker back to a deterministic miss.

  • Promote to Workspaces

    Generally available

    Turns a ledger row into a full working workspace in one click, creating and linking the two so the sync engine keeps them aligned from then on.

  • Branded PDF report

    Generally available

    Quarterly, by-sector or by-country reporting over the ledger, rendered as a branded PDF that lands back in the document library.

Keywords

records, ledger, spreadsheet, import, sync, columns, org-fields

Provenance

This page renders a published artifact. Read the same records as JSON if you would rather check the source than the page.