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Glossary

This glossary explains the main product terms used in ProjectDesk.

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Activity

A specific piece of work inside a project. Evidence is submitted against activities.

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Active Client Workspace

The organization currently selected in the Organizations panel.

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Auditor Viewer

A restricted role for users who need to inspect records for compliance or assurance.

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Client Project

The main body of work being coordinated in a workspace.

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Client Workspace

The workspace for an organization, program, or operating environment.

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Donor Viewer

A restricted role for external stakeholders who need visibility into progress and reporting records.

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Evidence

A submission that supports field activity. Evidence can include a file reference, link, note, or imported data row.

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Evidence Review Queue

The list of submitted evidence waiting for a review decision.

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Field Data Import

A CSV import tool for bringing external field rows into the workspace.

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Field Location

A district, site, facility, region, or other field area where project activity happens.

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Field Staff

Users who submit field evidence.

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Field Supervisor

Users who coordinate field execution and support field teams.

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HQ Manager

Users who manage project execution and workspace progress.

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Indicator

A measurable value used to track progress.

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MEL Lead

Users responsible for monitoring, evaluation, learning, data quality, indicators, and reporting support.

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Managed Services

The support workflow that connects a client workspace to the ProjectDesk services team.

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Organization

The client, program, or operating organization represented by a workspace.

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Organization Owner

The lead client-side role for a workspace.

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Pilot Workspace

A realistic sample workspace used for training, demonstration, and internal orientation.

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Platform Administrator

A global ProjectDesk role that can create workspaces and manage setup.

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ProjectDesk Services

Internal users who support workspace operations, service cases, and data quality workflows.

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Report

A structured record used to prepare stakeholder, management, donor, or audit summaries.

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Risk

An issue that could affect project progress, quality, timing, or stakeholder confidence.

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Service Case

A managed support request routed to the ProjectDesk services team.

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Stakeholder Update

A concise progress note intended for authorized stakeholders.

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Workstream

A major category of project activity, such as survey work, facility assessment, training follow-up, or data review.