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Documentation Index

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PRMS (Planning, Reporting & Management System) is the unified web platform for the OneCGIAR portfolio. It gives Initiative and Center staff a structured way to capture typed research results, align them to Theory of Change outcomes, collect evidence, and move them through a quality assurance workflow before submission — all within a single reporting cycle.

Introduction

Understand what PRMS does, who uses it, and how the result lifecycle works

Quick Start

Log in, create your first result, and submit it through the QA workflow

Architecture

Explore the full-stack design: Angular frontend, NestJS backend, and key integrations

API Reference

Browse all REST endpoints including the bilateral and platform-report surfaces

Who uses PRMS?

PRMS serves four primary personas, each with a distinct role in the reporting cycle:

Result Submitters

Initiative and Center staff who create results, attach evidence, align Theory of Change, and fix QA feedback

QA Reviewers

Reviewers who assess submissions, add structured comments by field, and advance or return results

PMU / Portfolio Leads

Portfolio managers who oversee IPSR pathways, run Type-One Reports, and edit global narratives

Platform Admins

Administrators who manage roles, phases, CLARISA syncs, parameters, and data recovery

Core capabilities

1

Capture typed results

Create results across all CGIAR result types — knowledge products, capacity sharing, innovation development and use, IPSR innovation packages, policy change, and others — each with a structured set of common and type-specific fields.
2

Align to Theory of Change

Link each result to one or more Theory of Change outcomes sourced from external ToC services, providing traceability from output to impact pathway.
3

Quality assurance review

Structured QA workflow moves results from EditingQuality AssessedSubmitted. Reviewers can comment on individual fields; submitters resolve feedback and re-submit.
4

Reporting and export

Consolidated results feed into Type-One Reports, IPSR pathway views, bilateral export payloads, and platform-level reporting surfaces consumed by downstream BI tools and funders.

Explore by topic

Result capture

All nine result types and their shared fields

Submission workflow

Status transitions and submission rules

IPSR pathways

Innovation Package authoring and pathway steps

CLARISA integration

Master data syncs for centers, initiatives, and countries

Bilateral API

JWT-free typed payload surface for bilateral funders

Development setup

Clone, configure, and run PRMS locally

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