Capacity Planning Dashboard

Features

Industries

Reference

More

Start now
  1. Capacity Planning Dashboard
  2. Your capacity planning assistant
Reference

Put an AI agent to work in Capacity Planning Dashboard

Start with the ERP.AI agent instructions:

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Delivery Lead: Gather a person's dated assignments and weekly capacity so the lead can examine the proposed commitment for a chosen period.
  • Project Manager: Find blocked tasks, due milestones and failed operation attempts, with the source record needed for follow-through.
  • Developer: Find the intended assignment and help prepare a time entry with the correct person, project and task context.
  • QA Engineer: Gather fixed issues and their supporting evidence before the engineer examines the result.

What stays with a person

  • The Delivery Lead owns the capacity commitment and scope decision.
  • The Project Manager owns delivery follow-through, and QA Engineer must examine the evidence needed for verification.
  • Agree external-system access and the owner of each connection before asking the assistant to change linked records.
  • Give the assistant the planning period and the specific work to inspect.

The Delivery Lead owns the capacity commitment and scope decision. The Project Manager owns delivery follow-through, and QA Engineer must examine the evidence needed for verification. Agree external-system access and the owner of each connection before asking the assistant to change linked records.

Give the assistant the planning period and the specific work to inspect. Review an explanation before authorizing record changes that affect another person's assignments.

Usage follows ERP.AI's platform metering. Review [pricing](/capacity-planning-dashboard/pricing) when estimating imports, workflow activity and connection work for the pilot.

Set up Capacity Planning Dashboard your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started