Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Construction Project Tracker
- Finance and payments
- Document exchange
- Identity
Construction Project Tracker · Available now
Example screen with sample data
Keep site work, certificates and review evidence together.
Construction Project Tracker keeps an organization's projects, work packages and task lines in one delivery record. A Project Coordinator gives a package an owner, project, due date and budget hours, then tracks its status and the planned and actual hours on its tasks.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewActive Work Packages×
Construction Project Tracker · Work packages
New work package
Active Work Packages
Work packages in one list
Work packages in view
6Total budget hours
42Planned
2Active
2Planned2
North Pier foundation pourClinic Wing Expansion
4
29 OctClinic Wing mechanical fit-outMapleford Transit Hub
6
11 OctAdd
Active2
East Annex electrical rough-inClinic Wing Expansion
3
23 OctWest Yard drainage worksWest Yard Utility Upgrade
13
29 OctAdd
Review2
Atrium curtain wall installationMarket Hall Restoration
8
20 OctMarket Hall roof replacementRiverside Parking Deck
8
04 NovAdd
North Pier foundation pourWork packages · WP-42025
PlannedCounterpartyClinic Wing Expansion
OwnerClara Jensen
Due at29 Oct
Budget hours4
Review certificateWP-42025 · North Pier foundation pour
Project Reviewer decides on the submitted work and explains the reason for its revision.
Waiting for Project Reviewer
ApproveReturn
- Tables, ready to use
- 10
- Saved views
- 11
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
See the site work that needs attention
Every feature works on the same records. Pick one to see the screen your team works in.
Project context
Keep each project and site within its organization and assign named delivery staff.
- Organization
- Project
- Membership
- Organizations
- Projects
- Team members
- Users
- Work packages
- Progress certificates
OverviewAccepted Work Packages×
Construction Project Tracker · Project context
New
Accepted Work Packages
Work packages
| Record number | Subject | Counterparty | Accepted at | Budget hours | Status | |
|---|---|---|---|---|---|---|
| WP-85557 | North Pier foundation pour | Market Hall Restoration | 21 Oct | 9 | Accepted | |
| WP-78046 | East Annex electrical rough-in | Market Hall Restoration | 27 Oct | 10 | Accepted | |
| WP-29850 | Atrium curtain wall installation | Atrium Redevelopment | 20 Oct | 14 | Accepted | |
| WP-34058 | Clinic Wing mechanical fit-out | Atrium Redevelopment | 29 Oct | 2 | Accepted | |
| WP-41762 | West Yard drainage works | Market Hall Restoration | 22 Oct | 3 | Accepted |
6 of 6 records
North Pier foundation pourWork packages · WP-85557
AcceptedCounterpartyMarket Hall Restoration
Accepted at21 Oct
Budget hours9
Work packages
Track site scope through an owner, due date, budget hours and status.
- Ownership
- Lifecycle
- Linked work
- Work packages
- Projects
- Organizations
- Team members
- Tasks
- Progress certificates
OverviewPackages Due×
Construction Project Tracker · Work packages
New
Packages Due
Work packages
| Record number | Subject | Counterparty | Due at | Status | |
|---|---|---|---|---|---|
| WP-59701 | North Pier foundation pour | West Yard Utility Upgrade | 14 Oct | Draft | |
| WP-14134 | East Annex electrical rough-in | Market Hall Restoration | 16 Oct | Planned | |
| WP-24669 | Atrium curtain wall installation | Clinic Wing Expansion | 16 Oct | Active | |
| WP-20469 | Clinic Wing mechanical fit-out | North Pier Terminal Renewal | 19 Oct | Review | |
| WP-87269 | West Yard drainage works | Market Hall Restoration | 22 Oct | Accepted |
6 of 6 records
North Pier foundation pourWork packages · WP-59701
DraftCounterpartyWest Yard Utility Upgrade
Due at14 Oct
Tasks and hours
Compare planned and actual effort on the task lines beneath each work package.
- Line items
- Effort
- Dates
- Tasks
- Work packages
- Projects
- Team members
OverviewTasks Due×
Construction Project Tracker · Tasks and hours
New
Tasks Due
Tasks
| Parent | Line number | Task name | Planned hours | Actual hours | Due at | |
|---|---|---|---|---|---|---|
| East Annex electrical rough-in | 590 | Set foundation formwork | 11 | 16 | 11 Oct | |
| Parking Deck level 2 slab | 170 | Inspect slab reinforcement | 2 | 2 | 23 Oct | |
| Atrium curtain wall installation | 860 | Install level 3 cable trays | 14 | 10 | 14 Oct | |
| North Pier foundation pour | 840 | Test atrium glazing seals | 9 | 12 | 20 Oct | |
| Riverside access road paving | 200 | Commission air handling unit | 3 | 9 | 12 Oct |
6 of 6 records
Set foundation formworkTasks · TSK-52146
ParentEast Annex electrical rough-in
Line number590
Planned hours11
Actual hours16
Due at11 Oct
Progress certificates
Keep a certificate's value, revision and review state tied to its work package.
- Submission
- Review
- Outcome
- Progress certificates
- Work packages
- Organizations
- Tasks
- Record attachments
- Review decisions
OverviewSubmitted Certificates×
Construction Project Tracker · Progress certificates
New
Submitted Certificates
Approval conditions
| Certificate number | Parent | Organization | Revision | Certified value USD | Status | |
|---|---|---|---|---|---|---|
| PC-43343 | Parking Deck level 2 slab | Mapleford Site Delivery | 50 | 600 | Submitted | |
| PC-96898 | Riverside access road paving | Northline Field Operations | 350 | 720 | Submitted | |
| PC-20548 | Riverside access road paving | Stoneharbor Project Services | 160 | 520 | Submitted | |
| PC-73486 | Riverside access road paving | Ridgegate Engineering Group | 890 | 160 | Submitted | |
| PC-21602 | Riverside access road paving | Northline Field Operations | 880 | 660 | Submitted |
6 of 6 records
Parking Deck level 2 slabProgress certificates · PC-43343
SubmittedOrganizationMapleford Site Delivery
Revision50
Certified value USD600
Review and evidence
Keep revision decisions, attachments and operation receipts connected to the package.
- Decision
- Attachment
- Receipt
- Review decisions
- Record attachments
- Operation receipts
- Work packages
- Team members
- Progress certificates
OverviewReview Decisions×
Construction Project Tracker · Review and evidence
New
Review Decisions
Review decisions
| Parent | Source revision | Decision | Reviewer | Decided at | Reason | |
|---|---|---|---|---|---|---|
| North Pier foundation pour | 810 | Approve | Dev Patel | 16 Oct | Inspection passed with minor notes | |
| Parking Deck level 2 slab | 190 | Return | Isabel Moreno | 17 Oct | Rework needed at grid C4 | |
| East Annex electrical rough-in | 20 | Approve | Yuna Park | 12 Oct | Measured quantity confirmed | |
| Parking Deck level 2 slab | 850 | Return | Lucas Bennett | 14 Oct | Safety hold cleared on site | |
| Clinic Wing mechanical fit-out | 460 | Approve | Yuna Park | 13 Oct | Drawing revision accepted |
6 of 6 records
Inspection passed with minor notesReview decisions · RD-28577
ApproveParentNorth Pier foundation pour
Source revision810
ReviewerDev Patel
Decided at16 Oct
Operations overview
See delivery work, review decisions, planned hours and exceptions in one operating screen.
- Delivery position
- Review queue
- Exceptions
- Work packages
- Tasks
- Progress certificates
- Review decisions
- Operation receipts
- Projects
OverviewApproved Certificates×
Construction Project Tracker · Operations overview
New
Approved Certificates
Progress certificates
| Certificate number | Parent | Certified at | Certified value USD | Status | |
|---|---|---|---|---|---|
| PC-84385 | East Annex electrical rough-in | 26 Oct | 150 | Approved | |
| PC-74249 | Clinic Wing mechanical fit-out | 03 Nov | 790 | Approved | |
| PC-12492 | Parking Deck level 2 slab | 03 Nov | 190 | Approved | |
| PC-54200 | East Annex electrical rough-in | 21 Oct | 490 | Approved | |
| PC-31855 | Clinic Wing mechanical fit-out | 02 Nov | 930 | Approved |
6 of 6 records
East Annex electrical rough-inProgress certificates · PC-84385
ApprovedCertified at26 Oct
Certified value USD150
Process
Follow work from package to certificate
Track work to certificate review ships ready to use. One step needs a named approval before the work moves on: Review certificate (Project Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Set project context
Identify the organization, site and team members behind the work.
North Pier foundation pourWP-42025 · App AdministratorSet project contextBy App Administrator -
Plan work package
Give scope an owner, due date and budget hours.
North Pier foundation pourWP-42025 · Project CoordinatorPlan work packageBy Project Coordinator -
Track task progress
Record task effort, due dates and completed work.
North Pier foundation pourWP-42025 · Project CoordinatorTrack task progressBy Project Coordinator -
Submit certificate
Present certified work against its package and revision.
North Pier foundation pourWP-42025 · Project CoordinatorSubmit certificateBy Project Coordinator -
Review certificate
Project Reviewer examines evidence and gives a reasoned decision.
North Pier foundation pourWP-42025 · Project CoordinatorReview certificateBy Project CoordinatorApprovalProject Reviewer decides on the submitted work and explains the reason for its revision. -
Reconcile evidence
Compare the decision with attachments and operation receipts.
North Pier foundation pourWP-42025 · Project ReviewerReconcile evidenceBy Project Reviewer
Inside a record
Connect certified work to your finance process
Open any work package to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Counterparty, Owner, Due at and Budget hours.
- 2Operation receipts
Each line is linked to this work package.
- 3Who works on it
Project Reviewer, Project Coordinator and Auditor, each with their own permissions.
- 4Process stages
Plan work package and Close accepted scope, with the role that acts.
- 5Approvals
Review certificate, with who decides.
Active Work PackagesNorth Pier foundation pour×
Construction Project Tracker · Work packages
Log activity
North Pier foundation pour
Clinic Wing Expansion · Planned
1
Record details
CounterpartyClinic Wing Expansion
OwnerClara Jensen
Due at29 Oct
Budget hours4
2
Operation receipts
North Pier foundation pour
| Parent | Operation key | Action |
|---|---|---|
| Parking Deck level 2 slab | accept-foundation-017 | Submit for review |
| Riverside access road paving | accept-electrical-018 | Accept work package |
| East Annex electrical rough-in | revise-glazing-019 | Request rework |
- Operation receipts
- 6
- Total expected revision
- 3,610
3
Who works on it
- Project ReviewerView operation receipts, Organizations, progress certificates…
- Project CoordinatorManage progress certificates, record attachments, Tasks, work…
- AuditorView operation receipts, Organizations, progress certificates…
4
Process stages
- Plan work packageProject Coordinator
- Close accepted scopeProject Coordinator
5
Approvals
- Review certificateProject ReviewerApproved
Approvals
Review certified progress with a named decision
Project Reviewer examines eligible revisions and operational evidence independently.
OverviewApprovals×
Construction Project Tracker · Overview
Approvals
Signed in as Project Reviewer
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- PC-43343Parking Deck level 2 slabSubmitted0dActions
- PC-96898Riverside access road pavingSubmitted4dActions
- PC-20548Riverside access road pavingSubmitted2dActions
- PC-73486Riverside access road pavingSubmitted6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review certificateProject Reviewer examines evidence and gives a reasoned decision. | Project Reviewer |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens Construction Project Tracker to the work that is theirs. Pick a role to see what it starts with.
Project Reviewer
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
OverviewSubmitted Certificates×
Submitted Certificates
Progress certificates · Project Reviewer
| Certificate number | Parent | Organization | Revision | Certified value USD | Status | |
|---|---|---|---|---|---|---|
| PC-43343 | Parking Deck level 2 slab | Mapleford Site Delivery | 50 | 600 | Submitted | |
| PC-96898 | Riverside access road paving | Northline Field Operations | 350 | 720 | Submitted | |
| PC-20548 | Riverside access road paving | Stoneharbor Project Services | 160 | 520 | Submitted | |
| PC-73486 | Riverside access road paving | Ridgegate Engineering Group | 890 | 160 | Submitted | |
| PC-21602 | Riverside access road paving | Northline Field Operations | 880 | 660 | Submitted |
6 of 6 records
Project Coordinator
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
OverviewSubmitted Certificates×
Submitted Certificates
Progress certificates · Project Coordinator
| Certificate number | Parent | Organization | Revision | Certified value USD | Status | |
|---|---|---|---|---|---|---|
| PC-43343 | Parking Deck level 2 slab | Mapleford Site Delivery | 50 | 600 | Submitted | |
| PC-96898 | Riverside access road paving | Northline Field Operations | 350 | 720 | Submitted | |
| PC-20548 | Riverside access road paving | Stoneharbor Project Services | 160 | 520 | Submitted | |
| PC-73486 | Riverside access road paving | Ridgegate Engineering Group | 890 | 160 | Submitted | |
| PC-21602 | Riverside access road paving | Northline Field Operations | 880 | 660 | Submitted |
6 of 6 records
Auditor
Read authorized evidence and reports.
This is the first screen this role sees.
OverviewSubmitted Certificates×
Submitted Certificates
Progress certificates · Auditor
| Certificate number | Parent | Organization | Revision | Certified value USD | Status | |
|---|---|---|---|---|---|---|
| PC-43343 | Parking Deck level 2 slab | Mapleford Site Delivery | 50 | 600 | Submitted | |
| PC-96898 | Riverside access road paving | Northline Field Operations | 350 | 720 | Submitted | |
| PC-20548 | Riverside access road paving | Stoneharbor Project Services | 160 | 520 | Submitted | |
| PC-73486 | Riverside access road paving | Ridgegate Engineering Group | 890 | 160 | Submitted | |
| PC-21602 | Riverside access road paving | Northline Field Operations | 880 | 660 | Submitted |
6 of 6 records
App Administrator
Maintain organization configuration and membership.
- Manage Organizations, Projects, team members
Admin
Admin oversees access and configuration for the project tracker.
- Manage Organizations, Projects, team members
- View work packages, Tasks, progress certificates, review decisions, record attachments, operation receipts
Reports
Read progress from the underlying records
Read delivery status, task effort, certificate values and review exceptions.
Overview×
Construction Project Tracker · Overview
Construction Project Tracker dashboard
This quarter
Progress certificates in view
6Total certified value USD
3,070Submitted
6Work packages by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 33 | ||
| Planned | 7 | 21% | |
| Active | 2 | 29% | |
| Review | 1 | 50% |
Budget hours by status
Sample totals per stage
- 01Work package status
Shows package numbers, projects, owners and current statuses.
- 02Due work
Lists work packages and task lines by due date and completion date.
- 03Planned versus actual hours
Compares task hours under each work package and its budget hours.
- 04Certificate value by project
Groups certificate values through each package's project.
- 05Certificate review queue
Lists submitted certificates with revision, parent package and value.
- 06Reviewer decisions
Shows decision, reviewer, reason and source revision for each package.
- 07Operation exceptions
Lists failed or review-needed receipts with their operation keys and reasons.
- 08Evidence inventory
Groups attachments by package, evidence type and visibility.
Who it's for
Fit the tracker to your project team
See how Construction Project Tracker fits your kind of team.
Controls
Trace decisions and operation exceptions
Each stage of track work to certificate review names the role that acts and the status it records, so a change is never anonymous.
OverviewTrack work to certificate review×
Construction Project Tracker · Process
Track work to certificate review
Each stage, the role that acts and the status it records
Process stages
10Approval steps
1Roles involved
3Tables touched
9Plan work package
Project CoordinatorStatusDraft → Planned
RecordsWork packages, Projects
Start site work
Project CoordinatorStatusPlanned → Active
RecordsProjects
Submit certificate
Project CoordinatorStatusDraft → Submitted
RecordsProjects
- StartWork packagesPlan work packageDraft → Planned
- StepProjectsStart site workPlanned → Active
- StepProjectsSubmit certificateDraft → Submitted
- ApprovalRecord attachmentsReview certificateProject Coordinator, Project Reviewer
- StepProjectsRecord outcomeSubmitted → Approved
AI agent
Ask Proto about live delivery records
Use Proto to prepare project records and inspect delivery exceptions with your team.
It can
- Project Coordinator: Ask for packages due soon, task lines past due and certificates waiting for submission.
- Project Reviewer: Ask for submitted certificates with their parent packages, revisions, attached evidence and exception receipts.
- Auditor: Ask for a package's certificate, reviewer decision, attachments and operation receipt trail.
- App Administrator: Ask which project and team member records need checking before a pilot site begins.
Stays with a person
- Proto can organize records and prepare a review case.
- A Project Reviewer still makes the certificate decision, and the Project Coordinator maintains the certificate outcome.
- The team must inspect the correct package revision, evidence and certified value.
- A finance system makes and reconciles payments under its own controls.
Show submitted progress certificates with their parent work package, revision and value. Open the related review decision and any operation receipt needing review.
Proto can organize records and prepare a review case.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 10 tables10tables
- Project context6
- Work packages9
- Tasks and hours4
- Progress certificates6
- Review and evidence6
- Operations overview7
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set project context
Add the organization, project, site contact and active team members; confirm the time zone, currency and identity links.
Plan package work
Define package numbering, owners, due dates and budget hours; add task lines with planned hours.
Run a delivery cycle
Record actual hours, completion dates and attachments; review overdue tasks and active packages in Operations Overview.
Review a certificate
Submit a certificate against the package and organization, have a Project Reviewer inspect the revision and evidence, and give a reasoned decision to the Project Coordinator, who maintains the certificate outcome.
Reconcile exceptions
Inspect failed and review-needed operation receipts, then check certificate outcome and persisted effects before broadening use.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Construction Project Tracker for your business. Begin with one organization, one active project, named team members and a package that can pass through certificate review.
What is a work package?
It is an owned scope of work under a project, with a record number, subject, status, due date and budget hours. Tasks, certificates and evidence connect to it.
Can I see overdue work?
Operations Overview surfaces tasks past due. Packages Due and Tasks Due provide record-level details for follow-up.
How are planned and actual hours recorded?
Task lines hold planned and actual hours. The parent work package holds budget hours, so the team can compare the detail with the scope budget.
Where do progress certificates belong?
Each certificate refers to a work package and organization. Its status, revision, value and dates stay with that record.
Who reviews a certificate?
Project Reviewer examines the submitted version and supporting package evidence, and gives the Project Coordinator a reasoned decision for the relevant revision. The coordinator maintains the certificate outcome.
Can we attach site evidence?
Record attachments keep a file, title, evidence type, upload date and visibility under the work package.
What happens when an operation needs attention?
Operation Exceptions shows receipts marked failed or needing review. Open the receipt to inspect its operation key, expected revision, result and failure reason.
How does contractor payment fit?
Use the certificate and review trail as a handoff to the finance or payment system chosen during implementation. Agree who reconciles the transferred value and certificate revision.
Can an auditor inspect the history?
Auditor can read authorized packages, tasks, certificates, attachments, decisions and operation receipts to follow a reviewed case.
Set up Construction Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.