1. Construction Project Tracker
  2. Get started
Get started

Get Construction Project Tracker running in four steps.

Create your account and prepare a first project delivery cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Construction Project Tracker. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Construction Project Tracker in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Construction Project Tracker for your organization. Name the App Administrator, Project Coordinator and independent Project Reviewer who will run the first site cycle.

Prepare the first operating cycle

Choose one organization and project. Confirm its site address and contact, link active team members to platform users and create a package with an owner, due date and budget hours. Add task lines, planned hours and the evidence types your reviewer expects. Decide how a certificate will be numbered and what will be checked before submission.

Review before release

Run one package through task progress and certificate review. Compare the certificate organization and revision with the parent package, inspect its attachments, and have the Project Reviewer decide and explain the reason before the Project Coordinator updates the certificate. Review Operations Overview for overdue tasks and failed or review-needed receipts. Agree the connection that passes approved certified work to finance or payment operations.

Set up Construction Project Tracker your way.

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

How to get started