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Corporate Event Planner
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Corporate Event Planner · Available now

Plan the event, review the budget, account for every admission.

Corporate Event Planner organizes an event around its owner, organization, venue, schedule and capacity. The Events page shows the calendar and admission activity for the selected event.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewEvent calendar
Corporate Event Planner · Events

Event calendar

Events in one list

New event
Events in view
6
Total capacity
4,060
Draft
2
Review
2
Draft2
Annual leadership retreatWillow Room at Harbor House
360
24 Oct
Partner strategy workshopLinden Riverside Hall
720
25 Oct
Add
Review2
Autumn customer forumWestmere Conference Atrium
840
23 Oct
New office opening receptionSilverbrook Executive Suite
860
03 Nov
Add
Approved1
Employee recognition eveningWestmere Conference Atrium
620
17 Oct
Add
Open1
Regional sales kickoffLinden Riverside Hall
660
16 Oct
Add
Annual leadership retreatEvents · EVN-64912
Draft
Starts at24 Oct
Ends at31 Oct
Capacity360
OwnerImran Qureshi
CounterpartyWillow Room at Harbor House
Review budgetEVN-64912 · Annual leadership retreat

The Budget Reviewer decides against the source revision.

Waiting for Budget Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
11
Saved views
12
Roles with set permissions
5
Reports and dashboards
8
Features

Plan the event in one place

Every feature works on the same records. Pick one to see the screen your team works in.

Event planning

Give each event an owner, venue, schedule and capacity before review.

  • One event record
  • A named venue
  • A reviewable change
  • Events
  • Organizations
  • Team members
  • Venues
  • Operation receipts
Explore event planning
OverviewOpen events
Corporate Event Planner · Event planning

Open events

Events

New
Record numberSubjectStarts atEnds atCapacityOwner
EVN-68299Annual leadership retreat31 Oct06 Nov550Elliot Reed
EVN-76394Autumn customer forum12 Oct19 Oct940Elliot Reed
EVN-17056Employee recognition evening02 Nov04 Nov540Kwame Boateng
EVN-23191Regional sales kickoff18 Oct26 Oct180Farah Nasser
EVN-20343Partner strategy workshop13 Oct22 Oct860Rohan Gupta
6 of 6 records
Annual leadership retreatEvents · EVN-68299
Starts at31 Oct
Ends at06 Nov
Capacity550
OwnerElliot Reed
CounterpartyElmcrest Meeting Pavilion
Example screen with sample data
Process

From draft to verified closeout

Plan to event closeout ships ready to use. 2 steps need a named approval before the work moves on: Review budget (Budget Reviewer) and Approve event (Budget Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Create event

    Assign an owner, venue, schedule and capacity.

    Annual leadership retreatEVN-64912 · Event Organizer
    Create eventBy Event Organizer

  2. Submit budget

    Send the linked budget at its current revision.

    Annual leadership retreatEVN-64912 · Event Organizer
    Submit budgetBy Event Organizer

  3. Review budget

    Record an independent decision and reason.

    Annual leadership retreatEVN-64912 · Budget Reviewer
    Review budgetBy Budget Reviewer
    ApprovalThe Budget Reviewer decides against the source revision.

  4. Approve event

    Decide on the reviewed event scope.

    Annual leadership retreatEVN-64912 · Budget Reviewer
    Approve eventBy Budget Reviewer
    ApprovalThe Budget Reviewer authorizes the reviewed event.

  5. Open admissions

    Reserve places under the event capacity.

    Annual leadership retreatEVN-64912 · Admissions Coordinator
    Open admissionsBy Admissions Coordinator

  6. Reconcile completion

    Compare admitted quantity with verified captures.

    Annual leadership retreatEVN-64912 · Finance Reviewer
    Reconcile completionBy Finance Reviewer

Start with Event approval

Inside a record

Check provider effects against the event

Open any event to see its admissions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Starts at, Ends at, Capacity and Owner.

  2. 2
    Admissions

    Each line is linked to this event.

  3. 3
    Who works on it

    Event Organizer, Budget Reviewer and Admissions Coordinator, each with their own permissions.

  4. 4
    Process stages

    Create event and Check venue and schedule, with the role that acts.

  5. 5
    Approvals

    Review budget and Approve event, with who decides.

Event calendarAnnual leadership retreat
Corporate Event Planner · Events

Annual leadership retreat

Willow Room at Harbor House · Draft

Log activity
1
Record details
Starts at24 Oct
Ends at31 Oct
Capacity360
OwnerImran Qureshi
2
Admissions

Annual leadership retreat

ParentLine numberAttendee reference
Autumn customer forum180Guest 0201
New office opening reception410Guest 0202
Autumn customer forum530Guest 0203
Admissions
6
Total line number
2,490
3

Who works on it

  • Event OrganizerManage Events, event budgets, Admissions
  • Budget ReviewerManage review decisions
  • Admissions CoordinatorManage Admissions
4

Process stages

  • Create eventEvent Organizer
  • Check venue and scheduleEvent Organizer
5

Approvals

  • Review budgetBudget Reviewer
    Approved
  • Approve eventBudget Reviewer
    Waiting
Example screen with sample data
Approvals

Keep decisions tied to the event revision

The person who submits a budget should be different from the person who approves it.

OverviewApprovals
Corporate Event Planner · Overview

Approvals

Signed in as Budget Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • EB-89580Annual leadership retreat
    Annual leadership retreatRequested by Event Organizer
    Submitted3dActions
  • EB-50500Autumn customer forum
    Company planning offsiteRequested by Event Organizer
    Submitted2dActions
  • EB-87815Employee recognition evening
    Company planning offsiteRequested by Event Organizer
    Submitted2dActions
  • EB-75499Regional sales kickoff
    Autumn customer forumRequested by Event Organizer
    Submitted4dActions

Who approves what

DecisionApprover
Review budgetRecord an independent decision and reason.Budget Reviewer
Approve eventDecide on the reviewed event scope.Budget Reviewer
Approve Events, event budgetsBudget Reviewer
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Corporate Event Planner to the work that is theirs. Pick a role to see what it starts with.

Event Organizer

Owns event plans, schedules, venue choices and draft corrections.

This is the first screen this role sees.

OverviewSubmitted budgets

Submitted budgets

Event budgets · Event Organizer

ParentOrganizationEventTicket quantityRevisionRegistered at
Annual leadership retreatCedarvale Corporate EventsAnnual leadership retreat56023020 Oct
Company planning offsiteElmcrest Executive ProgramsAutumn customer forum55028017 Oct
Company planning offsiteSilverbrook Partner NetworkEmployee recognition evening77066004 Nov
Autumn customer forumElmcrest Executive ProgramsRegional sales kickoff16080027 Oct
Company planning offsiteHarborfield Company ServicesPartner strategy workshop64054026 Oct
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read capacity, admissions and evidence together

Read event plans, budget decisions, admissions and provider evidence together.

Overview
Corporate Event Planner · Overview

Corporate Event Planner dashboard

This quarter

Event budgets in view
6
Total ticket quantity
3,600
Submitted
6

Events by status

How far records got this quarter

StageReachedStep
Draft38
Review2668%
Approved1973%
Open1158%

Capacity by status

Sample totals per stage

2.0k0
2.0kDraft
2.0kReview
2.0kApproved
2.0kOpen
2.0kCompleted
Example screen with sample data
  1. 01Event calendar by owner

    Event dates, capacities and lifecycle status for each owner.

  2. 02Budget review queue

    Submitted budgets by organization, event and ticket quantity.

  3. 03Decision history

    Review outcomes and reasons by event and source revision.

  4. 04Admission utilization

    Reserved and admitted quantities compared with event capacity.

  5. 05Verified payment evidence

    Verified provider amounts by event and evidence type.

  6. 06Operation exceptions

    Failed and needs-review receipts with action, revision and reason.

  7. 07Venue activity

    Events by venue, start date and status.

  8. 08Event closeout

    Completed events with admitted quantities and verified captures.

All reports and dashboards

Who it's for

For the teams running company events

See how Corporate Event Planner fits your kind of team.

Internal company events

Plan staff events with named owners, reviewed budgets and admission evidence.

Multi-office programs

Coordinate events across organizations, time zones and venue records.

Corporate program teams

Keep repeat event work accountable across organizers, reviewers and finance.

Controls

Keep guarded actions traceable

Each stage of plan to event closeout names the role that acts and the status it records, so a change is never anonymous.

OverviewPlan to event closeout
Corporate Event Planner · Process

Plan to event closeout

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
6
Check venue and schedule
Event Organizer
StatusDraft → Review
RecordsEvents, Venues
Submit budget
Event Organizer
StatusDraft → Submitted
RecordsOrganizations, Events
Review budgetApproval
Budget Reviewer
StatusSubmitted → Approved
RecordsReview decisions, Events
Plan to event closeout
  1. Start
    Check venue and scheduleDraft → Review
    Events
  2. Step
    Submit budgetDraft → Submitted
    Organizations
  3. Approval
    Review budgetSubmitted → Approved
    Review decisions
  4. Approval
    Approve eventReview → Approved
    Events
  5. Step
    Open admissionsApproved → Open
    Admissions
Example screen with sample data

See each stage in detail

AI agent

Ask Proto for the current event picture

Ask Proto to help inspect event plans and prepare guarded work.

It can

  • Event Organizer: Show upcoming owned events with venue, status and capacity, then identify the current revision before a review request.
  • Budget Reviewer: List submitted budgets and their linked event scope; prepare the decision context for a person to approve or reject.
  • Admissions Coordinator: Find the selected open event and show reserved and admitted lines before a guarded action.
  • Finance Reviewer: Compare admission quantities, verified captures and receipt exceptions for an event.

Stays with a person

  • A person makes the budget and event approval decision.
  • A provider confirms payment movement.
  • Proto can assemble the linked records and explain a discrepancy, but the acting person must check the current event revision, authority and evidence before a guarded action.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Corporate Event Planner
  • Identity
  • Payment provider
  • Authoritative operation source
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 11 tables
11tables
  • Event planning5
  • Budget review6
  • Venues and organizations6
  • Admissions4
  • Payment evidence5
  • Review and operations7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the operating scope

    Load organizations, users, team members and active venues. Confirm time zones, venue contacts and who owns the pilot event.

  2. Prepare the event

    Enter its schedule, capacity, venue and budget. Agree who submits the plan and who independently decides it.

  3. Connect evidence

    Configure provider payment evidence and the authoritative source used for external receipt references.

  4. Rehearse the gates

    Submit and approve the budget and event, then test a changed revision, a repeated admission and an unverified capture.

  5. Close the pilot

    Compare admitted quantities with verified captures and resolve receipt exceptions before completing the event.

Read the implementation plan

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

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Corporate Event Planner.

All questions
How do I get started?

Click Get started, then use Proto to configure Corporate Event Planner for your business. Begin with one organization, its active venues and team members, and one event whose budget and admissions can be rehearsed end to end.

Who owns an event?

Each event references a team member as its owner and an organization as its operating scope. Set both before sending the event for review.

Where do I see the event schedule?

The Events page shows the event calendar, capacity strip and admission-hour bars. Select an event to inspect its full detail below the visualization.

How is a budget reviewed?

The organizer submits a budget tied to the event and organization. An independent reviewer records a decision and reason against the event's source revision.

What happens if the event changes after approval?

Check the current revision against the reviewer decision before acting on the changed scope. The original decision remains part of the event history.

When can admissions begin?

An event moves through approval to Open. Reservation actions use the current event identity, revision, organization and actor scope.

What counts as an admission?

An admission line has a reservation time and, when the attendee enters, an admitted time. A repeated scan must retain the original admission.

How are payments checked?

Payment evidence records the provider event, type, amount, reference and verification state. Verified captures are used when assessing reservation completion and closeout.

How do we handle a cancellation?

The owner checks the current event and its linked admissions. Unused reservations can be released; executed scope needs reviewed compensation and confirmed provider evidence for any refund movement.

How is closeout verified?

The team compares admitted quantity with verified provider captures and inspects operation receipts. A discrepancy remains in review with its reason until resolved.

Set up Corporate Event Planner 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

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