Meeting Management

Projects, tasks and resources, in one system.

Agenda builder, minutes, action items, follow-up

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Planned scope

Milestone billing

Utilisation

WIP

Change orders

Rate cards

Earned value

Gantt

Capacity

Client portal

Budget vs actual

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Projects

Scope, phases and milestones

Tasks

Assignments, dependencies and boards

Resources

Capacity, roles and allocation

Timesheets

Time capture with approval

Billing

Milestones, rates and invoices

Margins

Budget, cost and earned value

Workflow handoff

Plan to bill

Projects, tasks and resources, in one system.

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01
Scope
02
Plan
03
Deliver
04
Approve timesheets
05
Invoice

ERP•AI workspace

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Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.

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Capabilities describe the planned system scope.

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ProjectsPlanned

Task & Kanban Board

Keep the work moving, together.

Kanban boards
Task assignments
WIP limits
Due dates
Checklists
Team reviews

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ProjectsPlanned

Gantt Chart Planner

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

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ProjectsPlanned

Resource Planning System

Put the right people on the right work.

Skill matching
Capacity planning
Resource requests
Assignments
Utilisation
Rate cards

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ProjectsPlanned

Timesheet Management

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

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IT ProjectsPlanned

PM for IT Projects

Bring your backlog, sprints and releases together.

Sprint planning
Issue tracking
Kanban boards
Bug verification
Pull requests
Release planning

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ConstructionPlanned

PM for Construction

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

AgenciesPlanned

PM for Agencies

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

SCM with Kanban Replenishment

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

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ProjectsPlanned

Sprint / Agile Board

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

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ProjectsPlanned

Portfolio Management

Fund the right initiatives. Keep strategy on track.

Strategic alignment
Proposal scoring
Stage gates
Funding approvals
Executive roadmaps
Benefit tracking

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ProjectsPlanned

Bug Tracking System

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Requirements Management

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Release Management

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Risk Management

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Change Request Management

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Resource Booking System

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

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ProjectsPlanned

Client Collaboration Portal

Give every client a clear place to collaborate.

Branded client portals
Project access
Document sharing
Client approvals
Status updates
Conversation threads

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ProjectsPlanned

OKR Tracking System

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Product Roadmap Tool

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Estimation & Quote Builder

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Capacity Planning Dashboard

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ProjectsPlanned

Freelancer Project Tracker

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ConstructionPlanned

Construction Punch List

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

ConstructionPlanned

Construction Project Tracker

Projects, tasks and resources, in one system.

Milestone billing
Utilisation
WIP
Change orders
Rate cards
Earned value

Start now Explore

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Meeting Management

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Meeting Management

Reference

Meeting Management

Projects, tasks and resources, in one system.