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Agencies PM
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PM for Agencies · Available now

Keep client delivery and approved time connected.

PM for Agencies keeps client engagements, work packages, assigned tasks and creative checkpoints linked to the organization that owns the work. A project manager sets the schedule and budget, gives a delivery lead ownership, and follows tasks through review and completion.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Projects
Agencies PM · Projects

Active Projects

Approval conditions

New project
Projects in view
6
Total budget
3,330
Active
6
Project codeProject nameOrganizationOwnerStart dateEnd date
HARB-26-SPRHarborline spring campaignSlate Grove OutfittersLeo Fischer19 Oct21 Oct
MORR-26-BRANDMorrow House brand refreshMorrow House FurnishingsIsla Moreno18 Oct21 Oct
CEDF-26-LAUNCHCedar & Finch product launchMorrow House FurnishingsLeo Fischer11 Oct13 Oct
NWIN-26-GUIDENorthwind visitor guideSlate Grove OutfittersLeo Fischer13 Oct21 Oct
SLAT-26-WEBSlate Grove website redesignLumen Yard MarketsZara Okonkwo25 Oct28 Oct
6 of 6 records
HARB-26-SPRProjects · PRJ-37115
Active
Project nameHarborline spring campaign
OrganizationSlate Grove Outfitters
OwnerLeo Fischer
Start date19 Oct
End date21 Oct
Review delivery evidencePRJ-37115 · HARB-26-SPR

Client Reviewer decides whether the deliverable is approved or returned.

Waiting for Client Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
15
Roles with set permissions
6
Reports and dashboards
9
Features

See the work behind each client promise

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

Client Projects

Keep engagement scope, owners and dates visible from kickoff through completion.

  • Anchor the engagement
  • Keep dates and budget together
  • Escalate a change in health
  • Projects
  • Organizations
Explore client projects
OverviewMy Projects
Agencies PM · Client Projects

My Projects

Projects

New
Project codeProject nameStart dateEnd dateStatus
HARB-26-SPRHarborline spring campaign25 Oct28 OctPlanned
MORR-26-BRANDMorrow House brand refresh24 Oct28 OctActive
CEDF-26-LAUNCHCedar & Finch product launch18 Oct24 OctAt risk
NWIN-26-GUIDENorthwind visitor guide14 Oct17 OctCompleted
SLAT-26-WEBSlate Grove website redesign03 Nov11 NovPlanned
6 of 6 records
HARB-26-SPRProjects · PRJ-88691
Planned
Project nameHarborline spring campaign
Start date25 Oct
End date28 Oct
Example screen with sample data
Process

Follow the engagement from plan to evidence

Plan and verify agency delivery ships ready to use. One step needs a named approval before the work moves on: Review delivery evidence (Client Reviewer).

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

  1. Register client project

    Set the client, owner, dates and budget.

    HARB-26-SPRPRJ-37115 · Project Manager
    Register client projectBy Project Manager

  2. Plan work packages

    Break the engagement into owned work.

    HARB-26-SPRPRJ-37115 · Project Manager
    Plan work packagesBy Project Manager

  3. Assign and deliver tasks

    Follow assignments through review.

    HARB-26-SPRPRJ-37115 · Studio Contributor
    Assign and deliver tasksBy Studio Contributor

  4. Triage revision requests

    Route client feedback with severity.

    HARB-26-SPRPRJ-37115 · Studio Contributor
    Triage revision requestsBy Studio Contributor

  5. Approve submitted time

    Submitted positive hours receive an approval record.

    HARB-26-SPRPRJ-37115
    Approve submitted time

  6. Review delivery evidence

    Inspect risks, decisions and receipts.

    HARB-26-SPRPRJ-37115 · Project Manager
    Review delivery evidenceBy Project Manager
    ApprovalClient Reviewer decides whether the deliverable is approved or returned.

Start with Project setup

Inside a record

Keep finance and file handoffs in view

Open any project to see its creative milestones, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Project name, Organization, Owner and Start date.

  2. 2
    Creative milestones

    Each line is linked to this project.

  3. 3
    Who works on it

    Admin, Delivery Lead and Project Manager, each with their own permissions.

  4. 4
    Process stages

    Register client project and Plan work packages, with the role that acts.

  5. 5
    Approvals

    Review delivery evidence, with who decides.

Active ProjectsHARB-26-SPR
Agencies PM · Projects

HARB-26-SPR

Harborline spring campaign · Active

Log activity
1
Record details
Project nameHarborline spring campaign
OrganizationSlate Grove Outfitters
OwnerLeo Fischer
Start date19 Oct
2
Creative milestones

HARB-26-SPR

Milestone nameProjectOwner
Concept route approvedHarborline spring campaignNadia Almasi
Photography selects deliveredCedar & Finch product launchLeo Fischer
Homepage design signed offNorthwind visitor guidePriya Shah
Creative milestones
6
3

Who works on it

  • AdminManage Users, Organizations, team members
  • Delivery LeadManage Projects, work packages, Risks
  • Project ManagerManage Projects, work packages, Tasks, creative milestones…
4

Process stages

  • Register client projectProject Manager
  • Plan work packagesProject Manager
5

Approvals

  • Review delivery evidenceClient Reviewer
    Approved
Example screen with sample data
Approvals

Check the recorded time decision

Contributors submit hours; the workflow approves valid entries and a time approver reviews the outcome and project context.

OverviewApprovals
Agencies PM · Overview

Approvals

Signed in as Client Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TE-61900Harborline spring campaign
    Design launch landing pageRequested by Finn O'Connell
    Billable1dActions
  • TE-88024Northwind visitor guide
    Export display ad variantsRequested by Isla Moreno
    Non-Billable2dActions
  • TE-12033Cedar & Finch product launch
    Draft campaign headline optionsRequested by Finn O'Connell
    Billable4dActions
  • TE-66313Morrow House brand refresh
    Edit founder interviewRequested by Zara Okonkwo
    Non-Billable3dActions

Who approves what

DecisionApprover
Review delivery evidenceInspect risks, decisions and receipts.Client Reviewer
Approve review decisionsAdmin
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Agencies PM to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains users, organizations and the operating setup.

  • Manage Users, Organizations, team members
  • View Projects, operation receipts
  • Approve review decisions

Roles and permissions

Reports

Read schedule, effort and feedback together

Read schedule, work, revisions and approved time from linked delivery records.

Overview
Agencies PM · Overview

Agencies PM dashboard

This quarter

Time entries in view
6
Total hours
51
Billable
3
Non-Billable
3

Projects by status

How far records got this quarter

StageReachedStep
Planned24
Active1667%
On hold1169%
At risk873%

Budget by status

Sample totals per stage

10.0k0
10.0kPlanned
6.0kActive
4.0kOn hold
3.0kAt risk
7.0kCompleted
Example screen with sample data
  1. 01Project schedule and budget

    Compare each project's start, end, budget, status and owner.

  2. 02Package effort variance

    Compare estimated and actual hours by project and work package.

  3. 03Task completion

    Group tasks by project, package, assignee and status.

  4. 04Creative milestone health

    Show due dates and Pending, Met or Missed status by project and owner.

  5. 05Revision workload

    Group requests by project, severity, status and owner.

  6. 06Submitted time awaiting review

    Show submitted hours by work date, project and team member.

  7. 07Approved billable time

    Sum approved billable hours by project and team member.

  8. 08Open risk exposure

    Group open risks by probability, impact, owner and project.

  9. 09Approval and receipt trail

    Compare review decisions with operation type, result and occurrence date.

All reports and dashboards

Who it's for

Fit the way your studio delivers

See how Agencies PM fits your kind of team.

Creative studios

Organize design concepts, artwork and review cycles in a single client delivery record.

Marketing agencies

Organize campaign schedules, client feedback and production work in a single client delivery record.

Digital agencies

Organize client projects with delivery packages and tracked work in a single client delivery record.

Controls

Trace decisions and failed attempts

Each stage of plan and verify agency delivery names the role that acts and the status it records, so a change is never anonymous.

OverviewPlan and verify agency delivery
Agencies PM · Process

Plan and verify agency delivery

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

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
8
Plan work packages
Project Manager
StatusNot started → in progress
RecordsProjects
Assign and deliver tasks
Studio Contributor, Project Manager
StatusBacklog → in progress
RecordsProjects, Tasks
Check creative milestones
Project Manager
StatusPending → Met
RecordsProjects
Plan and verify agency delivery
  1. Start
    Plan work packagesNot started → in progress
    Projects
  2. Step
    Assign and deliver tasksBacklog → in progress
    Projects
  3. Step
    Check creative milestonesPending → Met
    Projects
  4. Step
    Triage revision requestsOpen → Triaged
    Operation receipts
  5. Step
    Resolve revision workTriaged → in progress → Fixed
    Projects
Example screen with sample data

See each stage in detail

AI agent

Ask for the next record to review

Ask Proto to inspect project work and prepare the next delivery decision.

It can

  • Project Manager: Show active projects with blocked tasks and upcoming creative milestones.
  • Delivery Lead: Summarize open risks and delivery exceptions with their owners.
  • Studio Contributor: Find assigned tasks and submitted time that needs review.
  • Time Approver: Show submitted time with the linked project and task for review.

Stays with a person

  • A person decides whether work is ready or a revision is verified.
  • The time workflow approves valid submitted entries automatically.
  • Ask the agent to prepare the linked records and identify the next owner; keep the decision with the responsible role.

Set up an agent

Integrations

Connects to the tools you use

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

  • Agencies PM
  • Finance and invoicing
  • File storage
  • Client communication
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 13 tables
13tables
  • Client Projects2
  • Work Planning4
  • Creative Milestones3
  • Revision Requests4
  • Team and Time6
  • Delivery Evidence5
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 client context

    Import an organization, project owner and representative team members. Confirm project dates, budget and engagement model.

  2. Plan the work

    Add work packages, assigned tasks and a dated creative milestone for that project.

  3. Run feedback and time

    Raise a revision request with severity and submit a positive-hours time entry.

  4. Review the decisions

    Check triage and time approval outcomes with their receipts; inspect the delivery exception queue.

  5. Expand the cycle

    Add more engagements after the team agrees who owns each status change and evidence handoff.

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 Agencies PM.

All questions
How do I get started?

Click Get started, then use Proto to configure PM for Agencies for your business. Pilot one client project with a named owner, work package, milestone, revision request and time approval.

Where does client work begin?

Create the organization and project, then add packages and assigned tasks to the engagement.

How do we see late creative work?

Use Creative Milestones At Risk and Delivery Exception Queue to follow a dated checkpoint to its owner.

How are client revisions handled?

Record a revision request with a project and severity. Triage moves a valid Open request to Triaged and writes a receipt.

What happens if triage is invalid?

The request stays in its current state and the failed attempt is recorded for review.

How is time approved?

A contributor submits positive hours against a project. The workflow approves a valid submitted entry and records a decision and receipt; the time approver reviews the result.

Can we see team capacity?

Team members carry weekly capacity alongside assigned estimates and logged hours for planning discussions.

What supports a client review?

Use linked project records, creative checkpoints, file attachments and review decisions to show the work and its outcome.

Where does invoicing happen?

The finance process handles rates, invoices and collection. Approved billable project time can inform that handoff.

Set up Agencies PM 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

A personal agent for your business

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