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- Agencies PM
- Frequently asked questions
Questions, answered
Answers to common setup and delivery questions for agency teams.
Agencies PM
9 questions
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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.