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- Agencies PM
- Implementation
How a Agencies PM rollout works
Start with one client engagement and rehearse the delivery decisions.
Set the client context
Import an organization, project owner and representative team members. Confirm project dates, budget and engagement model.
Plan the work
Add work packages, assigned tasks and a dated creative milestone for that project.
Run feedback and time
Raise a revision request with severity and submit a positive-hours time entry.
Review the decisions
Check triage and time approval outcomes with their receipts; inspect the delivery exception queue.
Expand the cycle
Add more engagements after the team agrees who owns each status change and evidence handoff.
What the customer provides
Provide client organization details, a current project plan, team members and capacity, package estimates, milestones and examples of worked time. Name the project manager, delivery lead, contributor and time approver for the pilot. Decide which files and client feedback may be shared with reviewers.
Changing it afterwards
Review status rules and access with the people who use them before changing them. Rehearse a late milestone, invalid triage and rejected time approval after a change. Keep the linked project records intact so a new report or view still traces back to the same engagement.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.