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PM for Construction · Available now

Keep site delivery and decisions in view.

PM for Construction connects a construction site to its client or contractor, project manager, programme dates and contract value. The project manager breaks work into packages; site managers and trade leads assign dated tasks to crew members.

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

Active Construction Projects

Construction projects in one list

New construction project
Construction projects in view
6
Active
6
Project codeProject nameClient contractorProject managerStart dateEnd date
RWCC-26Ridgeway community centerRidgeway Civic TrustPriya Banerjee16 Oct18 Oct
SQWH-26South Quay warehouse extensionBriar Hill Care PartnersOmar Nasser21 Oct28 Oct
BHCL-26Briar Hill clinic renovationRidgeway Civic TrustHana Sato25 Oct01 Nov
EGLB-26Eastgate library upgradeRidgeway Civic TrustLuis Ferreira20 Oct24 Oct
WCAP-26Willow Creek apartmentsSouth Quay Logistics GroupGrace Okoye02 Nov10 Nov
6 of 6 records
RWCC-26Construction projects · CP-75350
Active
Project nameRidgeway community center
Client contractorRidgeway Civic Trust
Project managerPriya Banerjee
Start date16 Oct
End date18 Oct
Evidence and submittal reviewCP-75350 · RWCC-26

Quality Inspector approves, rejects or returns the reviewed subject in submittal reviews.

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

A working view of the construction site

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

Projects and contractors

Keep each construction site tied to its client, manager, dates and delivery position.

  • One project identity
  • One accountable manager
  • Current delivery position
  • Clients contractors
  • Construction projects
  • Work packages
  • Site tasks
  • Site milestones
  • Construction risks
Explore projects and contractors
OverviewBlocked Site Tasks
Construction PM · Projects and contractors

Blocked Site Tasks

Site tasks

New
Task keyTitleWork packageAssigneePriorityDue date
RWCC-124Set forms for level two slabLevel two concrete worksHana SatoLow03 Nov
SQWH-203Install north riser supportsWest stairwell electricalHana SatoMedium20 Oct
BHCL-087Pour loading dock apronLevel two concrete worksMateo RivasHigh28 Oct
EGLB-156Test west stairwell lightingNorth mechanical riserLuis FerreiraCritical16 Oct
WCAP-214Seal atrium curtain wallAtrium facade installationLuis FerreiraLow12 Oct
6 of 6 records
RWCC-124Site tasks · ST-87164
Low
TitleSet forms for level two slab
Work packageLevel two concrete works
AssigneeHana Sato
Due date03 Nov
StatusBlocked
Example screen with sample data
Process

From site plan to reviewed work

Site plan to verified work ships ready to use. One step needs a named approval before the work moves on: Evidence and submittal review (Quality Inspector).

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

  1. Project setup

    Record the site, client or contractor, manager, programme dates and scope.

    RWCC-26CP-75350 · Project Manager
    Project setupBy Project Manager

  2. Work package planning

    Break the project into owned scopes with dates and estimated hours.

    RWCC-26CP-75350 · Project Manager
    Work package planningBy Project Manager

  3. Site execution

    Assign crew tasks and follow progress, blockers and actual hours.

    RWCC-26CP-75350 · Trade Lead
    Site executionBy Trade Lead

  4. Issue triage

    Move an Open issue with severity to Triaged and retain the receipt.

    RWCC-26CP-75350 · Site Manager
    Issue triageBy Site Manager

  5. Timesheet approval

    Submitting positive hours triggers approval and records the decision and receipt.

    RWCC-26CP-75350 · Crew Member
    Timesheet approvalBy Crew Member

  6. Evidence and submittal review

    Review the named subject and record an Approved, Rejected or Returned decision.

    RWCC-26CP-75350 · Quality Inspector
    Evidence and submittal reviewBy Quality Inspector
    ApprovalQuality Inspector approves, rejects or returns the reviewed subject in submittal reviews.

Start with Project setup to site plan

Inside a record

Projects, crew and evidence together

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

  1. 1
    Record details

    Project name, Client contractor, Project manager and Start date.

  2. 2
    Construction risks

    Each line is linked to this construction project.

  3. 3
    Who works on it

    Project Manager, Site Manager and Trade Lead, each with their own permissions.

  4. 4
    Process stages

    Project setup, with the role that acts.

  5. 5
    Approvals

    Evidence and submittal review, with who decides.

Active Construction ProjectsRWCC-26
Construction PM · Construction projects

RWCC-26

Ridgeway community center · Active

Log activity
1
Record details
Project nameRidgeway community center
Client contractorRidgeway Civic Trust
Project managerPriya Banerjee
Start date16 Oct
2
Construction risks

RWCC-26

Risk codeDescriptionCategory
RISK-RWCC-01Rain may delay slab pourSchedule
RISK-SQWH-02Riser parts have a long lead timeCost
RISK-BHCL-03Existing footing depth is unverifiedResource
Construction risks
6
3

Who works on it

  • Project ManagerManage construction projects, work packages, construction risks
  • Site ManagerManage site tasks, site milestones, RFIs site issues
  • Trade LeadManage site tasks, work packages
4

Process stages

  • Project setupProject Manager
5

Approvals

  • Evidence and submittal reviewQuality Inspector
    Approved
Example screen with sample data
Approvals

Keep labour decisions accountable

OverviewApprovals
Construction PM · Overview

Approvals

Signed in as Quality Inspector

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TMS-87443Luis Ferreira
    Briar Hill clinic renovationRequested by Project Manager
    Submitted2dActions
  • TMS-27654Hana Sato
    Briar Hill clinic renovationRequested by Project Manager
    Submitted3dActions
  • TMS-91328Hana Sato
    Willow Creek apartmentsRequested by Project Manager
    Submitted5dActions
  • TMS-99901Grace Okoye
    Willow Creek apartmentsRequested by Project Manager
    Submitted3dActions

Who approves what

DecisionApprover
Evidence and submittal reviewReview the named subject and record an Approved, Rejected or Returned decision.Quality Inspector
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

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

Project Manager

Owns the project programme, work packages and delivery exceptions.

This is the first screen this role sees.

OverviewSite Tasks In Flight

Site Tasks In Flight

Site tasks · Project Manager

In progress3
RWCC-124Set forms for level two slab
78
04 Nov
BHCL-087Pour loading dock apron
99
28 Oct
WCAP-214Seal atrium curtain wall
79
03 Nov
Add
In review3
SQWH-203Install north riser supports
86
14 Oct
EGLB-156Test west stairwell lighting
64
02 Nov
NFTD-066Inspect rooftop drainage
87
02 Nov
Add
Example screen with sample data

Roles and permissions

Reports

See dates, hours and open issues

Review site progress, workload, exceptions and decision outcomes from source records.

Overview
Construction PM · Overview

Construction PM dashboard

This quarter

Site tasks in view
6
In progress
3
In review
3

Construction projects by status

How far records got this quarter

StageReachedStep
Planned40
Active1845%
On hold1161%
At risk873%

Number of construction projects by status

Sample counts per stage

900
70Planned
90Active
50On hold
30At risk
20Completed
Example screen with sample data
  1. 01Project delivery position

    Compare programme end dates, status and construction progress across managed projects.

  2. 02Package labour variance

    Compare estimated and actual task hours within each work package and project.

  3. 03Crew workload

    Compare weekly capacity with assigned estimate, assigned actual and logged hours by crew member.

  4. 04Site task exceptions

    List blocked or overdue site tasks with owner, priority, due date and package.

  5. 05Milestone due position

    Show pending and missed milestones by project, owner and due date.

  6. 06RFI triage and verification

    Group site issues by severity, owner and status from Open through Verified.

  7. 07Construction risk exposure

    Compare risk rating, probability, impact and mitigation by project and owner.

  8. 08Timesheet approval position

    Compare submitted, approved and rejected hours by project and team member.

  9. 09Submittal outcomes

    Review approved, rejected and returned decisions by subject type and related project.

All reports and dashboards

Who it's for

Fit the team delivering the work

See how Construction PM fits your kind of team.

General contractors

Coordinate subcontracted site scopes, daily tasks and review decisions on one project record.

Specialist subcontractors

Follow a defined trade scope from assigned package to reviewed site work and crew time.

Owners and capital project teams

Review contractor delivery through project dates, milestones, issues and inspection evidence.

Controls

Check every decision against its source

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

OverviewSite plan to verified work
Construction PM · Process

Site plan to verified work

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

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
10
Project setup
Project Manager
StatusPlanned → Active
RecordsConstruction projects
Work package planning
Project Manager
StatusNot started → in progress
RecordsWork packages
Site execution
Trade Lead
StatusBacklog → in progress
Site plan to verified work
  1. Start
    Project setupPlanned → Active
    Construction projects
  2. Step
    Work package planningNot started → in progress
    Work packages
  3. Step
    Site executionBacklog → in progress
    Trade Lead
  4. Step
    Issue triageOpen → Triaged
    Inspection receipts
  5. Step
    Labour submissionDraft → Submitted
    Timesheets
Example screen with sample data

See each stage in detail

AI agent

Prepare the daily site review with Proto

Ask Proto to prepare site reviews while owners retain delivery decisions.

It can

  • Project Manager: Summarize active project milestones, blocked tasks and leading risks for the morning review.
  • Site Manager: List Open site issues with severity and owner before triage.
  • Trade Lead: Compare assigned task estimates with crew capacity for the next work period.
  • Quality Inspector: Find fixed issues awaiting verification and the evidence linked to each subject.

Stays with a person

  • A human owner decides whether a milestone is Met and whether inspection evidence supports a technical decision.
  • The timesheet workflow decides approval on submission from the current status and positive hours.
  • Proto can prepare the record set and explain a failed receipt, but the configured actor's permissions and review policy still govern the change.
  • Check the project and source identifier before acting on a summary.

Set up an agent

Integrations

Connects to the tools you use

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

  • Construction PM
  • Document storage
  • Identity provider
  • Commercial system
  • Project schedule 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 13 tables
13tables
  • Projects and contractors8
  • Work packages and site tasks5
  • Trades and labour time6
  • RFIs and construction risks6
  • Milestones and site exceptions7
  • Reviews and inspection evidence8
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. Agree the pilot site

    Name the project manager, site manager, trade lead and quality inspector. Choose one active project, its client or contractor, programme dates and an initial work package.

  2. Map people and work

    Import active crew, weekly capacity, package owners and task assignees. Keep project, package and task references consistent; confirm access accounts separately from crew records.

  3. Open the operating lists

    Review active projects, task board, blocked tasks, milestones and Site Exception Triage with the people who will use them each morning.

  4. Rehearse decisions

    Raise an Open RFI with severity and confirm triage plus a receipt. Try missing severity and a stale status. Submit positive time and check its approval result; then try zero hours and a changed status. Check the review and receipt outcomes.

  5. Review the first cycle

    Reconcile package estimates, task actuals and approved time. Check overdue milestones, unverified fixes and leading risks with their owners. Confirm evidence links point to the intended subjects before adding another project.

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 Construction PM.

All questions
How do I get started?

Click Get started, then use Proto to configure PM for Construction for your business. Pilot one active site, one work package, a small task board and the crew who will record time. Rehearse an RFI triage and a submitted-timesheet approval result before expanding.

What does the project record hold?

It connects the site name and code to its client or contractor, manager, programme dates, contract value, delivery method, status and scope. Packages, tasks, milestones, risks, issues and timesheets connect to that project context.

How do we follow daily site work?

Use the task board to separate backlog, work in progress, review, blocked work and completed tasks. Open a task for its assignee, dates, estimate, actual hours and package.

Can crew members record time against a task?

Yes. A timesheet names the crew member, work date, project and optional site task. Submission triggers approval checks; approved entries retain a review decision and receipt.

What happens if a submitted timesheet has zero hours?

The approval workflow blocks nonpositive hours and records a failed receipt. The source entry needs correction before another approval attempt.

How are RFIs and site issues handled?

A raised issue belongs to a project and carries severity, an owner and a status. Setting an issue to Open triggers triage when severity is present, which records the outcome. Fixed work remains visible for verification.

What is in the site exception queue?

Site Exception Triage brings overdue milestones and tasks, fixed-but-unverified issues and leading risks together with owners, age and links to their source records.

Can we attach inspection documents?

Inspection evidence records a file link, evidence kind and the parent record's type and identifier. A submittal review records the subject, reviewer, date and Approved, Rejected or Returned decision.

How do milestones relate to payment?

A milestone records a site checkpoint and its status. If the checkpoint feeds payment, agree a separate commercial handoff and authority for invoicing or release.

Can we migrate an existing project list?

Start with stable project, package, task and crew identifiers. Load parent records before child work, then reconcile dates, hours and owners on a small pilot site.

Set up Construction 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

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