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Event Planning PM
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PM for Event Planning · Available now

Plan event work and review it against the record.

PM for Event Planning organizes client event projects into owned work packages, task lines and readiness records. A Project Coordinator prepares scope, planned hours, due dates and dependencies.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewWork Package Board
Event Planning PM · Work packages

Work Package Board

Work packages in one list

New work package
Work packages in view
6
Total budget hours
65
Draft
2
Planned
2
Draft2
Venue and floor planWP-24952
16
22 Oct
Stage and lighting buildWP-80544
13
23 Oct
Add
Planned2
Catering service coordinationWP-53039
2
31 Oct
Sponsor showcase deliveryWP-36975
14
14 Oct
Add
Active1
Speaker travel and hospitalityWP-29470
6
04 Nov
Add
Review1
Registration desk setupWP-17411
14
29 Oct
Add
Venue and floor planWork packages · WP-24952
Draft
OwnerYusuf Rahman
Due at22 Oct
Budget hours16
Review deliveryWP-24952 · Venue and floor plan

Project Reviewer checks task completion and shared evidence before acceptance.

Waiting for Project Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

See event work in context

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

Projects and organizations

Keep each event engagement connected to the organization that owns it and the project that receives the work.

  • Organization
  • Project
  • Package link
  • Organizations
  • Projects
  • Team members
  • Users
Explore projects and organizations
OverviewProject Directory
Event Planning PM · Projects and organizations

Project Directory

Projects

New
NameCodeContact nameAddressOrganization
Northshore leadership summitNLS-2026Imani Brooks18 Harbor Lane, NorthshoreWillow Park Community Trust
Cedar Vale fundraiser galaCVG-2026Peter Duarte240 Cedar Avenue, FairhavenMarlow Events Studio
Harbor Arts opening nightHAO-2026Ava Saleh6 Gallery Walk, EastportCedar Vale Giving Circle
Briarfield product showcaseBPS-2026Rohan Shah91 Foundry Road, BriarfieldHarbor Arts Collective
Willow Park community fairWPC-2026Sofia Mercer30 Willow Square, ParksideNorthshore Forum Group
6 of 6 records
Northshore leadership summitProjects · PRJ-20619
CodeNLS-2026
Contact nameImani Brooks
Address18 Harbor Lane, Northshore
OrganizationWillow Park Community Trust
Example screen with sample data
Process

From event plan to accepted delivery

Plan event work to acceptance ships ready to use. One step needs a named approval before the work moves on: Review delivery (Project Reviewer).

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

  1. Register the project

    Connect the engagement to its organization and contact.

    Venue and floor planWP-24952 · Project Coordinator
    Register the projectBy Project Coordinator

  2. Plan the work package

    Assign scope, owner, due date and budget hours.

    Venue and floor planWP-24952 · Project Coordinator
    Plan the work packageBy Project Coordinator

  3. Baseline the task plan

    Check dependencies and record the planned revision.

    Venue and floor planWP-24952 · Project Coordinator
    Baseline the task planBy Project Coordinator

  4. Deliver and document

    Complete task lines and attach shared evidence.

    Venue and floor planWP-24952 · Event Worker
    Deliver and documentBy Event Worker

  5. Review delivery

    A Project Reviewer decides against the submitted revision.

    Venue and floor planWP-24952 · Project Reviewer
    Review deliveryBy Project Reviewer
    ApprovalProject Reviewer checks task completion and shared evidence before acceptance.

  6. Verify completion

    Compare operation receipts with their expected effects.

    Venue and floor planWP-24952 · Project Reviewer
    Verify completionBy Project Reviewer

Start with Register an event project

Inside a record

Trace external effects

Open any work package to see its event readiness, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Due at and Budget hours.

  2. 2
    Event readiness

    Each line is linked to this work package.

  3. 3
    Who works on it

    Admin, Project Coordinator and Event Worker, each with their own permissions.

  4. 4
    Process stages

    Plan the work package and Submit delivery for review, with the role that acts.

  5. 5
    Approvals

    Review delivery, with who decides.

Work Package BoardVenue and floor plan
Event Planning PM · Work packages

Venue and floor plan

Draft

Log activity
1
Record details
OwnerYusuf Rahman
Due at22 Oct
Budget hours16
2
Event readiness

Venue and floor plan

EventVendorDue at
Northshore leadership summitOakline Event Catering20 Oct
Cedar Vale fundraiser galaCrestpoint Audio Works12 Oct
Harbor Arts opening nightRiverbend Floral Studio19 Oct
Event readiness
6
Total open checklist items
1,990
3

Who works on it

  • AdminManage Organizations, Projects, team members, Users
  • Project CoordinatorManage Projects, work packages, Tasks, event readiness
  • Event WorkerManage Tasks, record attachments
4

Process stages

  • Plan the work packageProject Coordinator
  • Submit delivery for reviewProject Coordinator
5

Approvals

  • Review deliveryProject Reviewer
    Approved
Example screen with sample data
Approvals

Keep decisions with the revision

Keep Project Reviewer separate from the person who prepared the package or readiness submission.

OverviewApprovals
Event Planning PM · Overview

Approvals

Signed in as Project Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • ER-39766Northshore leadership summit
    Oakline Event CateringRequested by Admin
    Waiting0dActions
  • ER-75926Cedar Vale fundraiser gala
    Crestpoint Audio WorksRequested by Admin
    Waiting3dActions
  • ER-16814Harbor Arts opening night
    Riverbend Floral StudioRequested by Admin
    Waiting3dActions
  • ER-38742Briarfield product showcase
    North Quay Shuttle Co.Requested by Admin
    Waiting6dActions

Who approves what

DecisionApprover
Review deliveryA Project Reviewer decides against the submitted revision.Project Reviewer
Approve work packages, event readinessProject Reviewer
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 Event Planning PM to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains organization membership and access for the event planning team.

  • Manage Organizations, Projects, team members, Users
  • View work packages, Tasks, event readiness, operation receipts

Roles and permissions

Reports

Answer delivery questions from records

Answer delivery, readiness and exception questions from linked records.

Overview
Event Planning PM · Overview

Event Planning PM dashboard

This quarter

Event readiness in view
6
Total open checklist items
1,990
Due at within 14 days
2

Work packages by status

How far records got this quarter

StageReachedStep
Draft43
Planned1637%
Active638%
Review350%

Budget hours by status

Sample totals per stage

1.0k0
-1000Draft
0Planned
1.0kActive
1.0kReview
1.0kAccepted
Example screen with sample data
  1. 01Work package status by project

    Group packages by Counterparty and Status to see delivery position.

  2. 02Planned versus actual task hours

    Compare planned hours and actual hours by Parent and task line.

  3. 03Overdue task work

    List Tasks with due at before today and no completed at.

  4. 04Readiness decisions

    Compare event readiness Status, decision at and open checklist items by Event.

  5. 05Reviewer decision history

    Show Decision, source revision, decided at and Reason by Parent.

  6. 06Operation exception queue

    Show receipts in Pending, Failed or needs review with failure reason and Parent.

  7. 07Evidence visibility

    List record attachments by Visibility, evidence type, uploaded at and Parent.

  8. 08Accepted package timing

    Compare due at and accepted at for accepted work packages.

All reports and dashboards

Who it's for

Fit the event you run

See how Event Planning PM fits your kind of team.

Corporate events

Apply event project controls to corporate events work and its delivery decisions.

Conferences

Apply event project controls to conferences work and its delivery decisions.

Private events

Apply event project controls to private events work and its delivery decisions.

Controls

Preserve the decision trail

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

OverviewPlan event work to acceptance
Event Planning PM · Process

Plan event work to acceptance

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

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
8
Plan the work package
Project Coordinator
StatusDraft → Planned
RecordsWork packages, Projects, Tasks
Baseline the task plan
Project Coordinator
StatusPlanned → Active
RecordsOperation receipts, Projects, Tasks
Submit delivery for review
Project Coordinator
StatusActive → Review
RecordsWork packages, Projects, Tasks
Plan event work to acceptance
  1. Start
    Plan the work packageDraft → Planned
    Work packages
  2. Step
    Baseline the task planPlanned → Active
    Operation receipts
  3. Step
    Submit delivery for reviewActive → Review
    Work packages
  4. Approval
    Review deliveryReview → Accepted
    Review decisions
  5. Step
    Submit event readinessDraft → Submitted
    Event readiness
Example screen with sample data

See each stage in detail

AI agent

Prepare work with Proto

Use Proto to prepare event records and surface decisions for the right people.

It can

  • Project Coordinator: Prepare a package from the event project, named owner, due date, task plan and budget hours for review.
  • Event Worker: Find due task lines on an active package and draft a completion update with actual hours and linked evidence.
  • Project Reviewer: Gather the current package revision, completed task lines, shared attachments and prior decisions before a human review.
  • Operations Lead: Summarize overdue open tasks and operation receipts that need reconciliation, with source links.

Stays with a person

  • The Project Reviewer decides whether evidence supports acceptance or readiness approval.
  • The team agrees critical checklist dependencies and confirms external effects with the authoritative source.
  • A suggested update is reviewed against the actual record and current revision before it changes authorized scope.

Set up an agent

Integrations

Connects to the tools you use

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

  • Event Planning PM
  • External effect source
  • Evidence files
  • Platform identities
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 10 tables
10tables
  • Projects and organizations4
  • Work packages5
  • Tasks and dependencies3
  • Event readiness3
  • Evidence and decisions5
  • Operations overview6
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. Establish identity

    Record the organization, project and team members, then verify each linked User and owner.

  2. Plan one event

    Create a package with a due date, budget hours, task lines and dependencies. Check the project and organization links.

  3. Rehearse delivery

    Enter completion, actual hours and shared attachments. Submit the package for review.

  4. Rehearse decisions

    Have a separate Project Reviewer inspect evidence, decide on delivery and review an event readiness submission.

  5. Check exceptions

    Use Operations Overview and operation receipts to follow one pending action through reconciliation.

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 Event Planning PM.

All questions
How do I get started?

Click Get started, then use Proto to configure PM for Event Planning for your business. Begin with one event project, a named coordinator and reviewer, and a package with task lines and readiness work.

What is the main planning record?

A work package holds the subject, owner, project, due date, budget hours, status and revision for a unit of event delivery.

Where do we record task effort?

Each task line holds planned and actual hours, due date, completion date and its parent package.

How do we check venue or supplier readiness?

Submit an event readiness record against the package. The reviewer decides the submission, and critical checklist dependencies clear before completion.

Who accepts delivered work?

A separate Project Reviewer checks completed task lines and shared evidence, then records a decision against the package revision.

Can we keep evidence with the work?

Yes. Record attachments link to the work package and carry an evidence type and visibility choice.

What happens when the plan changes?

The coordinator prepares a successor revision for future unaccepted work. A reviewer decides the change while accepted work and executed evidence remain available.

Where do we find overdue work?

Operations Overview shows overdue open tasks by owner and links back to source records.

How are uncertain operations handled?

Operation receipts carry a result state and expected revision. A reviewer compares linked effects and any external authoritative response before closing the receipt.

Can the team inspect delivery performance?

Compare planned and actual task hours by project, and open the related packages to understand the difference.

Set up Event Planning 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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