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- Event Planning PM
- Get started
Get Event Planning PM running in four steps.
Prepare a first event project and walk it through planning, delivery and review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Event Planning PM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Event Planning PM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and create your ERP.AI account. Use Proto to configure PM for Event Planning with your organization’s project and team details.
Prepare the first operating cycle
Choose one event project. Record its organization, contact, address, coordinator, worker and reviewer. Add a work package with a due date and budget hours, then task lines with estimates and dependencies. Add an event readiness record for the venue or supplier work that needs a separate decision.
Review before release
Ask the worker to complete a task and attach shared evidence. Ask the Project Reviewer to inspect the current package revision and record the decision. Check Operations Overview for pending decisions and operation exceptions. Rehearse a correction so everyone knows how earlier accepted work and evidence remain available. See the implementation plan for the full sequence.
Set up Event Planning PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.