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- Event Planning PM
- Process
- Register an event project
Register an event project
Connect an event engagement to its organization before assigning delivery work.
Step by step
-
Create organization Admin
Admin records the organization name, code, time zone and currency.
- Establish the owning organization
- Updates Organizations
-
Create project Project Coordinator
Project Coordinator adds the project contact, address and eligibility note under that organization.
- Record the client engagement
- Updates Projects
-
Assign work Project Coordinator
Project Coordinator links a package to the project and the same organization.
- Link scope to its project
- Updates Work packages
Who does what
Roles and permissions- Admin
- Establishes the organization and user membership.
- Project Coordinator
- Records the project and links its first package.
- Operations Lead
- Checks the engagement context when reviewing work.
Set up Event Planning PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.