Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Interior Design PM
- Client communication
- Purchasing system
- External authoritative source
An interior design studio can keep the client project and site address connected to each package of work. Each package names an owner, budgeted hours, due date and revision.
Work packages in one list
Reviewer decides the current room revision.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep studio scope, client contact and site context attached to design delivery.
Projects
| Code | Name | Contact name | Address | Organization | Eligibility note | |
|---|---|---|---|---|---|---|
| WTR-2026 | Willowmere townhouse refresh | Helena Ruiz | 12 Willowmere Lane, Fairhaven | North Quay Design Studio | Site access confirmed for weekdays | |
| HHL-2026 | Harbor House lobby redesign | Owen Malik | 86 Harbor Road, Northport | Larkspur Design Office | Client sign-off required per room | |
| CCS-2026 | Cedar Court guest suites | Priya Desai | 204 Cedar Court, Eastvale | Stonepath Living Studio | Building survey received | |
| SGI-2026 | Stonebrook gallery interior | Jonas Adler | 4 Stonebrook Square, Rivergate | Elm & Vale Interiors | Historic finish review pending | |
| NSF-2026 | Northline studio fit-out | Mina Cho | 19 Northline Way, Westford | Orchard Room Collective | Samples approved before ordering |
Give each design deliverable a named owner, due date and revision.
Acceptance waits for the project manager
| Record number | Subject | Status | Revision | Owner | Due at | |
|---|---|---|---|---|---|---|
| WP-40977 | Lobby concept and finishes | Review | 650 | Amara Nwosu | 17 Oct | |
| WP-34281 | Suite 12 furniture plan | Review | 230 | Elena Brooks | 12 Oct | |
| WP-92172 | Kitchen joinery detailing | Review | 220 | Jun Park | 02 Nov | |
| WP-28340 | Gallery lighting specification | Review | 310 | Ravi Menon | 29 Oct | |
| WP-75479 | Guest room textile selection | Review | 30 | Leo Martin | 30 Oct |
Compare planned effort with actual work inside each package.
Tasks
| Parent | Line number | Task name | Planned hours | Actual hours | Due at | |
|---|---|---|---|---|---|---|
| Suite 12 furniture plan | 800 | Measure lobby wall panels | 16 | 7 | 18 Oct | |
| Reception desk fabrication | 110 | Source suite bedside lamps | 4 | 16 | 21 Oct | |
| Kitchen joinery detailing | 620 | Review kitchen shop drawings | 6 | 2 | 12 Oct | |
| Suite 12 furniture plan | 60 | Test gallery track lighting | 2 | 3 | 18 Oct | |
| Lobby concept and finishes | 580 | Approve linen weave samples | 5 | 2 | 12 Oct |
Keep each room revision and design decision visible before procurement.
Approval conditions
| Parent | Room | Revision | Mood board revision | Approved budget USD | Status | |
|---|---|---|---|---|---|---|
| Guest room textile selection | Lobby, ground floor | 290 | Lobby palette, revision 1 | 800 | Submitted | |
| Lobby concept and finishes | Suite 12, king room | 520 | Suite 12, revision 2 | 300 | Submitted | |
| Kitchen joinery detailing | Kitchen, east wing | 120 | Kitchen finishes, revision 3 | 550 | Submitted | |
| Dining room installation | Gallery, level two | 70 | Gallery lighting, revision 4 | 830 | Submitted | |
| Dining room installation | Guest room 204 | 700 | Guest textiles, revision 5 | 80 | Submitted |
Retain files and independent decisions against the current package revision.
Review decisions
| Parent | Source revision | Decision | Decided at | Reviewer | Reason | |
|---|---|---|---|---|---|---|
| Dining room installation | 790 | Approve | 20 Oct | Nadia Ibrahim | Finish palette approved by client | |
| Final styling and handover | 530 | Return | 29 Oct | Jun Park | Lamp height needs adjustment | |
| Gallery lighting specification | 860 | Approve | 13 Oct | Amara Nwosu | Joinery detail matches survey | |
| Gallery lighting specification | 330 | Return | 23 Oct | Tariq Hassan | Gallery lighting creates glare | |
| Lobby concept and finishes | 850 | Approve | 17 Oct | Elena Brooks | Textile sample meets wear rating |
Inspect delivery progress, overdue work and guarded-operation exceptions.
Operation receipts
| Parent | Action | Result state | Occurred at | Failure reason | Operation key | |
|---|---|---|---|---|---|---|
| Guest room textile selection | Submit mood board | Failed | 31 Oct | Room dimensions are missing | INT-26-LOBBY-APP | |
| Dining room installation | Approve material sample | Needs review | 13 Oct | Material sample is unavailable | INT-26-SUITE12-REV | |
| Reception desk fabrication | Request room revision | Failed | 13 Oct | Client approval is unsigned | INT-26-KITCHEN-SUB | |
| Guest room textile selection | Record site measure | Needs review | 13 Oct | Joinery drawing needs revision | INT-26-GALLERY-ACC | |
| Final styling and handover | Accept room installation | Failed | 11 Oct | Installation photos are incomplete | INT-26-DINING-CLOSE |
Plan, review and accept design work ships ready to use. 2 steps need a named approval before the work moves on: Decide room approval (Reviewer) and Review delivery evidence (Reviewer).
Record the client site, contact and studio organization.
Name the package owner, due date and budgeted hours.
Compare planned and actual task effort.
Review the current room and mood board revision.
Inspect completed work and its supporting files.
Match operation receipts to the decisions and work they record.
Open any work package to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.
Counterparty, Owner, Due at and Budget hours.
Each line is linked to this work package.
Admin, Studio Lead and Project Manager, each with their own permissions.
Plan the work package, with the role that acts.
Decide room approval and Review delivery evidence, with who decides.
Harbor House lobby redesign · Draft
| Parent | Action | Result state |
|---|---|---|
| Guest room textile selection | Submit mood board | Failed |
| Dining room installation | Approve material sample | Needs review |
| Reception desk fabrication | Request room revision | Failed |
Signed in as Reviewer
| Decision | Approver | |
|---|---|---|
| Decide room approvalReview the current room and mood board revision. | Reviewer | |
| Review delivery evidenceInspect completed work and its supporting files. | Reviewer | |
| Approve room approvals, work packages | Reviewer |
Everyone opens Interior Design PM to the work that is theirs. Pick a role to see what it starts with.
Maintains organization and user access for the studio.
Owns project eligibility and decides who may manage design delivery.
This is the first screen this role sees.
Room approvals · Studio Lead
| Parent | Room | Revision | Mood board revision | Approved budget USD | Status | |
|---|---|---|---|---|---|---|
| Guest room textile selection | Lobby, ground floor | 290 | Lobby palette, revision 1 | 800 | Submitted | |
| Lobby concept and finishes | Suite 12, king room | 520 | Suite 12, revision 2 | 300 | Submitted | |
| Kitchen joinery detailing | Kitchen, east wing | 120 | Kitchen finishes, revision 3 | 550 | Submitted | |
| Dining room installation | Gallery, level two | 70 | Gallery lighting, revision 4 | 830 | Submitted | |
| Dining room installation | Guest room 204 | 700 | Guest textiles, revision 5 | 80 | Submitted |
Plans work packages, owns revisions and reviews delivery exceptions.
This is the first screen this role sees.
Room approvals · Project Manager
| Parent | Room | Revision | Mood board revision | Approved budget USD | Status | |
|---|---|---|---|---|---|---|
| Guest room textile selection | Lobby, ground floor | 290 | Lobby palette, revision 1 | 800 | Submitted | |
| Lobby concept and finishes | Suite 12, king room | 520 | Suite 12, revision 2 | 300 | Submitted | |
| Kitchen joinery detailing | Kitchen, east wing | 120 | Kitchen finishes, revision 3 | 550 | Submitted | |
| Dining room installation | Gallery, level two | 70 | Gallery lighting, revision 4 | 830 | Submitted | |
| Dining room installation | Guest room 204 | 700 | Guest textiles, revision 5 | 80 | Submitted |
Records task effort and prepares room revisions and evidence.
This is the first screen this role sees.
Work packages · Designer
Makes independent decisions on current package and room revisions.
This is the first screen this role sees.
Room approvals · Reviewer
| Parent | Room | Revision | Mood board revision | Approved budget USD | Status | |
|---|---|---|---|---|---|---|
| Guest room textile selection | Lobby, ground floor | 290 | Lobby palette, revision 1 | 800 | Submitted | |
| Lobby concept and finishes | Suite 12, king room | 520 | Suite 12, revision 2 | 300 | Submitted | |
| Kitchen joinery detailing | Kitchen, east wing | 120 | Kitchen finishes, revision 3 | 550 | Submitted | |
| Dining room installation | Gallery, level two | 70 | Gallery lighting, revision 4 | 830 | Submitted | |
| Dining room installation | Guest room 204 | 700 | Guest textiles, revision 5 | 80 | Submitted |
Reconciles guarded operation outcomes and overdue work.
This is the first screen this role sees.
Work packages · Operations Lead
Read task effort, overdue work, room decisions and operation exceptions.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 46 | ||
| Planned | 13 | 28% | |
| Active | 2 | 15% | |
| Review | 1 | 50% |
Sample totals per stage
Which project and package used more or fewer hours than planned?
Which package owner has task lines past due?
Which packages remain active, in review or accepted for each project?
Which revision and approved budget belong to each decided room?
Which source revisions were approved, rejected or returned, and by whom?
Which guarded actions failed or need investigation?
Which files are marked internal or shared on a package?
Which packages belong to each client project and studio organization?
See how Interior Design PM fits your kind of team.
Use project packages and room decisions for independent design studios.
Use project packages and room decisions for multidisciplinary interiors teams.
Use project packages and room decisions for commercial interior projects.
Each stage of plan, review and accept design work names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare project, room and delivery information for review.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 10 tablesStart with one team and one process, then add the rest once the basics are running.
Choose the studio organization, client project and a design package with a clear owner. Identify who decides room revisions and who accepts completed delivery.
Bring project codes, site contacts, package record numbers and team identities into a consistent organization scope. Preserve existing revision and decision references.
Use one client site with a room concept, task lines, supporting files and a named Reviewer. Compare planned and actual task hours.
Return a room revision, change future task work without changing completed history, and investigate a failed receipt against its linked effects.
Confirm access, decisions, dates and reports with the Studio Lead and Project Manager. Retain an export of the source and agree the cutover window.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure PM for Interior Design for your business. Pilot one client project, one work package and a room revision with supporting evidence and a named Reviewer.
It is an owned unit of design work linked to a client project. It carries a due date, budgeted hours, revision and delivery status.
Yes. Task lines record planned and actual hours, due dates and completion dates. Operations Overview compares hours by project.
A room approval carries the room, revision, mood board revision, status, decision date and approved budget when applicable. Keep supporting files with the parent work package.
Use a Reviewer separate from the person who prepared the work. Record the decision and reason against the current revision.
Attachments can be marked Internal or Shared. Agree the intended audience before marking a file shared.
Preserve the original package and completed task history. Prepare a successor revision for unaccepted work and have the Reviewer decide it.
Operations Overview shows overdue task load by owner. Open the task and its parent package to decide the next action.
The room approval holds a design decision and approved budget. Connect your purchasing process for vendor orders.
Start with organization and user identities, then projects, packages and their child records. Preserve record numbers, revisions and decision keys during import.
Start free, then use Proto to change fields, steps and approvals before your team goes live.