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Set up connections through ERP.AI and Proto workflows, with every change logged.
- IT Projects PM
- Code and communication providers
- Ticket and incident sources
- Analytical and time consumers
IT Project Management runs the agile delivery loop for software, infrastructure, and internal-IT teams: the work-item backlog, the sprint cadence, the kanban / scrum board, the issue lifecycle from file to done, the release cut, and the burndown / velocity reporting that tells the team whether the iteration is on track. It owns the agile project (a product or service container with a Key prefix — AUTH, BILL, INFRA — that namespaces every issue), the Components inside each project (sub-modules like auth-service, billing-api), the issue types taxonomy (Story, Bug, Task, Epic, Subtask, Spike, Improvement, Incident), the per-project per-issue type Workflows that codify the lifecycle (to do → in progress → in review → Done plus Blocked / Cancelled side states), the Boards (one or more per project — a Scrum board, a triage board, a release board), the Backlog (the prioritized, unsprinted work pool), the Sprints (time-boxed iterations with a frozen sprint commitment snapshot at start), the Issues themselves (Story / Bug / Task / etc. with title, description, status, priority, severity, estimate, remaining, assignee, parent epic, fix version), the Versions / Releases (the shipping containers), the Epics (large bodies of work that span sprints), and the supporting fabric — issue links for typed dependencies (Blocks / is blocked by / Duplicates / Relates), labels, comments, attachments, work-log time entries, history audit, git Pull request links, per-board WIP limits, burndown data points, and team velocity rollups.
Issues in one list
| Issue key | Project | Title | Severity | Reporter | Assignee | |
|---|---|---|---|---|---|---|
| PORT-142 | Order tracking platform | Reset link expires before use | Sev 1 | Amina Yusuf | Jonah Mensah | |
| INV-208 | Inventory sync service | Show stock age on item page | Sev 2 | Elena Petrov | Omar Bassi | |
| FIELD-319 | Release automation service | Offline schedule fails to sync | Sev 3 | Jonah Mensah | Daniel Kim | |
| PAY-087 | Inventory sync service | Retry duplicate payment callback | Sev 4 | Sofia Novak | Daniel Kim | |
| HELP-116 | Payment reconciliation API | Search misses archived articles | Sev 1 | Daniel Kim | Mei Santos |
Your tester reviews the current fix and evidence before the issue passes its quality gate.
Every feature works on the same records. Pick one to see the screen your team works in.
Organise product and IT work by project, component and a clear backlog priority.
Issues
| Issue key | Title | Issue type | Priority | Parent epic | Estimate | |
|---|---|---|---|---|---|---|
| PORT-142 | Reset link expires before use | Subtask | Lowest | Safer production releases | 400 | |
| INV-208 | Show stock age on item page | Feature epic | Low | Reliable account recovery | 890 | |
| FIELD-319 | Offline schedule fails to sync | Research spike | Medium | Proactive delivery updates | 390 | |
| PAY-087 | Retry duplicate payment callback | Subtask | High | Reliable account recovery | 760 | |
| HELP-116 | Search misses archived articles | Documentation task | Highest | Shareable analytics views | 560 |
Plan each iteration around a visible goal and preserve what the team committed to at the start.
Issues
| Issue key | Project | Title | Issue type | Priority | Status | |
|---|---|---|---|---|---|---|
| PORT-142 | Release automation service | Reset link expires before use | Engineering task | Lowest | WS-5350 | |
| INV-208 | Analytics workspace | Show stock age on item page | Subtask | Low | WS-6228 | |
| FIELD-319 | Order tracking platform | Offline schedule fails to sync | Production bug | Medium | WS-7691 | |
| PAY-087 | Release automation service | Retry duplicate payment callback | Production bug | High | WS-5137 | |
| HELP-116 | Inventory sync service | Search misses archived articles | User story | Highest | WS-7143 |
Move work through explicit states while respecting the team’s review gates and work-in-progress limits.
Issues
| Issue key | Title | Assignee | Priority | Estimate | Remaining | |
|---|---|---|---|---|---|---|
| PORT-142 | Reset link expires before use | Amina Yusuf | Lowest | 650 | 210 | |
| INV-208 | Show stock age on item page | Daniel Kim | Low | 130 | 910 | |
| FIELD-319 | Offline schedule fails to sync | Mei Santos | Medium | 830 | 930 | |
| PAY-087 | Retry duplicate payment callback | Elena Petrov | High | 940 | 830 | |
| HELP-116 | Search misses archived articles | Mei Santos | Highest | 170 | 680 |
Keep reported evidence, investigation and independent quality decisions attached to the issue.
Issues
| Issue key | Project | Title | Issue type | Priority | Status | |
|---|---|---|---|---|---|---|
| PORT-142 | Customer access portal | Reset link expires before use | Documentation task | Lowest | WS-2926 | |
| INV-208 | Order tracking platform | Show stock age on item page | Security issue | Low | WS-3833 | |
| FIELD-319 | Customer access portal | Offline schedule fails to sync | Research spike | Medium | WS-8771 | |
| PAY-087 | Inventory sync service | Retry duplicate payment callback | Documentation task | High | WS-3126 | |
| HELP-116 | Support knowledge hub | Search misses archived articles | Documentation task | Highest | WS-7320 |
Connect repository evidence to a reviewed release scope without confusing a merge with a deployment.
Issues
| Issue key | Title | Issue type | Status | Assignee | Sprint | |
|---|---|---|---|---|---|---|
| PORT-142 | Reset link expires before use | Security issue | WS-2297 | Ravi Shah | Release sprint 13, deployment gates | |
| INV-208 | Show stock age on item page | Research spike | WS-3552 | Ravi Shah | Payments sprint 9, callback safety | |
| FIELD-319 | Offline schedule fails to sync | Documentation task | WS-2567 | Daniel Kim | Payments sprint 9, callback safety | |
| PAY-087 | Retry duplicate payment callback | Production bug | WS-5020 | Elena Petrov | Payments sprint 9, callback safety | |
| HELP-116 | Search misses archived articles | Documentation task | WS-5567 | Priya Raman | Tracking sprint 15, delivery updates |
Review epic progress and iteration history using dated evidence and consistent estimate units.
Epic progress
| Epic | Owner | Status | Target version | Total issues | Done issues | |
|---|---|---|---|---|---|---|
| Shareable analytics views | Amina Yusuf | Open | Portal 2.4.0 | 30 | 860 | |
| Payment event integrity | Leo Martinez | Closed | Inventory 1.8.2 | 80 | 420 | |
| Payment event integrity | Priya Raman | Open | Scheduler 3.1.0 | 600 | 630 | |
| Safer production releases | Daniel Kim | Closed | Payments 2.0.1 | 880 | 280 | |
| Knowledge search overhaul | Sofia Novak | Open | Knowledge Hub 1.5.0 | 160 | 850 |
Backlog to release ships ready to use. One step needs a named approval before the work moves on: Verify work (Project Lead / Product Owner).
Agree which work the team should take next.
Preserve the accepted starting scope.
Keep work moving within the agreed workflow.
Record the required independent quality decision.
Freeze the completed issue scope and source revision.
Open any issue to see its pull request links, the roles that work on it, its process stages and its approvals on one page.
Project, Title, Reporter and Assignee.
Each line is linked to this issue.
Admin, Project Lead / Product Owner and Scrum Master / Iteration Manager, each with their own permissions.
Master and template setup and Project bootstrap, with the role that acts.
Verify work, with who decides.
Order tracking platform · Sev 1
| Issue key | Title | Provider |
|---|---|---|
| PORT-142 | Fix reset link expiry validation | Git hub |
| INV-208 | Add stock age to item detail | Git lab |
| FIELD-319 | Queue offline schedule updates | Bitbucket |
Signed in as Project Lead / Product Owner
| Decision | Approver | |
|---|---|---|
| Verify workRecord the required independent quality decision. | Project Lead / Product Owner | |
| Approve transitions in workflow transitions configured with required approver role = project lead | Project Lead / Product Owner | |
| Approve transitions in workflow transitions configured with required approver role = QA (typically the bug-verification gate in review → Done for issue type = Bug) | QA / Tester |
Everyone opens IT Projects PM to the work that is theirs. Pick a role to see what it starts with.
Systems administrator. Owns configuration, integration plumbing, and the issue types / Workflows / Boards templates that every Project pulls from. Not the day-to-day operator.
Owns the Project end-to-end — backlog priority, release planning, estimate overrides, scope decisions. The DRI for the product the Project ships.
This is the first screen this role sees.
Issues · Project Lead / Product Owner
| Issue key | Project | Title | Assignee | Status | Updated at | |
|---|---|---|---|---|---|---|
| PORT-142 | Field scheduling app | Reset link expires before use | Amina Yusuf | In progress | 17 Oct | |
| INV-208 | Inventory sync service | Show stock age on item page | Mei Santos | In review | 17 Oct | |
| FIELD-319 | Inventory sync service | Offline schedule fails to sync | Ravi Shah | Blocked | 17 Oct | |
| PAY-087 | Release automation service | Retry duplicate payment callback | Omar Bassi | In progress | 16 Oct | |
| HELP-116 | Inventory sync service | Search misses archived articles | Jonah Mensah | In review | 17 Oct |
Runs the Sprint cadence and the Board. Owns ceremonies (planning, standup, review, retro), WIP discipline, and the burndown.
This is the first screen this role sees.
Issues · Scrum Master / Iteration Manager
| Issue key | Project | Title | Assignee | Status | Updated at | |
|---|---|---|---|---|---|---|
| PORT-142 | Field scheduling app | Reset link expires before use | Amina Yusuf | In progress | 17 Oct | |
| INV-208 | Inventory sync service | Show stock age on item page | Mei Santos | In review | 17 Oct | |
| FIELD-319 | Inventory sync service | Offline schedule fails to sync | Ravi Shah | Blocked | 17 Oct | |
| PAY-087 | Release automation service | Retry duplicate payment callback | Omar Bassi | In progress | 16 Oct | |
| HELP-116 | Inventory sync service | Search misses archived articles | Jonah Mensah | In review | 17 Oct |
Delivery contributor. Works assigned Issues, transitions Status, logs work, comments, attaches files, opens PRs that auto-link back.
This is the first screen this role sees.
Pull request links · Developer / Engineer
Read-only audience for an assigned Project — executive sponsor, adjacent team lead, internal customer. Sees the board and the roadmap but cannot change anything.
This is the first screen this role sees.
Issues · Stakeholder
| Issue key | Title | Assignee | Priority | Estimate | Remaining | |
|---|---|---|---|---|---|---|
| PORT-142 | Reset link expires before use | Amina Yusuf | Lowest | 650 | 210 | |
| INV-208 | Show stock age on item page | Daniel Kim | Low | 130 | 910 | |
| FIELD-319 | Offline schedule fails to sync | Mei Santos | Medium | 830 | 930 | |
| PAY-087 | Retry duplicate payment callback | Elena Petrov | High | 940 | 830 | |
| HELP-116 | Search misses archived articles | Mei Santos | Highest | 170 | 680 |
Internal user outside the squad who needs to file Issues — IT help requesters, internal customers of an API team, stakeholders who hit a bug. Can create Issues and comment on own Issues; sees nothing else.
This is the first screen this role sees.
Issues · Reporter
| Issue key | Project | Title | Issue type | Priority | Status | |
|---|---|---|---|---|---|---|
| PORT-142 | Customer access portal | Reset link expires before use | Documentation task | Lowest | WS-2926 | |
| INV-208 | Order tracking platform | Show stock age on item page | Security issue | Low | WS-3833 | |
| FIELD-319 | Customer access portal | Offline schedule fails to sync | Research spike | Medium | WS-8771 | |
| PAY-087 | Inventory sync service | Retry duplicate payment callback | Documentation task | High | WS-3126 | |
| HELP-116 | Support knowledge hub | Search misses archived articles | Documentation task | Highest | WS-7320 |
Quality role. Files and verifies bug Issues, transitions Issues through the verification gate, signs off on in review → Done for Bug-type Issues.
This is the first screen this role sees.
Issues · QA / Tester
| Issue key | Project | Title | Severity | Reporter | Assignee | |
|---|---|---|---|---|---|---|
| PORT-142 | Order tracking platform | Reset link expires before use | Sev 1 | Amina Yusuf | Jonah Mensah | |
| INV-208 | Inventory sync service | Show stock age on item page | Sev 2 | Elena Petrov | Omar Bassi | |
| FIELD-319 | Release automation service | Offline schedule fails to sync | Sev 3 | Jonah Mensah | Daniel Kim | |
| PAY-087 | Inventory sync service | Retry duplicate payment callback | Sev 4 | Sofia Novak | Daniel Kim | |
| HELP-116 | Payment reconciliation API | Search misses archived articles | Sev 1 | Daniel Kim | Mei Santos |
Learn from sprint history and delivery progress
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Lowest | 27 | ||
| Low | 11 | 41% | |
| Medium | 2 | 18% | |
| High | 1 | 50% |
Sample counts per stage
Per Project, per Sprint: Committed points vs. Completed points vs. Carryover, with the trailing-3-sprint average overlay. Drills into the per-Issue contribution list for any selected Sprint. The Scrum Master's ceremony report — read at sprint review and retrospective.
Daily burndown chart per Sprint: Remaining estimate vs. Ideal remaining, with scope added points flagged as a step-up and scope removed points as a step-down. Surfaces mid-sprint scope churn alongside delivery pace.
Per Project: Backlog count by issue type, by Priority, and by parent epic; share of Backlog rows missing required Estimates (per issue type requires estimate); share missing fix version. The Product Owner's grooming worksheet.
Per Project, per issue type: distribution of elapsed time Created → resolved at (lead time) and started at → resolved at (cycle time), with p50 / p90 markers. Diagnoses queue length and review-stage delays by status.
Per Project, per week: count of Issues moved to Status: Done bucketed by issue type (Story / Bug / Task / Improvement). Pairs with created-count to surface bug pile-up vs. story delivery rate.
Per Project, per Severity: Bugs filed in the trailing 30 days, count resolved within the per-Severity SLA target (Sev1: 24h, Sev2: 3 business days, Sev3: 10 business days, Sev4: best-effort), and on-time-rate percent. The QA + on-call leadership report.
Per Version: total Estimate vs. Completed estimate, projected release date using the team velocity trailing-3 average against remaining scope, and the per-Epic contribution. Surfaces at-risk releases ahead of cut date.
Per Project, per Epic: Total issues / done issues / percent complete, forecast release date, target version, and Milestones touched. The Stakeholder roadmap view.
See how IT Projects PM fits your kind of team.
Keep product priorities, engineering work and release evidence connected.
Coordinate infrastructure changes with clear dependencies and delivery checkpoints.
Give internal requesters visibility while keeping delivery decisions with the team.
Each stage of backlog to release 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
Use Proto to configure PM for IT Projects.
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 34 tablesStart with one team and one process, then add the rest once the basics are running.
The Project Lead / Product Owner maps teams, reporter/stakeholder audiences and canonical project roles.
Version workflows, decision gates, board membership, WIP policy and estimate units.
Preserve issue identity, sprint commitments, closure snapshots and release scope.
Test authenticated intake, repeated merge events, QA denial and a release containing unfinished work.
$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 your project roles, issue workflow, board limits and repository connections.
Only a permitted workflow transition can complete it. Required QA, dependency and WIP checks still apply to authenticated merge events.
Changes need the declared Admin and Project Lead review plus a valid mapping for active issue states. Earlier issue history keeps its original context.
The transition checks the effective limit atomically. A second concurrent move cannot claim the same final slot, and lowering a limit keeps existing work visible.
No. Closing outcomes are frozen before current issues move. Later estimates, assignments and status changes cannot rewrite closed history.
Reporters see only their filed issues and comments or attachments expressly marked reporter visible. Internal discussion remains within the project audience.
It records the reviewed release scope and source revision. The deployment platform provides the separate observed environment outcome.
Configure one estimate unit for the project and its sprint reports. Mixing units would make commitment and velocity comparisons unreliable.
Start free, then use Proto to change fields, steps and approvals before your team goes live.