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  1. IT Projects PM
  2. Get started
Get started

Get IT Projects PM running in four steps.

Configure PM for IT Projects with Proto.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up IT Projects PM. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open IT Projects PM in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Get started

Click Get started to create your ERP.AI account, then use Proto to configure PM for IT Projects.

Prepare your team’s setup

Bring project ownership, team membership, issue types, workflow gates, WIP policy, estimate units, current backlog, sprint history and verified repository/branch mappings.

Review your first working flow

Walk through a reported bug, a required independent QA decision, two simultaneous moves into the final review slot and a closed sprint with unfinished work. Compare the recorded outcomes before enabling broader access.

Set up IT Projects PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appPM for IT Projects

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.