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PM with AI Scheduling
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PM with AI Scheduling · Available now

Plan work, review schedules, preserve delivery evidence.

Organizations and Projects provide the client context for work packages. Each package has an owner, due date, budget hours and revision.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive work packages
PM with AI Scheduling · Work packages

Active work packages

Work packages in one list

New work package
Work packages in view
6
Total budget hours
39
Planned
2
Active
2
Planned2
West lobby renovationWP-33390
10
30 Oct
Clinic intake redesignWP-41178
6
03 Nov
Add
Active2
North wing fire alarm upgradeWP-90506
5
27 Oct
Parking deck drainage repairWP-76965
1
16 Oct
Add
Review2
Warehouse lighting retrofitWP-87905
10
19 Oct
Data center cooling expansionWP-13848
7
30 Oct
Add
West lobby renovationWork packages · WP-33390
Planned
OwnerNadia Mensah
Due at30 Oct
Budget hours10
Revision490
Review proposed scheduleWP-33390 · West lobby renovation

Project Reviewer decides on the submitted proposal revision.

Waiting for Project Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Work packages in context

Every feature works on the same records. Pick one to see the screen your team works in.

Organizations and projects

Establish the client, project and delivery organization before assigning work.

  • Organization identity
  • Project ownership
  • Assignment boundary
  • Organizations
  • Projects
  • Team members
  • Users
  • Work packages
Explore organizations and projects
OverviewMy team member record
PM with AI Scheduling · Organizations and projects

My team member record

Team members

New
NameOrganizationRole nameTime zoneUser
Maya OkaforMeridian Field ServicesProject managerAmerica/Los_AngelesAnika Shah
Luis NavarroMeridian Field ServicesSite supervisorAmerica/DenverAnika Shah
Anika ShahCedarline Facilities GroupElectrical leadAmerica/ChicagoPriya Raman
Ethan BrooksAlder Crest ClinicsSchedulerAmerica/New_YorkJin Park
Farah HaddadNorthbank Civic WorksQuality reviewerAmerica/PhoenixLuis Navarro
6 of 6 records
Maya OkaforTeam members · TM-55922
OrganizationMeridian Field Services
Role nameProject manager
Time zoneAmerica/Los_Angeles
UserAnika Shah
Example screen with sample data
Process

From plan to acceptance

From package planning to accepted delivery ships ready to use. 2 steps need a named approval before the work moves on: Review proposed schedule (Project Reviewer) and Accept delivered work (Project Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Define work package

    Link client, project, owner and budget hours.

    West lobby renovationWP-33390 · Project Coordinator
    Define work packageBy Project Coordinator

  2. Plan task lines

    Record task effort, due dates and dependencies.

    West lobby renovationWP-33390 · Project Coordinator
    Plan task linesBy Project Coordinator

  3. Submit schedule proposal

    Compare predicted effort and constraint findings.

    West lobby renovationWP-33390 · Project Coordinator
    Submit schedule proposalBy Project Coordinator

  4. Review proposed schedule

    The Project Reviewer records a decision for the current revision.

    West lobby renovationWP-33390 · Project Reviewer
    Review proposed scheduleBy Project Reviewer
    ApprovalProject Reviewer decides on the submitted proposal revision.

  5. Apply reviewed plan

    Confirm authority and trace changes to task lines.

    West lobby renovationWP-33390 · Project Coordinator
    Apply reviewed planBy Project Coordinator

  6. Accept delivered work

    Review completed tasks and evidence before acceptance.

    West lobby renovationWP-33390 · Project Reviewer
    Accept delivered workBy Project Reviewer
    ApprovalProject Reviewer decides on delivery evidence before Delivery Lead records acceptance.

Start with Prepare work

Inside a record

Connect schedule sources

Open any work package to see its operation receipts, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Due at, Budget hours and Revision.

  2. 2
    Operation receipts

    Each line is linked to this work package.

  3. 3
    Who works on it

    Project Coordinator, Project Reviewer and Delivery Lead, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Review proposed schedule and Accept delivered work, with who decides.

Active work packagesWest lobby renovation
PM with AI Scheduling · Work packages

West lobby renovation

Planned

Log activity
1
Record details
OwnerNadia Mensah
Due at30 Oct
Budget hours10
Revision490
2
Operation receipts

West lobby renovation

ParentOperation keyAction
East campus access controlsschedule-west-lobby-r2Submit schedule
Parking deck drainage repairaccept-fire-alarm-r1Accept baseline
North wing fire alarm upgradereview-cooling-r3Record review
Operation receipts
6
Total expected revision
1,720
3

Who works on it

  • Project CoordinatorManage work packages, Tasks, scheduling proposals
  • Project ReviewerManage review decisions
  • Delivery LeadManage work packages, Projects
5

Approvals

  • Review proposed scheduleProject Reviewer
    Approved
  • Accept delivered workProject Reviewer
    Waiting
Example screen with sample data
Approvals

Independent decisions

The person who submits a proposal should not approve that same work.

OverviewApprovals
PM with AI Scheduling · Overview

Approvals

Signed in as Project Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • SP-56528North wing fire alarm upgrade
    Requested by Project Coordinator
    Submitted1dActions
  • SP-42096Loading dock resurfacing
    Requested by Project Coordinator
    Submitted3dActions
  • SP-40092Warehouse lighting retrofit
    Requested by Project Coordinator
    Submitted2dActions
  • SP-71960North wing fire alarm upgrade
    Requested by Project Coordinator
    Submitted3dActions

Who approves what

DecisionApprover
Review proposed scheduleThe Project Reviewer records a decision for the current revision.Project Reviewer
Accept delivered workReview completed tasks and evidence before acceptance.Project Reviewer
Approve scheduling proposals, work packagesProject Reviewer
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens PM with AI Scheduling to the work that is theirs. Pick a role to see what it starts with.

Project Coordinator

Prepares work packages and task plans, submits scheduling proposals and applies authorized changes.

This is the first screen this role sees.

OverviewSchedule review inbox

Schedule review inbox

Scheduling proposals · Project Coordinator

ParentStatusRevisionPredicted hoursConstraint violationsGenerated at
North wing fire alarm upgradeSubmitted301587028 Oct
Loading dock resurfacingSubmitted610128031 Oct
Warehouse lighting retrofitSubmitted6501186030 Oct
North wing fire alarm upgradeSubmitted930816013 Oct
West lobby renovationSubmitted470932022 Oct
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Delivery questions answered

Read package progress, schedule decisions and operation exceptions from linked records.

Overview
PM with AI Scheduling · Overview

PM with AI Scheduling dashboard

This quarter

Scheduling proposals in view
6
Total predicted hours
57
Submitted
6

Work packages by status

How far records got this quarter

StageReachedStep
Draft41
Planned2151%
Active1571%
Review1173%

Budget hours by status

Sample totals per stage

9.0k0
9.0kDraft
5.0kPlanned
3.0kActive
7.0kReview
4.0kAccepted
Example screen with sample data
  1. 01Package status by project

    Group packages by their linked project and exact status to find work awaiting review.

  2. 02Planned versus actual task hours

    Sum planned hours and actual hours from Tasks by parent package and project.

  3. 03Budget hours against task plan

    Compare each package's budget hours with its task planned hours total.

  4. 04Overdue unfinished tasks

    Find task due dates before today where completed at is empty, grouped by package owner.

  5. 05Schedule proposal decisions

    Compare proposed hours and constraint violations by proposal status and decision date.

  6. 06Review outcomes by reviewer

    Count Approve, Reject and Return decisions by Reviewer and source revision.

  7. 07Operation exceptions

    Group receipts by result state and Action with their failure reasons.

  8. 08Evidence by package and visibility

    List attachment types and Internal or Shared visibility under each package.

All reports and dashboards

Who it's for

For project delivery teams

See how PM with AI Scheduling fits your kind of team.

Client delivery teams

Keep client projects, accountable package owners and acceptance evidence together.

Internal project teams

Give internal initiatives the same visible task plan and review record as client work.

Multi-team delivery

Coordinate work across named staff while keeping package decisions tied to source revisions.

Controls

Trace each guarded change

Each stage, from package planning to accepted delivery, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom package planning to accepted delivery
PM with AI Scheduling · Process

From package planning to accepted delivery

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
5
Tables touched
6
Set planned baseline
Project Coordinator
StatusDraft → Planned
RecordsOperation receipts, Projects, Tasks
Submit schedule proposal
Project Coordinator
StatusDraft → Submitted
RecordsProjects
Review proposed scheduleApproval
Project Reviewer
StatusSubmitted → Approved
RecordsReview decisions, Projects
From package planning to accepted delivery
  1. Start
    Set planned baselineDraft → Planned
    Operation receipts
  2. Step
    Submit schedule proposalDraft → Submitted
    Projects
  3. Approval
    Review proposed scheduleSubmitted → Approved
    Review decisions
  4. Step
    Apply reviewed planApproved → Completed
    Projects
  5. Step
    Prepare delivery reviewActive → Review
    Evidence Manager
Example screen with sample data

See each stage in detail

AI agent

Help with the record trail

Ask Proto to prepare package context while people retain review decisions.

It can

  • Project Coordinator: Summarize package task lines, dependencies and planned hours before a schedule proposal is submitted.
  • Project Reviewer: Gather the current proposal revision, attached evidence and prior decisions for review.
  • Delivery Lead: List packages with overdue tasks and receipts needing investigation.

Stays with a person

  • A person makes the independent review decision and confirms accepted delivery.
  • The assistant can gather linked records, but a summary is not an approval or proof that an operation's effects occurred.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • PM with AI Scheduling
  • Schedule generation
  • Identity source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Organizations and projects5
  • Work packages5
  • Tasks and dependencies3
  • Scheduling proposals5
  • Review and evidence5
  • Operations oversight5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the context

    Create organizations, projects, users and team members with the right relationships.

  2. Plan work

    Enter a package with owner, due date and budget hours, then add task lines and dependencies.

  3. Review a schedule

    Compare proposal hours and constraints, ask an independent reviewer to decide and confirm the current revision before applying a plan.

  4. Rehearse delivery

    Complete task lines, attach evidence, record a decision and accept the package only after review.

  5. Inspect exceptions

    Open failed or needs-review receipts and verify their actual effects.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for PM with AI Scheduling.

All questions
How do I get started?

Click Get started, then use Proto to configure PM with AI Scheduling for your business. Begin with one project, a named package owner, a task plan and an independent reviewer.

How are projects organized?

An Organization owns Projects. Work packages link to both the organization and the project, with an Owner from team members.

What goes into a work package?

Record its subject, due date, budget hours, owner and linked project. Task lines provide the detailed plan and actual hours.

How do task dependencies appear?

Each task line has a dependency text field that the coordinator can use to state the work it follows.

What does a scheduling proposal show?

It can hold predicted hours, constraint violations, generation date, model version and the package revision under consideration.

Who decides on a schedule?

A Project Reviewer records an independent decision and reason against the source revision. The coordinator applies an approved plan only after checking current authority.

How is delivery evidence shared?

Record attachments hold the file, evidence type, uploader and Internal or Shared visibility.

When is a package accepted?

After completed task work and evidence are reviewed for the current revision, the lead records the accepted package state.

What happens when an operation needs review?

The Delivery Lead checks the receipt's operation key, expected revision and linked effects before recording a completed outcome.

Where can a lead see exceptions?

Operations Overview brings together pending review decisions, failed operations, hour variance and overdue open tasks with links to their records.

Set up PM with AI Scheduling your way.

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

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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Selected appPM with AI Scheduling

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Install Proto, then return to this panel.

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