1. PM with AI Scheduling
  2. Get started
Get started

Get PM with AI Scheduling running in four steps.

Prepare a first project package and review its schedule and evidence.

  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 PM with AI Scheduling. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open PM with AI Scheduling 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

Create your account

Click Get started, then use Proto to configure PM with AI Scheduling for your business. Identify the Delivery Lead, Project Coordinator and independent Project Reviewer who will run the first package.

Prepare the first operating cycle

Choose one organization and project. Enter the package owner, due date, budget hours and task lines. Add dependencies and compare a scheduling proposal with the task plan before review. Attach evidence with the right audience when delivery work is complete.

Review before release

Have the reviewer decide on the current proposal revision and later inspect completed tasks and evidence. Check the operation receipt after a guarded change. Rehearse a returned decision and an uncertain receipt before the team expands to more projects.

Set up PM with AI Scheduling your way.

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

How to get started