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- PM with AI Scheduling
- Who it's for
- Client delivery teams
Client delivery teams
A delivery organization may manage projects for several clients at once. Set up each client as an organization, attach its projects, and give each work package a clear owner and budget hours. The project contact and address give coordinators the context they need before planning. Package status shows whether work is drafted, active, under review or accepted.
How PM with AI Scheduling is set up for you
Plan by package
Break a client commitment into task lines with due dates, effort and dependency notes.
Review independently
Have a Project Reviewer examine the proposed schedule and delivery evidence against the current revision.
Track exceptions
Let the Delivery Lead inspect overdue tasks and operation receipts from the overview.
A delivery organization may manage projects for several clients at once. Set up each client as an organization, attach its projects, and give each work package a clear owner and budget hours. The project contact and address give coordinators the context they need before planning. Package status shows whether work is drafted, active, under review or accepted.
Begin with a single client project whose contact and organization relationship are confirmed. Create a package with an owner, due date and budget hours. Add task lines that reflect the actual delivery sequence. Submit one scheduling proposal and compare its predicted hours with the package budget. Rehearse a returned decision before accepting a corrected plan. At delivery review, verify completed task lines and attached files before recording acceptance. This pilot gives the team a concrete model for later client projects.
During the pilot, compare the project contact, package owner and reviewer with the actual people who will answer client questions. Check that a returned decision stays visible and that a revised package is reviewed again. This keeps the client handoff connected to a specific accepted revision.
Features to start with
Roles on the team
- Project Coordinator
- Prepares work packages and task plans, submits scheduling proposals and applies authorized changes.
- Project Reviewer
- Independently decides on schedule proposals and delivery evidence for a current revision.
- Delivery Lead
- Owns delivery oversight, reviews exceptions and confirms package acceptance after independent review.
- Team Member
- Updates task progress and provides evidence for assigned delivery work.
- Evidence Manager
- Maintains supporting files and checks their audience before review.
Set up PM with AI Scheduling your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.