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- PM with AI Scheduling
- Process
- Accept delivery
Accept delivery
Review completed task work and evidence before accepting a package.
Step by step
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Track execution Team Member
Team Member records actual hours and completion dates for task lines; Delivery Lead watches the budget and due date.
- Compare completion and actual hours with plan.
- Updates Tasks, Work packages
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Prepare delivery review Evidence Manager
Evidence Manager checks attached files and visibility; Delivery Lead presents the current package for review.
- Gather evidence for the correct audience.
- Updates Record attachments, Work packages
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Accept delivered work Project Reviewer
Project Reviewer independently checks completed tasks and evidence, then records a decision for the current revision.
- Record decision and accepted revision.
- Updates Review decisions, Work packages, Tasks
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Team Member
- Reports task results; Evidence Manager checks files; Project Reviewer decides; Delivery Lead records acceptance.
Set up PM with AI Scheduling your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.