Product Lifecycle Mgmt (PLM) runs the handoff from product design evidence to engineering change and inspected production output. Product Engineer submits product-linked files with their revision and document type.
review waits for the product engineer
| Id | Change number | Product | From revision | To revision | Effective date | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | EC-83650 | Cedar control board, revision C | Rev A | Rev B | 11 Oct | |
| ECN-2026-012 | EC-90750 | Tern antenna kit, roof mount | Rev B | Rev C | 15 Oct | |
| SO-2026-0831 | EC-49178 | Tern gateway, industrial LTE | Rev C | Rev D | 15 Oct | |
| PO-2026-0226 | EC-24960 | Cedar control board, revision C | Rev D | Rev E | 22 Oct | |
| LOT-26-1048 | EC-14490 | Tern gateway, industrial LTE | Rev E | Rev F | 24 Oct |
Engineering Reviewer decides whether the submitted product revision may proceed.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep product-linked design files, revision identities and reviewer evidence together.
Design documents
| Id | Product | Revision | Document type | File | Approved by | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh mounting bracket, stainless | Rev A | Assembly drawing | alder_sensor_assembly_rev_c.pdf | Clara Rousseau | |
| ECN-2026-012 | Marsh mounting bracket, stainless | Rev B | Bill of materials | cedar_board_bom_rev_d.xlsx | Noah Kim | |
| SO-2026-0831 | Marsh mounting bracket, stainless | Rev C | Test procedure | tern_gateway_test_rev_b.pdf | Sofia Haddad | |
| PO-2026-0226 | Tern gateway, industrial LTE | Rev D | Inspection plan | marsh_bracket_drawing_rev_a.pdf | Noah Kim | |
| LOT-26-1048 | Marsh mounting bracket, stainless | Rev E | Manufacturing instruction | alder_housing_inspection_rev_e.pdf | Priya Nair |
Review proposed product revisions and retain the decision before implementation.
Approval waits for the engineering reviewer
| Change number | Product | From revision | To revision | Effective date | Status | |
|---|---|---|---|---|---|---|
| EC-51493 | Alder sensor housing, black | Rev A | Rev B | 18 Oct | Review | |
| EC-44709 | Alder field sensor, 24 V | Rev B | Rev C | 30 Oct | Review | |
| EC-14324 | Marsh mounting bracket, stainless | Rev C | Rev D | 20 Oct | Review | |
| EC-19126 | Tern gateway, industrial LTE | Rev D | Rev E | 22 Oct | Review | |
| EC-70521 | Cedar wiring harness, 2 m | Rev E | Rev F | 17 Oct | Review |
Release feasible work against approved demand and an available production resource.
Approval conditions
| Id | Product | Order | Planned quantity | Resource | Planned start | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Tern gateway, industrial LTE | Marsh gaskets for Brookline Automation | 720 | Harness bench 3 | 31 Oct | |
| ECN-2026-012 | Marsh enclosure gasket, medium | Alder housings for Pinehaven Devices | 290 | North assembly cell | 24 Oct | |
| SO-2026-0831 | Marsh mounting bracket, stainless | Cedar harnesses for Harborbend Instruments | 190 | Packaging line west | 30 Oct | |
| PO-2026-0226 | Tern antenna kit, roof mount | Cedar harnesses for Harborbend Instruments | 660 | Calibration bench 1 | 24 Oct | |
| LOT-26-1048 | Tern gateway, industrial LTE | Alder housings for Pinehaven Devices | 700 | Environmental test chamber | 26 Oct |
Inspect lot availability, post the eligible material issue and review supplier commitments.
Inventory balances
| Id | Item | Location | Lot number | Quantity on hand | Reserved quantity | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Cedar wiring harness, 2 m | Reno finished goods cage | L26-0445 | 780 | 240 | |
| ECN-2026-012 | Alder field sensor, 24 V | Reno component rack A4 | L26-5171 | 940 | 500 | |
| SO-2026-0831 | Tern antenna kit, roof mount | East plant receiving bay | L26-6101 | 760 | 550 | |
| PO-2026-0226 | Cedar wiring harness, 2 m | East plant quarantine shelf | L26-7793 | 900 | 820 | |
| LOT-26-1048 | Tern antenna kit, roof mount | North assembly point of use | L26-1888 | 740 | 280 |
Record a valid production interval and send its output to quality review.
Production logs
| Id | Work order | Operator | Started at | Ended at | Good units | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh bracket forming, 250 units | Noah Kim | 15 Oct | 17 Oct | 50 | |
| ECN-2026-012 | Cedar harness build, 180 units | Ethan Park | 03 Nov | 09 Nov | 110 | |
| SO-2026-0831 | Tern gateway release build, 80 units | Amara Bello | 01 Nov | 10 Nov | 40 | |
| PO-2026-0226 | Tern gateway release build, 80 units | Sofia Haddad | 24 Oct | 28 Oct | 160 | |
| LOT-26-1048 | Marsh bracket forming, 250 units | Clara Rousseau | 20 Oct | 29 Oct | 120 |
Release inspected pending output and reconcile the finished-goods inventory effect.
Action waits for the quality inspector
| Id | Work order | Lot number | Produced at | Expiry date | Disposition | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh bracket forming, 250 units | L26-9629 | 23 Oct | 28 Oct | Pending | |
| ECN-2026-012 | Alder housing coating, 300 units | L26-8045 | 14 Oct | 19 Oct | Pending | |
| SO-2026-0831 | Marsh bracket forming, 250 units | L26-0259 | 16 Oct | 22 Oct | Pending | |
| PO-2026-0226 | Alder housing coating, 300 units | L26-5831 | 28 Oct | 04 Nov | Pending | |
| LOT-26-1048 | Alder housing coating, 300 units | L26-4837 | 21 Oct | 24 Oct | Pending |
Design change to accepted output ships ready to use. 2 steps need a named approval before the work moves on: Review change (Engineering Reviewer) and Accept output (Quality Inspector).
Submit the product-linked design revision with its file and responsible reviewer.
Review the attributed revision proposal before authorizing implementation.
Apply the approved engineering scope and inspect the operating handoff.
Check approved demand, available resource and feasible planned work.
Capture attributed interval evidence and route output to quality review.
Release inspected pending output and reconcile accepted finished goods.
Open any engineering change to see the roles that work on it, its process stages and its approvals on one page.
Product, From revision, To revision and Effective date.
Records linked to this engineering change.
Admin, Product Engineer and Engineering Reviewer, each with their own permissions.
Prepare change and Implement change, with the role that acts.
Review change and Accept output, with who decides.
Cedar control board, revision C · Draft
Signed in as Engineering Reviewer
| Decision | Approver | |
|---|---|---|
| Review changeReview the attributed revision proposal before authorizing implementation. | Engineering Reviewer | |
| Accept outputRelease inspected pending output and reconcile accepted finished goods. | Quality Inspector | |
| Approve design documents, engineering changes | Engineering Reviewer | |
| Approve Batches | Quality Inspector |
Everyone opens Product Lifecycle Mgmt (PLM) to the work that is theirs. Pick a role to see what it starts with.
Configures access and reference data while engineering and quality owners retain their decision responsibilities.
Prepares product-linked design submissions and engineering change evidence.
This is the first screen this role sees.
Engineering changes · Product Engineer
| Id | Change number | Product | From revision | To revision | Effective date | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | EC-83650 | Cedar control board, revision C | Rev A | Rev B | 11 Oct | |
| ECN-2026-012 | EC-90750 | Tern antenna kit, roof mount | Rev B | Rev C | 15 Oct | |
| SO-2026-0831 | EC-49178 | Tern gateway, industrial LTE | Rev C | Rev D | 15 Oct | |
| PO-2026-0226 | EC-24960 | Cedar control board, revision C | Rev D | Rev E | 22 Oct | |
| LOT-26-1048 | EC-14490 | Tern gateway, industrial LTE | Rev E | Rev F | 24 Oct |
Reviews immutable design evidence and decides the engineering change outcome.
This is the first screen this role sees.
Engineering changes · Engineering Reviewer
| Id | Change number | Product | From revision | To revision | Effective date | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | EC-83650 | Cedar control board, revision C | Rev A | Rev B | 11 Oct | |
| ECN-2026-012 | EC-90750 | Tern antenna kit, roof mount | Rev B | Rev C | 15 Oct | |
| SO-2026-0831 | EC-49178 | Tern gateway, industrial LTE | Rev C | Rev D | 15 Oct | |
| PO-2026-0226 | EC-24960 | Cedar control board, revision C | Rev D | Rev E | 22 Oct | |
| LOT-26-1048 | EC-14490 | Tern gateway, industrial LTE | Rev E | Rev F | 24 Oct |
Maintains customer order context and feasible production plans, then runs the validated release action.
This is the first screen this role sees.
Work orders · Production Planner
| Id | Product | Resource | Planned start | Planned end | Planned quantity | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh mounting bracket, stainless | Laser marking station | 31 Oct | 02 Nov | 460 | |
| ECN-2026-012 | Marsh mounting bracket, stainless | Laser marking station | 20 Oct | 23 Oct | 560 | |
| SO-2026-0831 | Tern gateway, industrial LTE | Packaging line west | 17 Oct | 25 Oct | 210 | |
| PO-2026-0226 | Cedar control board, revision C | Packaging line west | 23 Oct | 27 Oct | 870 | |
| LOT-26-1048 | Tern gateway, industrial LTE | Laser marking station | 21 Oct | 28 Oct | 150 |
Prepares and posts eligible lot-based material issues and reconciles stock effects.
This is the first screen this role sees.
Work orders · Inventory Controller
Records production intervals attributed through the authenticated account and its linked person.
This is the first screen this role sees.
Work orders · Operator
| Id | Product | Resource | Planned start | Planned end | Planned quantity | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh mounting bracket, stainless | Laser marking station | 31 Oct | 02 Nov | 460 | |
| ECN-2026-012 | Marsh mounting bracket, stainless | Laser marking station | 20 Oct | 23 Oct | 560 | |
| SO-2026-0831 | Tern gateway, industrial LTE | Packaging line west | 17 Oct | 25 Oct | 210 | |
| PO-2026-0226 | Cedar control board, revision C | Packaging line west | 23 Oct | 27 Oct | 870 | |
| LOT-26-1048 | Tern gateway, industrial LTE | Laser marking station | 21 Oct | 28 Oct | 150 |
Decides which pending batches are accepted and invokes the controlled output-release action.
This is the first screen this role sees.
Work orders · Quality Inspector
| Id | Product | Resource | Planned start | Planned end | Planned quantity | |
|---|---|---|---|---|---|---|
| WO-2026-0418 | Marsh mounting bracket, stainless | Laser marking station | 31 Oct | 02 Nov | 460 | |
| ECN-2026-012 | Marsh mounting bracket, stainless | Laser marking station | 20 Oct | 23 Oct | 560 | |
| SO-2026-0831 | Tern gateway, industrial LTE | Packaging line west | 17 Oct | 25 Oct | 210 | |
| PO-2026-0226 | Cedar control board, revision C | Packaging line west | 23 Oct | 27 Oct | 870 | |
| LOT-26-1048 | Tern gateway, industrial LTE | Laser marking station | 21 Oct | 28 Oct | 150 |
Maintains supplier purchase orders and inspects outstanding quantities.
This is the first screen this role sees.
Purchase orders · Buyer
Compare design state, material postings and production evidence without confusing them with acceptance.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 31 | ||
| Review | 13 | 42% | |
| Approved | 3 | 23% | |
| Implemented | 1 | 33% |
Sample counts per stage
Which product revisions have submitted files and responsible reviewers? Inspect the deciding evidence when reviewing approval.
Which requests await Review, remain Approved or reached Implemented, and which revision transition does each describe?
Group work orders by Resource and Status using planned start, planned end and planned quantity alongside resource capacity minutes per day to review planned intervals and resource context.
What remains after reservations are subtracted from on-hand quantity for each item, location and lot?
Sum Quantity from material issues with Status Posted by work order, Item and lot number, displaying Draft and Reversed records separately for follow-up.
What did the operator report during a valid interval for the work order?
Which lots remain Pending, Held or Rejected, and which dates need attention?
What remains between ordered and received quantities on each supplier commitment?
See how Product Lifecycle Mgmt (PLM) fits your kind of team.
Connect a component revision decision to material consumption and inspected output.
Keep assembly product changes visible through release, production evidence and batch acceptance.
Use a bounded design revision and production run to rehearse the real change and acceptance rules.
Each stage of design change to accepted output names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Prepare product-linked evidence, explain operating exceptions and rehearse the permitted workflows with Proto.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tablesStart with one team and one process, then add the rest once the basics are running.
Product Engineer and Engineering Reviewer define the design and change evidence. Production Planner identifies demand and the manufacturing instruction handoff. Agree design-repository, receiving or finance connections where your operating cycle needs them.
Admin resolves user accounts and people, then maps items, parties and resources. Agree source identity, revision naming, lot locations and units before importing linked operating records.
Set preparing and deciding responsibilities with ordinary accounts. Confirm that Engineering Reviewer can inspect the submitted evidence and Quality Inspector can perform accepted release. Rehearse own-record access for Operator.
Submit a design, review and implement its change, release feasible work and post an eligible issue. Record an attributed interval and accept inspected Pending output. Include duplicate scope, insufficient stock, invalid dates and Held output.
Compare material deductions and accepted receipts with their evidence. Keep a Pending sibling to check incomplete work. Preserve the source baseline and agree recovery responsibility before opening the operating cycle to the team.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Product Lifecycle Mgmt (PLM) for your business. Pilot a product revision with a responsible reviewer, Approved customer demand, feasible work and reconciled opening lot balances. Rehearse a duplicate refusal and Pending output acceptance before expanding.
Prepare product-linked design documents and engineering changes, then follow the operating cycle through work orders, material issues, attributed production intervals and batch disposition. Agree the reviewed manufacturing instruction handoff before affected work is released.
The design action checks product, revision and document-type identity and refuses duplicate submissions with a reason. Supported corrections append attributed successor evidence and retain the original basis. Engineering Reviewer can then inspect what changed and explain the decision.
Eligible attributed scope follows Draft, Review, Approved and Implemented. Engineering Reviewer decides approval; Product Engineer applies the reviewed scope. Invalid, duplicate and already-completed requests are refused. Agree how declined requests are handled with the deciding person during setup.
Product Engineer prepares the reviewed design context. Production Planner inspects the refreshed work-order detail and engineering-change screen, then confirms the instructions needed for affected work. Resolve disagreement with Engineering Reviewer before production release.
The action requires Draft work with Approved demand, positive planned quantity, an Available resource and feasible dates. Success freezes the release input and marks work Released. Batch preparation follows production recording later in the cycle.
The issue action selects eligible stock for the same item and lot and subtracts reserved quantity from on-hand. Success marks the issue Posted and reduces exactly that balance once. Replaying the successful action preserves the original deduction.
The action checks a valid interval, finite nonnegative good and scrap quantities and operator account mapping. It routes work to quality review and output to Pending. Material consumption remains with the issue action; finished-goods receiving follows inspected acceptance.
Accepted-output release requires Pending disposition. Held and Rejected are ineligible. Successful inspected release receives accepted finished goods once and completes the work order only when every sibling batch is terminal. Keep outstanding disposition visible when explaining incomplete work.
Set the preparing and deciding responsibilities, account mappings, source units and opening stock. Rehearse refused and repeated actions with ordinary accounts. Agree any design-repository, receiving or finance connection your team needs and review implementation and pricing before opening the pilot.
Start free, then use Proto to change fields, steps and approvals before your team goes live.