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ERP.AI Project Management PSA

Project Management PSA

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Modules

EngagementsGive every client engagement a clear scope, accountable owner and delivery baseline. ResourcesMatch project demand to skills and available capacity before confirming assignments. TimesheetsCapture time and expenses with the project context needed for independent review and billing.
Changes and subcontractorsControl scope changes and external delivery commitments before they affect the project baseline. BillingPrepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting. Client portalGive clients the status and decisions relevant to their own engagements.

Project Management PSA

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Processes

Opportunity to staffed engagementTurn a confirmed client opportunity into a scoped project with reviewed staffing. Time capture to billing eligibilityReview time and expenses before they enter a client invoice.
Change request to controlled deliveryKeep revised scope and external commitments tied to their approval evidence. Invoice preparation to financial reconciliationRelease a supported invoice and retain the evidence for its collection and recognition state.

Project Management PSA

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Industries

ConsultanciesManage billable engagements with accountable delivery, staffing and financial review. Systems integratorsCoordinate skilled delivery teams and subcontractors across implementation engagements.
Internal services teamsPlan internal delivery work with accountable capacity, cost and chargeback context.

Project Management PSA

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Reference

Roles and permissionsSeparate delivery ownership, staffing, financial release and external client access. Reports and analyticsReview utilisation, delivery progress and reconciled project economics. Data modelCanonical records for services delivery, accepted work and financial handoff.
IntegrationsConnect CRM handoff, client decisions and finance without merging their states. ImplementationPrepare delivery ownership, rate policy and independent financial review. Agent referenceUse Proto to configure a complete services delivery workflow.

Project Management PSA

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
EngagementsGive every client engagement a clear scope, accountable owner and delivery baseline.ResourcesMatch project demand to skills and available capacity before confirming assignments.TimesheetsCapture time and expenses with the project context needed for independent review and billing.Changes and subcontractorsControl scope changes and external delivery commitments before they affect the project baseline.BillingPrepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting.Client portalGive clients the status and decisions relevant to their own engagements.
Processes
Opportunity to staffed engagementTurn a confirmed client opportunity into a scoped project with reviewed staffing.Time capture to billing eligibilityReview time and expenses before they enter a client invoice.Change request to controlled deliveryKeep revised scope and external commitments tied to their approval evidence.Invoice preparation to financial reconciliationRelease a supported invoice and retain the evidence for its collection and recognition state.
Industries
ConsultanciesManage billable engagements with accountable delivery, staffing and financial review.Systems integratorsCoordinate skilled delivery teams and subcontractors across implementation engagements.Internal services teamsPlan internal delivery work with accountable capacity, cost and chargeback context.
Reference
Roles and permissionsSeparate delivery ownership, staffing, financial release and external client access.Reports and analyticsReview utilisation, delivery progress and reconciled project economics.Data modelCanonical records for services delivery, accepted work and financial handoff.IntegrationsConnect CRM handoff, client decisions and finance without merging their states.ImplementationPrepare delivery ownership, rate policy and independent financial review.Agent referenceUse Proto to configure a complete services delivery workflow.
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Project Management PSA References
Agent reference6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Agent reference

Use Proto to configure a complete services delivery workflow.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Show submitted timesheets requiring review for my projects. › Prepare an invoice review package from approved sources without consuming them twice.

What an agent typically does

Project Manager’s assistant

Prepare delivery plans, resource requests and billing review packages within owned projects.

acts as Project Manager

Pending Timesheet ApprovalsTimesheets
SubmittedYou
  • TMS-62540 CNS-3793 in 2 d
  • TMS-15138 CNS-1972 in 6 d
  • TMS-22692 CNS-6310 in 2 d
  • TMS-76314 CNS-6374 in 5 d
  • TMS-86276 CNS-4613 in 10 d
TMS-62540
Consultant
CNS-3793
PeriodStart
19 Sep
TotalHours
40.00
BillableHours
32.00
SubmittedAt
18 Sep
Resource Manager’s assistant

Compare proposed assignments against approved capacity and skills.

acts as Resource Manager

Open Resource RequestsResourceRequests
StatusOpenProposed
Normal
RR-72207PRJ-54003
RR-54843PRJ-43961
Urgent
RR-92801PRJ-59187
RR-91471PRJ-50355
Critical
RR-98674PRJ-15887
RR-56376PRJ-47461
Accounts’ assistant

Explain eligible billing sources and unresolved finance acknowledgments.

acts as Accounts

Invoices Awaiting ReleaseInvoices
PendingApproval
  • INV-24231 PRJ-12658 2 d
  • INV-74052 PRJ-11944 1 d
  • INV-90630 PRJ-25258 7 d
  • INV-65361 PRJ-64230 3 d
  • INV-26982 PRJ-69918 3 d
INV-24231
Project
PRJ-12658
Client
CUS-113
PreparedBy
CNS-2074
InvoiceDate
15 Sep
TotalAmount
17,366.29

Approval waits for the accounts.

What it cannot do alone

Proto cannot independently approve its own prepared work, supply client consent, infer payment or claim accounting-policy compliance from a generated schedule. Required platform capabilities and external mappings must be verified before implementation.

Metering

AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.

Pricing →

ERP•AI workspace

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Create your ERP.AI account and get started with Proto.

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Project Management PSA.
Ask: “Adapt Engagements.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
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