Get started

Configure services delivery using Proto.

Example workspace
My ProjectsProjects
YouStatusPlanningActive
Planning
PRJ-25935CUS-14690 health score
PRJ-18952CUS-18025 health score
PRJ-16963CUS-23535 health score
Active
PRJ-45808CUS-02635 health score
PRJ-34400CUS-14145 health score
PRJ-50478CUS-14030 health score
Engagements →
  • 1

    Start with Proto

    Click Start now, then use Download agent to configure Project Management PSA in your ERP.AI workspace.

    Start now
  • 2

    Prepare a real engagement

    Bring the client, project baseline, staffing plan, rates, approval rules and accounting mappings for the first engagement.

  • 3

    Verify the complete workflow

    Test consultant, project-manager, client and Accounts roles through accepted work, billing and reconciliation before inviting the wider team.

    $ curl -s erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Separate delivery ownership, staffing, financial release and external client access.

 ReportsReports and analytics

Review utilisation, delivery progress and reconciled project economics.

 Data modelData model

Canonical records for services delivery, accepted work and financial handoff.

 IntegrationsIntegrations

Connect CRM handoff, client decisions and finance without merging their states.

 RolloutImplementation

Prepare delivery ownership, rate policy and independent financial review.

 APIAgent reference

Use Proto to configure a complete services delivery workflow.

Modules

ERP•AI workspace

Start now Project Management PSA

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

Start now Download agent

Customize Project Management PSA. With Proto, your desktop AI agent.

Ask Proto to help you customize Project Management PSA.

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