These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Project Management PSA
- Get started
Get Project Management PSA running in four steps.
Configure services delivery using Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Project Management PSA. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Project Management PSA in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Start with Proto
Click Get started, then use Download agent to configure Project Management PSA in your ERP.AI workspace.
Prepare a real engagement
Bring the client, project baseline, staffing plan, rates, approval rules and accounting mappings for the first engagement.
Verify the complete workflow
Test consultant, project-manager, client and Accounts roles through accepted work, billing and reconciliation before inviting the wider team.
Set up Project Management PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.