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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

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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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Pricing

Usage-based ERP.AI pricing for Project Management PSA.

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Everything included

  • My ProjectsPlanning
    Project NumberNameClientStatus
    Active

    Engagements

    Give every client engagement a clear scope, accountable owner and delivery baseline.

    Included
  • Open Resource RequestsOpen
    Request NumberProjectRoleRequired Skills

    Resources

    Match project demand to skills and available capacity before confirming assignments.

    Included
  • Pending Timesheet ApprovalsSubmitted
    Timesheet NumberConsultantPeriod StartTotal Hours

    Timesheets

    Capture time and expenses with the project context needed for independent review and billing.

    Included
  • Open Change OrdersPendingInternal
    Change Order NumberProjectTypeAmount Delta
    Schedule

    Changes and subcontractors

    Control scope changes and external delivery commitments before they affect the project baseline.

    Included
  • Invoices Awaiting ReleasePendingApproval
    Invoice NumberProjectClientPrepared By

    Billing

    Prepare invoices from accepted delivery evidence and reconcile financial outcomes with accounting.

    Included
  • Pending Client ApprovalsPending
    Approval NumberProjectTypeRequested From
    Expense

    Client portal

    Give clients the status and decisions relevant to their own engagements.

    Included
Roles
  • Services Leader / COO
  • Practice Lead
  • Project Manager
  • Resource Manager
  • Consultant
  • Subcontractor
  • Client
  • Accounts
Processes
  • Opportunity to staffed engagement
  • Time capture to billing eligibility
  • Change request to controlled delivery
  • Invoice preparation to financial reconciliation
Reports
  • Project Profitability
  • Utilization & Bench
  • Revenue Backlog / Pipeline-to-Bookings
  • Billings vs Collections
  • Time Compliance
  • Budget vs Actual per Project
  • Change Order Impact
  • Subcontractor Spend
  • Portfolio Health Scorecard

Rate card

machine work, prepaid

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Selected monthly operations

Estimated usage$60.00

Each selected quantity divided by its rate per dollar, then added. This is metered usage; buying a credit pack is a separate top-up.

This estimate covers these sliders only. Other operations, retained capacity and model charges are additional. Workflow runs include 5 CPU-sec each; extra code-node compute uses its own rate.

What is free

The base account and ordinary manual work in ERP.AI’s official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Agree the included scope and rollout work before starting.

What is metered
  • external API-key requests
  • imports
  • workflows
  • agents
  • scheduled jobs

The smallest credit pack is $5. The other one-time packs are $20 and $100. Purchased credits never expire; there is no recurring subscription or monthly minimum. Estimate usage from your expected imports, integrations and workflow activity.

Each workflow run includes the first 5 CPU-sec. Code-node compute beyond that allowance uses the separate CPU-sec rate. Failed API results do not settle an App Builder operation charge; measured billable usage from a managed execution can still settle after cancellation or an error.

Each billing account includes 100,000 retained business records and 100 MB of managed file retention. Beyond those allowances, records cost $1 per 100,000 record-months and managed files cost $2 per logical GB-month. Retention is settled daily. Archived and Trash records still count. Shared file references count once; independent copies and saved versions count separately.

Ordinary manual work remains available at a zero balance. New metered work pauses until the billing account has enough credits. Model usage and the Proto Agent fee are described below; they are additional to the operation rates in this table. The platform pricing page carries the current full rate card and account rules.

Model usage and Agent fee

ERP-1 Fast costs $0.05 per 1 million cached input tokens, $0.25 per 1 million uncached input tokens and $0.75 per 1 million output tokens. The 8% Proto Agent fee is added to the exact model amount and shown separately on the receipt.

With an OpenRouter key, OpenRouter bills model inference directly. ERP.AI charges 8% of the exact OpenRouter-reported model cost, plus any separately metered ERP.AI resources used by the run. Usage receipts identify the model, credential source, applied rate-card version and itemized charges.

Implementation and rollout

Configuration, data migration and rollout services are priced separately. The scope depends on your locations, integrations, data volume and support needs. Click Start now to create your ERP.AI account, then use Proto to configure the system for your team.

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Pricing questions

All questions
Can clients view internal margin?

No. The client role receives permitted project context and addressed approval actions, without internal staff cost rates or cross-client financial detail.

Related question
Can we change it after go-live?

Use Proto to configure and later change the application on a branch you review before release. Its machine work and model usage are metered.

ERP•AI workspace

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Project Management PSA.
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