Project Profitability
Revenue recognized vs. cost (labor at CostRate + expenses + subcontractor spend) per project, rolled up to Practice, Office, and Program. Drills into top and bottom 10% margin projects.
Opportunity to staffed engagement
Turn a confirmed client opportunity into a scoped project with reviewed staffing.
3 stages · 0 approvals
Roles and responsibilities
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Confirm engagement
When a CRM Opportunity reaches ClosedWon, the integration fires a project-creation handoff. The PM selects a ProjectTemplate and a BillingPolicy, confirms Client/Program/Practice/Office, sets ContractValue, BillingModel (TM / FixedFee / Milestone / Retainer), StartDate, EndDate, and BudgetHours/BudgetCost. SourceOpportunity is stored for traceback. The Project lands in Status: Planning.
Staff the work
PM creates ResourceRequests for each Role needed, with required skills, dates, and allocation %. Requests go to the Resource Manager, who searches available Consultants matching Role + Skills + UtilizationTarget, proposes candidates, and on confirmation creates ResourceAssignments (Status: Soft → Confirmed → Active). Assignments snapshot the effective BillRate. Where internal capacity is short, a SubcontractorPO is issued (routed for approval per firm's delegation-of-authority matrix) and the sub is added as a ResourceAssignment with Subcontractor set.
Set the baseline
PM populates ProjectPhases (seeded from ProjectTemplate), ProjectTasks, and TaskDependencies. Milestone amounts are set on phases if BillingModel = Milestone. Initial RiskRegister is established; baseline is locked. Project advances to Status: Active at kickoff. Kickoff ProjectStatusReport goes out via client portal.
Approvals and controls
0 approvals required in this process
- Preserve the source opportunity identity across retries.
- Reject conflicting or out-of-scope assignments.
- Keep project, phase and task references consistent.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Confirm engagement | ProjectsProjectTemplatesBillingPolicies | Record the authorized CRM handoff and project scope |
| 2 Staff the work | ResourceRequestsResourceAssignments | Confirm eligible capacity and assignment terms |
| 3 Set the baseline | ProjectPhasesProjectTasksTaskDependencies | Activate the reviewed delivery plan |
Process reports
All reportsBillings vs Collections
Invoiced, collected, and outstanding per client and per project, aging buckets (current, 30, 60, 90+). Feeds AR follow-up.
Budget vs Actual per Project
Per project: budget hours vs. actual, budget cost vs. actual, burn curve (earned value style), and variance at completion estimate.
Portfolio Health Scorecard
HealthScore distribution (Green/Amber/Red) with contributing dimensions (schedule, budget, scope) across Programs, Practices, and Offices. Time-series view of health trend.
Run by an agent
Agent support
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.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› opportunity to staffed engagement · confirm engagement on Projects, ProjectTemplates, BillingPolicies
✓ When a CRM Opportunity reaches ClosedWon, the integration fires a project-creation handoff.
› opportunity to staffed engagement · staff the work on ResourceRequests, ResourceAssignments
✓ PM creates ResourceRequests for each Role needed, with required skills, dates, and allocation %.
› opportunity to staffed engagement · set the baseline on ProjectPhases, ProjectTasks, TaskDependencies
✓ PM populates ProjectPhases (seeded from ProjectTemplate), ProjectTasks, and TaskDependencies.
Other processes
3 moreTime capture to billing eligibility
Review time and expenses before they enter a client invoice.
3 stages · 1 approval
Change request to controlled delivery
Keep revised scope and external commitments tied to their approval evidence.
3 stages · 1 approval
Invoice preparation to financial reconciliation
Release a supported invoice and retain the evidence for its collection and recognition state.
3 stages · 1 approval