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Resource Booking System
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Resource Booking System · Available now

Plan delivery work, review time and follow exceptions.

Resource Booking System organizes dated client and internal delivery engagements. A Booking carries its organization, owner, type, schedule and budget.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewBlocked Booking Resources
Resource Booking System · Booking resources

Blocked Booking Resources

Booking resources in one list

New booking resource
Booking resources in view
6
Blocked
6
Due date within 14 days
1
Line numberResource nameBookingResourceAssigneeDue date
BR-48412Inventory analyst, warehouse auditRiverton reporting setupReporting implementation teamKavya Rao18 Oct
BR-61395Workshop facilitator, onboardingEastbridge integration sprintTraining delivery teamDante Lewis19 Oct
BR-73380Data engineer, migrationMosaic field trainingOnboarding facilitation teamMalik Okoro19 Oct
BR-65670Field trainer, service rolloutRiverton reporting setupTraining delivery teamSamira Haddad24 Oct
BR-27921Process analyst, reviewNorthline warehouse auditIntegration delivery teamMei Huang16 Oct
6 of 6 records
Inventory analyst, warehouse auditBooking resources · BR-48412
Blocked
BookingRiverton reporting setup
ResourceReporting implementation team
AssigneeKavya Rao
Due date18 Oct
Example screen with sample data
Tables, ready to use
13
Saved views
14
Roles with set permissions
6
Reports and dashboards
8
Features

Keep booked delivery work in view

Every feature works on the same records. Pick one to see the screen your team works in.

Booking oversight

Own the dates, organization, budget and delivery position of each booking.

  • One owner
  • One schedule
  • Related work
  • Bookings
  • Organizations
  • Resources
  • Booking resources
  • Resource usage
  • Confirmations
Explore booking oversight
OverviewActive Bookings
Resource Booking System · Booking oversight

Active Bookings

Bookings

New
Booking numberBooking subjectOrganizationOwnerStarts atEnds at
BKN-91548Northline warehouse auditWillowbank OperationsMalik Okoro26 Oct01 Nov
BKN-31966Harborwell onboarding workshopWillowbank OperationsJonas Berg20 Oct28 Oct
BKN-17201Cedar Ridge data migrationHarborwell Services GroupElena Torres29 Oct03 Nov
BKN-10582Baymere service rolloutEastbridge Commerce GroupJonas Berg17 Oct21 Oct
BKN-38822Willowbank process reviewRiverton DistributionElena Torres28 Oct30 Oct
6 of 6 records
Northline warehouse auditBookings · BKN-91548
Active
OrganizationWillowbank Operations
OwnerMalik Okoro
Starts at26 Oct
Ends at01 Nov
Example screen with sample data
Process

Follow each engagement from plan to review

Plan and review booked delivery ships ready to use.

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set up the booking

    Name the organization, owner and date window for the engagement.

    Inventory analyst, warehouse auditBR-48412 · Project Manager
    Set up the bookingBy Project Manager

  2. Assign the work

    Give each piece of work an assignee, due date and reserved hours.

    Inventory analyst, warehouse auditBR-48412 · Delivery Lead
    Assign the workBy Delivery Lead

  3. Track exceptions

    Follow blocked work, raised issues and constraints against the booking.

    Inventory analyst, warehouse auditBR-48412 · Delivery Lead
    Track exceptionsBy Delivery Lead

  4. Submit usage

    Record dated hours and trigger the approval check.

    Inventory analyst, warehouse auditBR-48412 · Team Member
    Submit usageBy Team Member

  5. Review the result

    Inspect approved hours, decision records and failed attempts.

    Inventory analyst, warehouse auditBR-48412 · Delivery Lead
    Review the resultBy Delivery Lead

  6. Close the cycle

    Review work, time and checkpoints before completing the engagement.

    Inventory analyst, warehouse auditBR-48412 · Project Manager
    Close the cycleBy Project Manager

Start with Booking setup

Inside a record

Connect the records your team already uses

Open any booking resource to see its resource usage, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Booking, Resource, Assignee and Due date.

  2. 2
    Resource usage

    Each line is linked to this booking resource.

  3. 3
    Who works on it

    Admin, Delivery Lead and Project Manager, each with their own permissions.

  4. 4
    Process stages

    Assign the work and Track exceptions, with the role that acts.

  5. 5
    Approvals

    Who signed off and when.

Blocked Booking ResourcesInventory analyst, warehouse audit
Resource Booking System · Booking resources

Inventory analyst, warehouse audit

Riverton reporting setup · Blocked

Log activity
1
Record details
BookingRiverton reporting setup
ResourceReporting implementation team
AssigneeKavya Rao
Due date18 Oct
2
Resource usage

Inventory analyst, warehouse audit

Usage numberWork dateHours
RU-7885631 Oct15
RU-2692802 Nov13
RU-3284916 Oct12
Resource usage
6
Total hours
60
3

Who works on it

  • AdminManage Users, Organizations, team members, Bookings, Resources…
  • Delivery LeadManage Bookings, Resources, booking resources, Confirmations…
  • Project ManagerManage Bookings, Resources, booking resources, Confirmations
4

Process stages

  • Assign the workDelivery Lead
  • Track exceptionsDelivery Lead
Example screen with sample data
Roles

A workspace for each role

Everyone opens Resource Booking System to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains access and the core delivery records.

  • Manage Users, Organizations, team members, Bookings, Resources, booking resources, Confirmations, booking conflicts, resource constraints, resource usage, review decisions, operation receipts, record attachments

Roles and permissions

Reports

Read the schedule, hours and exceptions together

Review booking schedules, assigned hours, approvals and exceptions from operating records.

Overview
Resource Booking System · Overview

Resource Booking System dashboard

This quarter

Resource usage in view
6
Total hours
60
Submitted
6

Booking resources by status

How far records got this quarter

StageReachedStep
Backlog49
In progress816%
In review225%
Blocked150%

Number of booking resources by status

Sample counts per stage

0
-20Backlog
-50In progress
-20In review
0Blocked
-40Done
Example screen with sample data
  1. 01Booking schedule by owner

    Which owners have engagements ending soon?

  2. 02Booked and actual hours by engagement

    Where has recorded effort moved beyond the reservation?

  3. 03Usage submission outcomes

    Which entries were approved, and which remain submitted after an attempt?

  4. 04Assignment blockers

    Which assigned items are blocked, and who owns them?

  5. 05Constraint exposure by category

    Which open or monitored constraints have high probability and impact within each booking?

  6. 06Conflict triage progress

    Which raised issues remain before verification or closure?

  7. 07Confirmation due dates

    Which pending confirmations are due next and who owns them?

  8. 08Operation outcome trail

    Which recorded operations succeeded or failed, and when?

All reports and dashboards

Who it's for

Fit client and internal delivery teams

See how Resource Booking System fits your kind of team.

Client delivery teams

Plan client engagements and keep assigned work, time and exceptions together.

Internal programs

Coordinate internal delivery work across owners, dates and approval decisions.

Shared service operations

Give recurring delivery requests a clear owner, assigned effort and review trail.

Controls

Trace triage and approval outcomes

Each stage of plan and review booked delivery names the role that acts and the status it records, so a change is never anonymous.

OverviewPlan and review booked delivery
Resource Booking System · Process

Plan and review booked delivery

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
0
Roles involved
3
Tables touched
11
Set up the booking
Project Manager
StatusPlanned → Active
RecordsOrganizations, Bookings
Assign the work
Delivery Lead
StatusBacklog → in progress
RecordsBooking resources, Team members, Resources
Watch checkpoints
Project Manager
StatusPending → Met
RecordsConfirmations
Plan and review booked delivery
  1. Start
    Set up the bookingPlanned → Active
    Organizations
  2. Step
    Assign the workBacklog → in progress
    Booking resources
  3. Step
    Watch checkpointsPending → Met
    Confirmations
  4. Approval
    Submit usageDraft → Submitted
    Resource usage
  5. Step
    Approve usageSubmitted → Approved
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next item to review

Ask Proto for help reviewing bookings, assigned work and usage outcomes.

It can

  • Project Manager: Show active bookings ending soon and pending confirmations for an owned engagement.
  • Delivery Lead: Find blocked assigned items and open conflicts for a booking, with their owners.
  • Team Member: Show my assigned work and my submitted usage entries.
  • Usage Reviewer: Show approved usage and failed attempts with their booking and work context.

Stays with a person

  • The assistant can help locate records and prepare a review.
  • A person still reviews the recorded usage outcome and decides whether an engagement is ready to complete.
  • Confirm the booking and person before changing a record.
  • For an exception, read the current status and receipt before repeating an action.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Resource Booking System
  • Identity directory
  • Document storage
  • Finance system
  • Planning calendar
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables
13tables
  • Booking oversight8
  • Resource work planning5
  • Usage and approval6
  • Conflicts and constraints5
  • Checkpoints and evidence6
  • Organizations and team9
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set ownership

    Choose the Project Manager, Delivery Lead, Team Member and Usage Reviewer for the first booking. Confirm the organization and team member records.

  2. Load a booking

    Enter the agreed schedule, budget context, work groups, assigned items and dated confirmations.

  3. Rehearse exceptions

    Raise a conflict with severity, check triage and the receipt, then test a missing-severity case. Add a constraint with an owner and mitigation.

  4. Rehearse usage

    Submit positive hours for an assigned item and inspect the approval decision and receipt. Test an invalid-hours attempt.

  5. Review completion

    Compare the booking’s end date, work states, time and checkpoints before deciding whether it can be completed.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Resource Booking System.

All questions
How do I get started?

Click Get started, then use Proto to configure Resource Booking System for your business. Start with one dated delivery booking, its organization and owner, a small set of assigned work, and a real usage approval case.

What is a booking here?

A booking is a dated client or internal delivery engagement. It carries the organization, owner, type, budget and delivery state that connect its work and follow-up records.

How is work assigned?

Create a work group under the booking, then add individual assigned items with a person, due date and reserved hours. The team can follow those items in the in-flight and board views.

Can a team member record time?

Yes. A team member records a work date, hours and booking on a usage entry, and can connect it to an assigned item. Submitting the entry starts the approval check.

What happens when hours are submitted?

The approval workflow checks positive hours and the submitted state. A valid entry becomes approved and leaves a review decision and operation receipt. The Usage Reviewer inspects the outcome and follows up on failed attempts.

What happens if hours are invalid?

An approval attempt with hours that are not positive is blocked and leaves a failed operation receipt for follow-up.

How do we follow a raised issue?

Record a conflict against the booking with severity and an owner. The triage action moves an open, classified issue into triaged follow-up and records its result.

How are delivery risks tracked?

Record a constraint against the booking with category, probability, impact, mitigation and an owner. Review open and monitored constraints while the booking is active.

What should we check before completion?

Review assigned work, submitted time, pending confirmations and open exceptions against the booking end date. The Project Manager then records the booking state that matches the outcome.

Set up Resource Booking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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