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  1. Resource Booking System
  2. Get started
Get started

Get Resource Booking System running in four steps.

Prepare a first booking and check the full delivery and approval path.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Resource Booking System. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Resource Booking System in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Resource Booking System for your team. Name the people who will own bookings, assign work, submit usage and inspect its outcome. Review roles before giving access to the first operating group.

Prepare the first operating cycle

Choose one upcoming client or internal engagement. Bring its organization, subject, owner, date window and booking type. List the work groups, assignees, due dates and reserved hours that the team already expects. Add a dated confirmation and a realistic issue or constraint for a rehearsal. Use implementation to step through the records in order.

Review before release

Ask a Team Member to submit positive hours against the booking and have the Usage Reviewer inspect the workflow outcome. Check the decision and receipt. Try an invalid-hours attempt and inspect its failed receipt. Raise a classified conflict and confirm triage. Finally, compare work, time and checkpoints with the booking end date before the Project Manager decides its delivery state.

Set up Resource Booking System your way.

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

How to get started