Skip to main content Enter
ERP.AI Resource Planning System

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto

Modules

People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile. Capacity planningCompare net available hours with existing commitments before promising another week of delivery. Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.
Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions. Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments. Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto

Processes

Profile to eligible candidatePrepare verified profiles before comparing people against project requirements. Request to project assignmentReview current fit and capacity before creating one approved assignment.
Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment. Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto

Industries

Consulting practicesBalance specialist demand across client engagements. Technology servicesFind verified technical skills for implementation and support projects.
Internal delivery teamsPlan scarce internal capacity across competing initiatives.

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto

Reference

Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights. Reports and analyticsUnderstand capacity, utilisation and forward demand Data modelRecords and relationships behind Resource Planning System.
IntegrationsConnect HR availability with delivery commitments ImplementationConfigure Resource Planning System around your team’s operating policy. Agent referenceUse Proto to configure Resource Planning System.

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile.Capacity planningCompare net available hours with existing commitments before promising another week of delivery.Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments.Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.
Processes
Profile to eligible candidatePrepare verified profiles before comparing people against project requirements.Request to project assignmentReview current fit and capacity before creating one approved assignment.Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment.Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.
Industries
Consulting practicesBalance specialist demand across client engagements.Technology servicesFind verified technical skills for implementation and support projects.Internal delivery teamsPlan scarce internal capacity across competing initiatives.
Reference
Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights.Reports and analyticsUnderstand capacity, utilisation and forward demandData modelRecords and relationships behind Resource Planning System.IntegrationsConnect HR availability with delivery commitmentsImplementationConfigure Resource Planning System around your team’s operating policy.Agent referenceUse Proto to configure Resource Planning System.
Sign in
Sign in Start now
Resource Planning System References
Agent reference6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Agent reference

Use Proto to configure Resource Planning System.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Find eligible resources for this request and show the weekly capacity conflicts. › Reconcile this source timesheet correction to its exact assignment period.

What an agent typically does

Resource Manager’s assistant

Compare eligible people, current availability and required skills before proposing assignments.

acts as Resource Manager

Pending Resource RequestsResourceRequests
PendingApprovalPractice IN (current user's managed Practices)
  • RR-80280 PRJ-72464 71 9 d
  • RR-48833 PRJ-79428 72 in 4 d
  • RR-17970 PRJ-40124 90 11 d
  • RR-20663 PRJ-84555 95 in 7 d
  • RR-86946 PRJ-49984 71 7 d
RR-80280
Project
PRJ-72464
RoleNeeded
RLS-7733
StartDate
08 Sep
EndDate
17 Sep
AllocationPct
71
Practice Lead’s assistant

Prepare the staffing decision with current capacity conflicts and any explicit exception reason.

acts as Practice Lead

Finance’s assistant

Explain approved rate versions and the financial inputs visible only to the authorized role.

acts as Finance

Forward-Booked Revenue (next quarter)AssignmentPeriods
ActiveAssignment.Billable = trueWeekStart BETWEEN todaytoday + 90
ResourceAssignment.ProjectWeek StartAllocation HoursAssignment.Bill Rate
RSR-7980ASS-52222 Sep6AR-746
RSR-4564ASS-47117 Sep11AR-127
RSR-4044ASS-69916 Sep8AR-814
RSR-9829ASS-61822 Sep14AR-168
RSR-6462ASS-83227 Sep13AR-232
RSR-8679ASS-17227 Sep2AR-226

What it cannot do alone

Resource Planning owns staffing and capacity decisions. Core HR owns employment and leave, project delivery owns tasks, time systems own approved actuals, and accounting owns billing and revenue recognition. Proto can prepare comparisons but cannot attest credentials, invent availability or supply independent approval.

Metering

AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.

Pricing →

ERP•AI workspace

Start now Resource Planning System

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · reference 5 of 6ImplementationNext · StartPricing

Customize Resource Planning System. With Proto, your desktop AI agent.

Ask Proto to help you customize Resource Planning System.

Customize
Resource Planning System.
Ask: “Adapt People and skills.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

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.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.