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Configure Resource Planning System with Proto.

Example workspace
My AssignmentsAssignments
YouStatusActiveDraft
Active
ASS-71974PRJ-4696771 allocation pct
ASS-28654PRJ-6265896 allocation pct
ASS-56496PRJ-5175290 allocation pct
Draft
ASS-59696PRJ-1598689 allocation pct
ASS-69941PRJ-7674690 allocation pct
ASS-42967PRJ-2128892 allocation pct
  • 1

    Start now

    Click Start now to create your ERP.AI account, then use Proto to configure Resource Planning System.

    Start now
  • 2

    Prepare your team’s setup

    Bring practice ownership, project identifiers, verified staff and contractor principals, approved leave/calendars, qualifications, rate policies, active assignments and the source timesheet mappings.

  • 3

    Review your first working flow

    Review one staffing request, a concurrent capacity conflict and a dated substitution with Resource Manager and Project Manager. Verify protected rates and the source time-entry mapping before inviting the broader team.

    $ curl -s erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Project 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.

 ReportsReports and analytics

Understand capacity, utilisation and forward demand

 Data modelData model

Records and relationships behind Resource Planning System.

 IntegrationsIntegrations

Connect HR availability with delivery commitments

 RolloutImplementation

Configure Resource Planning System around your team’s operating policy.

 APIAgent reference

Use Proto to configure Resource Planning System.

Modules

ERP•AI workspace

Start now Resource Planning System

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

Start now Download agent

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