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- Resource Planning System
- Get started
Get Resource Planning System running in four steps.
Configure Resource Planning System with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Resource Planning System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Resource Planning System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Get started
Click Get started to create your ERP.AI account, then use Proto to configure Resource Planning System.
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.
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.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.