Bring practice ownership, project identifiers, verified staff and contractor principals, approved leave/calendars, qualifications, rate policies, active assignments and the source timesheet mappings.
Implementation
Configure Resource Planning System around your team’s operating policy.
Implementation phases
Phase 1 · Team and ERP.ai
Map demand and identity
Agree project ownership, practices, principal bindings and required qualifications.
Phase 2 · Team and ERP.ai
Reconcile availability
Import approved assignments, leave and holidays; inspect partial weeks and incomplete feeds.
Phase 3 · Team and ERP.ai
Configure decision policy
Set independent request, substitution and rate review with documented exception policy.
Phase 4 · Team and ERP.ai
Verify actuals and handoffs
Test corrected time, overlapping requests, protected-rate exports and an interrupted membership update.
Preserve accepted assignment dates and frozen rates. Changes to demand, availability or qualification evidence require fresh affected decisions. Source actual corrections retain their earlier observation and revision; do not rewrite closed periods or duplicate membership commands.
1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
3
ReleaseMerged into your workspace. Every user gets it.