Building a Project Management Software with ERP•AI

Creating custom software is complex—unless you’re using ERP•AI. With just a prompt, I built a Project Management Software, refining it step by step to fit my needs.

Step 1: Getting Started

1. Sign in – Enter your email and verify your account.
2. Describe Your Needs – Simply type what your software should do in natural language.
3. Submit & Let AI Work – Hit 'Enter,' and ERP•AI gets to work.

That’s it—custom software creation without coding! Stay tuned for the next steps.

Here’s the prompt I used:

    
I want to build a Project Management Software that helps teams plan, 
track, and manage projects and timelines associated with it efficiently. 
The software should provide an intuitive and flexible workspace for managing tasks, deadlines, team collaboration, and reporting. Core Features:

	- Project Creation & Management: Create projects with phases like Planning, Execution, and Completion.
	- Task & Subtask Management: Assign tasks, set due dates, and track progress.
	- Roles & Permissions: Define access levels for Admins, Project Managers, and Team Members.
	- Kanban & Gantt Views: Provide visual project management tools.
	- Collaboration & Communication: Enable comments, notifications, and email alerts.

Step 2: Build Your App in a Few Clicks with ERP•AI

1. Review and confirm the AI’s analysis of your requirements.
2. Expand to see the AI's breakdown of your prompt.
3. Make any necessary edits and finalize.

ERP•AI instantly generates your app with the specified features—just like in the demo!

• Master Tables – Includes columns, column types, references to dependent tables, and resolves any circular dependencies.

• Views – Role-based filtered views that determine restricted actions for different users.

• User Roles – Defines permissions for each master table and view.

• Dashboard – Highlights key performance metrics.

• Reports – Generates pre-configured reports for sales tracking, lead management, and deal analytics.

The Project Management App is generated Successfully, next steps will be to refine and customize it with Agents

Step 3: Refining the Software with ERP•AI’s Agents

Step 3.1: Customize Data Fields with the Edit Agent

To enhance the ERP structure, I used the Edit Agent:

1. Open the Edit Agent.
2. Modify the data structure by adding:
• Resource Type: Dedicated or Shared
• Usage Percentage: Specifies resource availability
3. Confirm changes—the new columns are instantly added.

Step 3.2: Adjust Role Permissions with the Roles Agent

With the database set, I fine-tuned user access using the Roles Agent:

1. Open the Roles Agent.
2. Modify access levels with instructions like:
• “Restrict delete permissions to Project Managers only.”
• “Allow only Finance Team to edit budget details.”
3. Review and confirm changes to enforce permissions.

Step 3.3: Onboard Team Members with the Invite Agent

With permissions in place, I invited team members using the Invite Agent:

1. Open the Invite Agent.
2. Enter email IDs and assign roles (e.g., Project Manager, Finance Lead).
3. Send invitations—team members receive access instantly.

Step 3.4: Customize Insights with the Dashboard Agent

To optimize data visualization, I used the Dashboard Agent:

1. Access the Dashboard Agent.
2. Modify KPIs by prompting:
• “Show top 5 projects by region.”
• “Add a widget for resource allocation.”
• “Rearrange widgets for better visibility.”
3. Save changes—the dashboard updates automatically.

Step 3.5: Input Real-Time Data with the Record Agent

I used the Record Agent to enter project data in real-time:

1. Open the Record Agent and select the relevant table.
2. Add a new project record:
• Name: Sample Project
• Start Date: Feb 10
• Status: In Progress
• Budget: $750,000
3. Confirm and save—data is instantly updated.

Step 4: Implement Automations

To streamline operations, I set up Automation Workflows:

1. Navigate to Automation in ERP•AI.
2. Use the workflow builder to build an automation

I built an automation workflow for Smart City Project Task Allocation. Whenever a task was created in the Smart City Project, it would be updated under the name 'Jules Verne.' For any other project, it would be updated under 'Tom Horton’ (Project Manager).

AI-Powered Project Management Software, Built-in Minutes

With ERP•AI, I didn’t just create software—I built a fully functional, custom project management software in minutes. AI-powered automation handled the heavy lifting, letting me refine features instead of coding from scratch. Whether you need a CRM, project tracker, or financial system, ERP•AI turns ideas into reality—fast.

Ready to build yours? Get started today! 🚀