Project Management Software

PSA for Training and Education Services

Plan and deliver professional training programs through structured cohorts, instructor assignments, delivery gates, tasks, dependencies, and execution notes. The app gives program managers, instructors, coordinators, and stakeholders a shared view of curriculum readiness, cohort delivery, assessments, certification, progress, and risk.

Schema, views, workflows, and roles stay connected in one workspace.

Operating threadTraining Delivery Overview
  1. 01Review prioritiesOpen Training Delivery Overview to review the records and work…
  2. 02Keep work currentCreate and update operational records as work moves forward.
  3. 03Track outcomesUse the app's project management software views to monitor…

One connected Project Management Software workspace — schema, views, workflows, and roles included.

What's inside

PSA for Training and Education Services, ready to run.

Plan and deliver professional training programs through structured cohorts, instructor assignments, delivery gates, tasks, dependencies, and execution notes. The app gives program managers, instructors, coordinators, and stakeholders a shared view of curriculum readiness, cohort delivery, assessments, certification, progress, and risk.

PROJECT MANAGEMENT SOFTWARE / 01

Cohorts records

Cohorts records is available in the publisher-maintained product.

PROJECT MANAGEMENT SOFTWARE / 02

Delivery Dependencies records

Delivery Dependencies records is available in the publisher-maintained product.

PROJECT MANAGEMENT SOFTWARE / 03

Delivery Gates records

Delivery Gates records is available in the publisher-maintained product.

PROJECT MANAGEMENT SOFTWARE / 04

Delivery Notes records

Delivery Notes records is available in the publisher-maintained product.

PROJECT MANAGEMENT SOFTWARE / 05

Delivery Priorities records

Delivery Priorities records is available in the publisher-maintained product.

PROJECT MANAGEMENT SOFTWARE / 06

My Delivery page

My Delivery page is available in the publisher-maintained product.

WORKSPACE / 07

Training Delivery Overview

Read-only training delivery health overview with programs, delivery gates, progress, risk, and completed work.

How it works

From published app to your operation.

Read-only training delivery health overview with programs, delivery gates, progress, risk, and completed work.

  1. 01

    Activate the app

    Add the publisher-managed product to your workspace and start using it with your organization data.

  2. 02

    Review the schema

    Start with 15 tables and the included relationships, forms, and views.

  3. 03

    Configure the workflow

    Set workspace roles, permissions, and supported workflow options for the process you run.

  4. 04

    Invite the team

    Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.

Open Training Delivery Overview

Built for the whole team

One workspace, every role.

Operators, managers, and builders work from the same Project Management Software app.

Operators

Daily teams

Run PSA for Training and Education Services with the tables and views needed for repeated operational work.

Managers

Approvals and visibility

Track exceptions, review work, and keep the team aligned from a shared workspace.

Implementation

Ready to configure

Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.

Rollout

From install to operating model.

Adopt the app at your pace — start on day one, then configure, operate, and scale.

  1. Day 1

    Activate

    Start using the app, review the included process, and add the first workspace records.

  2. Week 1

    Configure

    Set roles, workspace options, and the first supported integration or Proto workflow.

  3. Month 1

    Operate

    Move real work through the app and refine reports from day-to-day usage.

  4. Quarter 1

    Scale

    Invite more teams, connect APIs, and standardize the operating model.

FAQ

Common questions.

What do I get when I activate PSA for Training and Education Services?

The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.

Who owns and maintains the app?

The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.

Start

Start with the complete application.

PSA for Training and Education Services installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.

Product access

Published app

Install a working Project Management Software workspace with real structure on day one.

  • 15 Tables
  • 157 Fields
  • 6 Proto
  • 4 Reports
Start free

Operational rollout

Scoped to your team

Configure, migrate, validate, and launch the processes your team runs every day.

  • Process and role configuration
  • Data migration and integrations
  • Launch and ongoing support
Discuss a rollout

Support

Bring us the real operation.

Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.

support@erp.ai
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