Generate and track project details from AI insights page

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Generate and monitor project insights directly from AI insights page in Project Workspace.

    Vorbereitungen

    Ensure that the Project insights generation skill is active.

    Role required: it_project_manager

    Prozedur

    1. Open a project from the home page of Project Workspace.
      For information, see Access the new Project Workspace.
    2. Open AI insights page by selecting AI insights from the list.
    3. Select Generate insights to generate AI insights of your project.
      AI insights page in Project Workspace.

      Project insights are generated using the same Project insights generation skill used for email insights. Insights are displayed directly in the in‑app AI insights experience.

    4. Review the generation project insights.
      • Project insights
      • Executive summary
      • Overall project health
      • RAG status (These appear as widgets on the AI insights page).

      AI computes project health across all configured dimensions based on administrator‑defined rules. The generated status report presents detailed health indicators along with supporting rationale to help you understand the current state of the project. You can review schedule variance information to identify delays and the sub‑indicators affecting progress, and view project status explanations that highlight recent achievements and issues requiring immediate attention. Additional sections can be expanded for deeper analysis. The report also includes schedule health to assess progress against planned timelines and thresholds, as well as budget and cost status to verify that financials remain within limits.

    Ergebnisse

    The project insights are generated from the AI insights page with access to current project insights in a single in‑app view.

    Nächste Maßnahme

    • View and reuse stored insights:
      • Generated insights are stored and reused based on a defined date threshold.
      • When you revisit the AI Insights page, previously generated insights are displayed if they are still within the threshold.
    • Regenerate project insights:
      • From the AI insights page, select Regenerate icon.
      • Now Assist generates updated project insights.