Configure project status generation skill in the Now Assist Admin console

  • Release version: Australia
  • Updated April 15, 2026
  • 1 minute to read

    • Configure the project status generation Now Assist skill to enable.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Admin > Now Assist Admin > Now Assist Skills.

      If you’re already in the Now Assist Admin console, select the Now Assist Skills tab.

    2. On the navigation panel, select a workflow, such as Technology.
    3. On the project status generation card that is associated with the skill you'd like to activate, select Activate skill.

      Admin configurations: On Status report generation skill card, select Edit to review settings. Review the dimension level configurations and update the skill. Select Save and continue to apply changes. Review and update the executive summary template according to your guidelines and select Save and continue to proceed with next screens. This is one time admin configuration.

    4. From Overall health screen, review health criteria for each project dimension and select Save and continue.
      Switch scope
    5. Review the executive summary screen and select Save and continue.
      Switch scope
    6. From Define access screen, select Save and continue.
      Roles can be added by entering the name of the role in the User roles field. Existing roles can be removed by selecting the X icon in the role bubble. You must have at least one role specified, but you can add as many as you like. In the next step of the skill configuration, select where you'd like to display the skill.
    7. You can select in-product if you'd like to display the skill on forms and workspaces.
    8. Review your choices and select Activate to complete the configuration.