---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Generate a project plan using project plan generation skill

# Generate a project plan using project plan generation skill {#ariaid-title1}

Release version: Australia  
Updated April 18, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use Project plan generation skill to generate a project plan from natural language input, uploaded files, or both.

## Before you begin

Role required: it_project_manager  
* Install ServiceNow Otto for Strategic Portfolio Management plugin.
* To use attachments to generate a project, activate the document intelligence skill. The default LLM is Azure OpenAI. Switching to a different model may affect accuracy.

* The project plan generation skill is activated by default. For more information on how to activate the skill if it isn't automatically activated or if you want to change the skill configuration,
  see Configure AI Admin Hub.

## About this task

AI scans your project and task details to generate content. Review and edit the output before creating the project. Supported file types are word, pdf, excel, and powerpoint, with a 5 MB file size limit. Only the first five
attachments are processed.

For project and task supported column configurations, see [Supported columns for project and task generation](https://servicenow-prod.fluidtopics.net/ZLvShSrbC9r0ADZO_F5TfQ "AI extracts project and project task details from uploaded documents (e.g., excel workbooks). Recognized data is mapped to pm_project and pm_project_task columns. Columns not present in the document are initialized with valid defaults internally.").

## Procedure

1. Navigate to WorkspacesProject Workspace.
2. Select Generate project to use AI to generate a project.  

   To create a project without using AI, use New project from template or New project options.
3. Provide your project input using one or more of these methods.  
   * In the text field, describe your project using natural language. If you provide only natural language input, the document intelligence skill is not required.
   * Select Attach files and upload a word, pdf, excel, or powerpoint document. To use file attachments, activate the document intelligence skill. For more information, see [Activate a Now Assist in Document Intelligence skill](https://www.servicenow.com/docs/access?context=activate-now-assist-in-document-intelligence-skill&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).

   {#generate-project-using-ai-pw__ul_ijl_bfj_y3c}  
   Note:  
   Attach a file or enter context as free-form text before proceeding. No input returns an error. Insufficient context may also trigger an error.
4. Select Next to generate the project.
5. Select Create project.
6. Review the pre-populated project name, approved start date, approved end date, or business case.  

   Edit the fields as needed and add a description.  
   Note:  
   Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.

## Result

The project is created with the generated tasks, including task hierarchy and dates derived from your input.

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