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Project status summary with AI

The AI summary reviews the project’s tasks, dates, critical path, and comments from the last two weeks to generate a brief status update, risks, and recommendations for this week.

  • Project manager
  • Project Member
  • Viewer

What is an AI-generated project status summary?

The AI summary writes a brief status update, risks, and recommendations for this week by reviewing the project's tasks, dates, critical path, and comments from the last two weeks. Who can do this: Project manager; Project member; Viewer. The summary is based solely on data within the project and is not saved; it is regenerated each time you open it.

Steps

  1. Open the project and click AI Summary next to the title 1.

  2. Within a few seconds, a summary titled Overall Status, Risks, and Recommendations opens.

  3. After changing the plan, click Refresh for the current summary.

demo screen (with demo data)
  1. 1AI Summary
Tip The summary is based solely on data within the project and is not saved; it is regenerated every time you open it. Check tasks and dates separately when making decisions. Users with the customer role cannot use the AI summary.

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