Using Project Intelligence: step-by-step guides
Practical guides through the project lifecycle: start, knowledge and documents, initiation, planning, daily operations, control, and reporting — written by the product team.
Getting Started
First steps: sign in, pick a project, ask the agent your first question, and open the command menu.
Read the guideGetting startedProject Setup and First Run
What the agent needs to start: project context, the document registry, and the next-step advisor.
Read the guideKnowledge & documentsWorking with the Document Base
Uploading project documents, the three-tier knowledge base, and semantic search with citations.
Read the guideKnowledge & documentsProject Documents: Creation and Upkeep
How the agent creates and maintains the charter, scope, requirements, and registers — and how you review them.
Read the guideKnowledge & documentsLoading Methodology for All Projects
For PMO heads and program managers: the organization's methodology in the global corpus, in manager mode.
Read the guideInitiation & planningProject Initiation
Project charter, contract and SOW analysis, the first scope: how to close the initiation phase.
Read the guideInitiation & planningGathering and Elaborating Requirements
From interviews to the living BRD and the specification: the full requirements cycle.
Read the guideInitiation & planningSchedule Planning
From requirements to the plan: ticket structure, estimation, and the baseline.
Read the guideInitiation & planningWorking with the Schedule Editor
The live Gantt in the working area: how the agent edits the plan and how you accept or revert changes.
Read the guideDaily operationsDaily Operations: Walkthroughs and Meetings
The daily and weekly project walk, the briefing, and meeting agenda preparation.
Read the guideDaily operationsStatus Snapshots and Change Analysis
The monitoring cycle: dated work and budget snapshots, the delta between periods.
Read the guideControlScope Control and Change Management
Assumption baselines, deviations, and change requests: how to keep the scope under control.
Read the guideControlRisk Management
The risk register: identification, scoring, response measures, and periodic review.
Read the guideReportingReporting for Management
Report formats, status letters, PPTX from a template, and delivery-quality reviews.
Read the guide