This article will review how to generate PPM Express tasks using AI functionality.
This functionality allows creating tasks for your PPM Express projects using AI. It helps you plan your next steps quickly, stay organized, and boost your productivity.
When the PPM Insights AI is enabled on your tenant, the Generate with AI option becomes available on the PPM Express Tasks page.
Please note: Only users with Edit and/or Collaborate on permission for the project can use this functionality (as well as Project Managers with edit permission for the Project).
To generate PPM Express tasks with AI, perform the following:
1. Open the PPM Express Tasks page and click on Generate with AI.
2. In the 'Context for AI Task Generation' field, describe the project or initiative in detail for a precise task schedule generation. You can provide information about the project or the tasks you need to generate, specify the number of tasks you need for the project, etc.
The more context you provide, the more precise the output is. For example, we are implementing company-wide CRM software to enhance our customer management processes, following the Agile methodology.
The 'Add Project Description' button allows copying the text from the Description Project field (Details Project section).
3. Provide the Start Date (when the first task of the Project Schedule should start) and Finish Date (when the last task should end). If there are Start and Finish dates for the Project, these fields will be filled in automatically, but you can change the values as required.
The Start Date is a required field. Finish Date is not a required field, and if you leave it empty, AI will generate the finish date for you. Also, even if you provide the finish date, AI may change it according to the number of tasks and their duration.
4. Select the task group where the newly generated tasks will be added. The existing groups will be available from the list. If you need a new group, it should be created in advance.
Also, the Generate with AI button is available for each task group, and if you click this button from any group, it will be preselected in the Group field on the Generate Tasks panel.
5. Select the hierarchy level. By default, tasks are organized at level 1, creating a schedule with a flat hierarchy.
If you set the hierarchy level to 2 or higher, the schedule will have subtasks, and the hierarchy will go up to the specified level. However, AI may change the level of the task hierarchy depending on the context you provide.
6. Click Generate. Allow AI some time to generate the tasks for you.
When the tasks are generated, you can review them first and deselect the ones you don't need. If you deselect some of the tasks and click Create Tasks, there will be no gap in the task dates or duration. AI will consider only the selected tasks and set the dates and duration accordingly.
If you need to change the tasks or add more, click Back and provide more details for AI in the Context field.
To close this window without task creation, click Cancel.
7. Once ready, click the Create Tasks button, and the tasks will appear in the selected group. Task start, finish dates, duration, and status will be filled in automatically.
The task dependencies are not created, but tasks will be scheduled based on the Finish-to-Start order. When creating the tasks, calendar exceptions, weekends, and holidays will be considered.
The task calculation mode will be set according to the Project Settings option selected (auto or manual).
