In this article, we will review the list of information cards created by PPM Express Insights AI in the corresponding project section.
The information cards created by AI Agents in the PPM Insights AI project section can be reviewed in the article "Overview of AI Agent Groups and Their Agents."
Please review the list of Insights created by PPM Express Insights AI in the order of appearance:
Failed Sync Card:
Displays if there is a failed synchronization for any external system. A separate card is shown for each connection with failed synchronization. A joined card may be shown for the linked Planner, Office365 Group, and MS Teams if the synchronization fails for the same connection.
Not On Track Statuses:
All Project statuses are at Risk or Critical.
- Overall Status
- Schedule Status
- Cost Status
- Risks Status
- Issues Status
- Resources Status
Key Dates cards (including external key dates):
- Overdue Milestones: all late key dates: not completed, with ‘Date’ < today;
- Slipped Milestones (baseline): Key dates with Baseline < Current values. Doesn’t include completed milestones;
- This week milestones: Key dates with ‘Date’ that’s Due this week, not Completed.
Task Cards (only for internal PPM Express tasks):
- Overdue Tasks: appears and counts late not completed Project tasks, i.e., tasks with ‘Due Date’ < today, Progress < 100%
- Slipped Tasks: appears for tasks with baselines where Baseline value < Current value for any or all baseline fields (‘Start Date’, ‘Due Date’, ‘Duration’, ‘Effort’, ‘Original Estimate’). It does not include completed tasks.
- This Week Tasks: shows Project tasks that have dates scheduled for the current week, i.e., the ‘Start Date’ – ‘Due Date’ frame includes this week’s dates. It also includes completed tasks.
- Tasks Effort vs Completed Work: compares the total Project Effort, Completed Work, and Remaining Work. The values are taken from the Project fields with roll-up values from tasks – ‘Schedule Effort (PPM Express)’, ‘Schedule Completed Work (PPM Express), ‘Schedule Remaining Work (PPM Express)’. The card is not shown if the values for the mentioned fields are 0, or they are empty.
- Tasks Story Points vs. Completed Story Points: compares the total Project Story Points and Completed Story Points. The values are taken from the Project fields with roll-up values from tasks – ‘Schedule Story Points (PPM Express)’, and ‘Schedule Completed Story Points (PPM Express)’.
Budget cards:
- Budget Overrun: (Budget vs. Forecast/Baseline/Actual) compares the total Budget value with the Forecast, Baseline, and Actual grand total values (Project Budget section). The card is shown if the total budget value is less than any of the grand total values.
- Budget Overrun: (Actual vs. Forecast/Baseline) compares the Actual budget value with the Forecast and Baseline grand total values (Project Budget section). The card is shown if the total Actual budget value is greater than the Forecast or Baseline grand total values.
Overallocated Resources:
All resources that have overallocation (with Committed booking type).
Active Risks:
The card counts Risks with the Status ‘Active’. It is shown when there is at least one active risk.
Active Issues:
The card counts Issues with the Status ‘Active’. It is shown when there is at least one active issue.
Active Change Requests:
Change Requests with a Status ‘Active”. It is shown when there is at least one active change request.