Get started with the Project Management AI

The Project Management AI helps you set up new projects faster and uses company and industry data to suggest profit margin goals. It assists with tasks like building quotes, converting quotes to budgets, populating project details, tracking changes, and monitoring project execution to help ensure the best results.

Key Features and Functions

Project Setup Assistance

• Faster Project Start: Set up new projects more quickly. When starting a new project, a panel appears next to the project details. You can use this panel to ask questions.
• File Upload: Upload external files like contracts, quotes, and proposals directly using drag and drop or the upload function. The Project Management AI populates project details, including project name, customer info, start/end dates, and other fields, by extracting info from approved quotes and uploaded documents.
• Phase Support: Phase details are automatically populated into the project.
• Contract Integration: Create new projects automatically once contracts are signed in Customer Hub. You don't have to wait for contracts to finish uploading to perform other tasks. Select close and notify later to receive a notification when details are added
• Project Review: You can review the auto-populated project details and make necessary changes before saving.

Quotes and Budgets

• Build Quotes: Create quotes using your own contracts, external PDF quotes, spreadsheets, and budgets. After creating a project quote, you'll have the option to convert the saved quote into a project budget, carrying over all items and phases.
• Item Identification: Identifies products/services in uploaded documents that don't have an exact match in your system. It provides suggestions or recommends creating a new item.

Real-time Tracking and Suggestions

• Corrective Actions: Suggests corrective actions in real time to help maintain optimal project outcomes, and monitors changes within your project.
• Deviation Analysis: Provides auto-generated key factors explaining deviations between quotes and actuals for both costs and income.
• Dismiss Suggestions: You have the ability to dismiss any of the Project Management AI suggestions. You always have the final say.