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 estimates, converting estimates 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, estimates, 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 estimates 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.

Estimates and Budgets

• Build Estimates: Create estimates using your own contracts, external PDF estimates, spreadsheets, and budgets. After creating a project estimate, you'll have the option to convert the saved estimate 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.
• Spreadsheet Upload for Budgets (Intuit Enterprise Suite only): Upload spreadsheets to populate the project budget.

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 estimates 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.

Execution & Monitoring (Intuit Enterprise Suite only)

• Goal Setting: Set goals to track project profitability, income, and expenses. The Project Management AI scans project progress and reports back to you. Receive recommended actions to help you stay on track with project goals.
• Profitability Recommendations: Receive recommendations for profit targets based on historical project profitability and peer benchmark data. Uses company and industry data to determine the best profit margin goal.
• Planning Assistance: Populates projects with tasks, assigned task owners, recommended deadlines, and priorities based on documents uploaded.
• Task Review: You have the option to save the project and review tasks, allowing delegation and adjustments within your team.
• Improved Insights: Get a snapshot of project profitability (overall vs. week-over-week changes), total cost, and total income. Key factors like scope changes or increased item costs are highlighted. Allocates costs to projects based on historical data. You can examine and adjust these allocations.

Project Closing (Intuit Enterprise Suite only)

• Generate Summary: The Project Management AI generates a closing summary with insights on project performance and profitability. Mark your project status as Completed and select Review to generate the summary.
• Share Report: You can share the generated management report.