Overview of the Project Management Agent

The Project Management Agent helps businesses save time by automatically generating draft projects with essential details pre-filled, such as project name, customer information, and dates. This automation eliminates manual data entry, allowing businesses to launch projects faster. By handling the initial setup, the Agent helps teams to focus on high-priority tasks and accelerate project delivery.

Note: This feature is exclusive to QuickBooks Online Advanced customers. If you’re interested in using the Project Management Agent, upgrade your QuickBooks Online subscription.

Core features and functionalities

The Project Management Agent can help with specific project tasks. Here's what you can do:

• Upload files: Add external documents like contracts, quotes, or proposals. Files can be added using drag-and-drop, or the upload function in the panel. Uploading relevant files can automatically populate project details, including dates, and custom fields. 
• Edit details: Modify or add information to any project fields as needed after the agent populates them.
• Track changes: Monitor updates to a project in real time.
• Receive suggestions: Obtain recommendations for corrective actions to help maintain project performance.