Generate and track project details from AI insights page

Generate and monitor project insights directly from AI insights page in Project Workspace.

Before you begin

Ensure that the Project insights generation skill is active.

Role required: it_project_manager

Procedure

1. Open a project from the planning page of Project Workspace.
   For information on how to navigate to the planning page, see Access the new Project Workspace.
2. Open AI insights page by selecting AI insights from the list.
3. Select Generate insights to generate AI insights of your project.
   

   Project insights are generated using the same Project insights generation skill used for email insights. Insights are displayed directly in the in‑app AI insights experience.

4. Review the generation project insights.

Result

The project insights are generated from the AI insights page with access to current project insights in a single in‑app view.

What to do next

• View and reuse stored insights:
  • Generated insights are stored and reused based on a defined date threshold.
  • When you revisit the AI Insights page, previously generated insights are displayed if they are still within the threshold.
• Regenerate project insights:
  • From the AI insights page, select Regenerate icon.
  • Now Assist generates updated project insights.