Project eligibility analysis AI agent

This Strategic Portfolio Management agent performs checks for project and project task related requests. The agent analyzes requests to check impact on a project due to project task. It checks if the project summary email skill is enabled for the instance and whether the skill was enabled for a given project.

Workflow

1. Verify that the project summary email skill is enabled on the instance.
2. Retrieve the parent project information using the input task number.
3. Verify that the project manager has scheduled a project summary email for this project.
4. If both checks pass, hand off to the next agent to analyze the task's impact on the project. If either check fails, terminate the workflow.

Table 1. Configuration

Field	Description
Allow third party to access this AI agent	When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the External discoverable field.
Allow AI specialists to access this AI agent	When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs [sn_aia_agent_config] table on the Specialist enabled field.
Manage long-term memory	When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see ServiceNow Otto AI agents reference.
Tools	Flow Action Check if project email insights skill is enabled Scripts Fetch Email insight configuration and check if critical update Get project details for a given task number
Agent roles (ACLs)	project_manager
Data access roles	agent_role_config_viewer, agent_workspace_user, app_service_user, baseline_user, canvas_user, cmdb_ms_user, cmdb_query_builder, cmdb_query_builder_read, cmdb_read, currency_instance_report_admin, data_manager_user, decision_table_reader, demand_manager, demand_user, dependency_views, financial_mgmt_user, fiscal_calendar_user, idea_manager, interaction_agent, it_demand_manager, it_demand_user, it_project_manager, it_project_portfolio_user, it_project_user, notify_view, now_assist_panel_user, pa_viewer, planning_console_user, pps_resource, project_manager, project_portfolio_user, project_user, prompt_library_user, rate_model_user, report_group, report_user, resource_user, rm_doc_admin, rm_epic_admin, rm_release_scrum_admin, rm_scrum_task_admin, rm_sprint_admin, rm_story_admin, rm_task_admin, rm_test_admin, role_viewer, scrum_admin, scrum_user, skill_user, snc_internal, snc_required_script_writer_permission, sn_ace.ace_user, sn_ai_filter_assist.user, sn_ai_filter_tracker.user, sn_bm_client.benchmark_data_viewer, sn_change_read, sn_cmdb_user, sn_csm_household.viewer, sn_csm_pricing.pricelist_viewer, sn_customerservice.customer_data_viewer, sn_gf.goal_user, sn_gf.goal_user_read, sn_gf.strategy_planner, sn_gf.strategy_planner_read, sn_ind_tmt_orm.fulfillment_viewer, sn_ind_tmt_orm.order_viewer, sn_invst_pln.std_user, sn_invst_pln_investment_user, sn_invst_pln_v2.investment_user, sn_l2c_core.entity_mapping_viewer, sn_nowassist_admin.user, sn_ord_qual_mgmt.alternate_proposal_read, sn_prd_invt.product_inventory_operations_read, sn_prd_invt.product_inventory_viewer, sn_prd_pm.characteristics_viewer, sn_prd_pm.product_catalog_viewer, sn_prd_pm.product_model_characteristic_viewer, sn_pss_core.service_contract_viewer, sn_query_gen.user, sn_shn.user, sn_sow.sow_home, sn_sow.sow_list, sn_sow.sow_user, sn_spm_gen_ai.assist_user, sn_sttrm_condition_read, sn_tmt_core.inbound_queue_read, sn_udc.basic_read, sn_uib_collab.user, sn_workflow_studio.workflow_studio_read, survey_reader, task_editor, template_read_global, timecard_approver, timecard_user, timeline_user, view_changer, viz_creator, workspace_user
Triggers	Optional. None defined by default. An admin can specify triggers if desired. For more information, see Add a trigger to an AI agent.
Channels	Not defined.
Used in agentic workflows	Generate Project Summary

Learn more about Strategic Portfolio Management at Strategic Portfolio Management.