Schedule the project insights email

Schedule the project insights email to prioritize and track the most important changes in the project in Project Workspace.

始める前に

Ensure that the Project insights generation skill is active.

Role required: it_project_manager

このタスクについて

By using the Project insights generation skill, you can generate a concise project insights. The project insights are shared through email. Project managers can monitor key elements such as project, project task, milestone, resource assignment, ridac, and financial. They can also prioritize their projects and decide the cadence of receiving these project insights email.

When a project is created in the work in progress state, the project insight generation skill is automatically enabled. This ensures that projects begin generating insights early in the execution phase without requiring manual setup. In addition, all existing projects in the work in progress state are automatically enabled for email‑based project insights.

手順

1. Navigate to Workspaces > Project Workspace and open any project.
2. From the planning page, select the more actions icon () and then select Configure project insights.

   From Project insights generation skill card, select Edit to modify the email conditions. From project insights configuration screen, select Switch scope and then select Edit conditions. Administrators can control insight generation through admin‑level configuration. From Email condition modal, admins can define which projects should generate insights and trigger email notifications, providing flexibility over when and for which projects insights are sent.

   注:

   To add user access, you need to edit Access control lists (ACLs). Users with it_project_manager role only can turn on this skill.
3. From the Configure project insights modal, in Choose topics step, select Next.
   You can select or deselect the project, project task, milestone, resource assignment, ridac, and financial card to customize what information is displayed in the Project insights email.
4. In Personalize content step, add your requirements and select Next.
   You can define your tone, writing style, and priority entities. For example, identify risks of this project. Please provide a formal summary in bullet points.
5. In Set frequency step, select the Cadence as Weekly, Bi-weekly, or Monthly according to your requirement.
6. Select On this day, as days for weekly or bi-weekly or dates for monthly cadence.
7. Select Users from the list.
   • The project manager is automatically set as the default email recipient for the project.
   • You can select one or multiple users. Only users with sn_ppm_read role or have read or view access to project information appear for selection in the users list.
   • When an email is sent to recipients, the project manager is placed in the To list, while all other recipients are included in the Cc list.
   • For confidential projects, recipients are required to be included in the list of users authorized to view the project.
8. オプション: Select Send preview to generate and send a preview of the insights email instantly.
   When you select Send preview, you receive a project insights instantly and also receive insights based on the selected cadence. The email would go to the recipients selected along with the Project Manager.
9. Select Schedule to schedule insights email for the project.
   注:

   Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate.

   This skill automatically generates and sends project insight emails based on project data and activity. These emails provide a consolidated view of project health, including schedule variance, RIDAC (risks, issues, decisions, actions, and change requests), resources, milestones, projects, project tasks, and financial insights. Project items are automatically grouped into RIDAC categories and classified by impact level: high, medium, or low, while financial insights highlight potential risks and variances. This automated insight delivery helps stakeholders stay informed about project health, risks, and financial status without manual reporting effort.

   This skill generates insights and emails them to the project manager and other stakeholders based on the cadence. For instance, when a resource is over allocated, the project manager receives an alert without having to review it manually. When scheduling the email, managers can pick or unpick the topics they want, customize the insights with their own prompt instructions, add more stakeholders, and choose whether to schedule the email or instantly send a preview.

   You can pause email by selecting Pause cadence check box.

Schedule a project insight email

Let's assume that you have selected a weekly cadence and chosen Monday (which falls on 2025-07-07). After adding recipients:

• If you select Schedule, the project insights are emailed to you and the recipients weekly on Mondays, starting from 2025-07-07 and continues until the project becomes inactive.
• If you select Send preview, you will receive an initial insights email immediately and will also receive insights according to the selected cadence and day.

関連タスク

• Configure the Monitor project tasks AI agent in AI Agent Studio