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Use the AI data assistant to explore your project data

Use an AI-powered assistant to ask questions about your project data, get insights, and explore trends in plain English.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the AI data assistant panel​

Navigate to the Project Data area and open the AI data assistant panel from the tools or assistant menu to begin working with your data.

Open the AI data assistant panel

Step 2: Review the suggested data questions​

Browse the pre-suggested questions to quickly explore common insights about your project data, such as progress, risks, and trends.

Review the suggested data questions

Step 3: Ask a custom question about your data​

Type a question in plain English about your project data, such as progress, costs, or timelines, and submit it to the assistant.

Ask a custom question about your data

Step 4: Interpret the AI-generated insights​

Read the assistant’s response, which summarises patterns in your data, highlights key metrics, and explains relevant findings you can act on.

Interpret the AI-generated insights

Step 5: Refine your query and dig deeper​

Ask follow-up questions or refine your wording to get more detailed, focused, or alternative views of the same data set.

Refine your query and dig deeper

Step 6: Capture and share key outcomes​

Copy useful responses, download them if available, or summarise the main points to share with your team in reports or status updates.

Capture and share key outcomes

Last updated: 2026-09-01