The Create with Erix.AI step is skipped after first starting a trial, it can be accessed from the File – New – Create with Erix button or from the Chat with Erix box.

At this moment, you cannot ask Erix.AI to make changes to the project that has already been saved. Adjustments to the project can be made only in the Erix.AI generation flow.

You can create as many projects with Erix.AI as you need.

Eix AI is currently available on our Windows, Mac and Web platform.

To access the Web Platform please go to the following link: https://online.projectplan365.com/projectviewernow/tViews.aspx

Note: The Create your first project with Erix.AI functionality is available on Windows and Mac platforms.

You can create a project from scratch with Erix.AI. Simply ask Erix.AI to “Create plan” and it will provide 2 options. Click on the “Create Project with Erix.AI” button and the generation flow will begin. For more information, please check the Erix AI Create Project Online Help Article.

You can ask Erix AI any question about project management by clicking on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about project management (e.g., What is a milestone?)

Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about email generating queries, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar.  Either click on a conversation starter from the center section or type in a question about email generating queries (e.g., Generate an email about project status.)

Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about cash flow and budget, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about cash flow and budget (e.g., What is the total cost for tasks scheduled this week?)

Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about resource usage, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about resource usage (e.g., What tasks is [resource_name] working on?)

Note: Erix AI can show only 5 resources/tasks per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.
Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about resource status, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about resource status (e.g., What resources are overallocated?

Note: Erix AI can show only 5 resources per answer, to see the full list of resources, ask Erix AI to show them by typing in “Show next tasks” and press Enter.
Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about task status, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about task status (e.g., What tasks are late?)
Note: Erix AI can show only 5 tasks per answer, to see the full list of tasks, ask Erix AI to show them by typing in “Show next tasks” and press Enter.
Note: Click here to view what questions are supported by Erix AI.

You can ask Erix AI questions about project status, first open the desired project. Click on the Chat with Erix button from the Quick Access Toolbar. Either click on a conversation starter from the center section or type in a question about project status (e.g., Is my project on schedule?)

Note: Click here to view what questions are supported by Erix AI.

To access Erix AI, in the Project Plan 365 application, click on the Chat with Erix button and start the conversation.

Erix AI is an advanced AI-powered assistant within Project Plan 365 that can answer project management-related questions, provide task and resource status updates, deliver project insights and even generate projects.

• PDF files containing project requirements, specifications, or supporting documentation.
• Microsoft Project (.MPP) files used as project templates.