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FAQ › How do I...? › Category: Other Features
On what platforms is AI Status Report available?
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AI Status Report is available on the Windows platform in the Project Plan 365 from Microsoft Store app.
Can read-only users use AI Status Report?
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Read-only users can open the AI Status Report view and see the All Reports list. They can open and view a report, but can't edit it, and Open is the only report action available to them.
Is there a limit on how many reports I can generate?
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There is a daily generation limit per account for AI Status Report. If you reach it, you'll see a message the next time you try to generate a report.
What happens when an AI Status Report scheduled report is sent?
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When an AI Status Report scheduled report is sent, recipients receive an email containing the report. The email includes “Click here to update plan” button, which opens the project in Project Plan 365.
Can I schedule an AI Status Report to be sent to my team?
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To schedule an AI Status Report, go to menu Report - Scheduled Reports and click Add Scheduled Report. Select AI Status Report as the report type, choose the project, delivery email, frequency, and preferred delivery time, then make sure Report Schedule is Enabled is checked. Click Ok for the report to be scheduled.
What can I do with a report from the Recent or All Reports list?
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Opening the context menu (the three dots) next to a report gives you the following options:
  • Open the report.
  • Export to PDF — opens the save dialog.
  • Copy — copies the report with its formatting, so you can paste it, for example into an email.
  • Rename the report.
  • Delete the report.
If you close a report that has unsaved changes, you're prompted before you're taken back to the main view.
Where can I find my previously generated reports?
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Recently generated reports appear under Recent reports below the Generate report form. Click View All to see every report you've created. Click the refresh icon to load your latest reports.
How to save an AI Status Report?
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To save an AI Status Report, click on the Keep It button in the top-right corner of the generated report - type in a name and click Yes.
Can I edit the generated report?
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Before keeping it, the generated report can be edited directly: headers and text, tables (add or delete rows and columns, change alignment), and lists. Use the format bar at the top of the report to apply font and text styles.
Can I give additional instructions to customize the report?
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The Additional instructions field, found under Show more options, lets you ask the AI to, for example:
  • Translate the report into another language.
  • Adjust the tone, for example make it more brief.
  • Change formatting, for example replace tables with bulleted lists.
  • Add a new section, such as a list of tasks for a specific resource, or a “Risks to Watch” list.
What report lengths are available?
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The available report lengths are Concise, Standard, and Detailed. The report length is set under Show more options, before generating the report.
What reporting periods are available?
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The available reporting periods are: Last week, Last two weeks, Last month, Last quarter, and Custom Date Range, where you pick your own start and finish dates. The default reporting period is Last week.
How to choose which sections appear in the report?
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To choose which section appear in the report, open the Report sections selector, check which sections should be included in the report and uncheck the ones you do not need.
What information does an AI Status Report include?
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An AI Status Report can include the following sections:
  • Project Overview — explains what the project is about, based on the project name, start and finish dates, goals, milestones, and main summary tasks.
  • Executive Summary — a short, high-level view of the project's status and overall health.
  • Milestones and Project Goals — lists late, achieved, and upcoming milestones and project goals.
  • Project Metrics — a data-based view of the project's schedule, work, cost, and earned value, where available.
  • Resource Overview — how resources are used, including workload, availability, and possible capacity issues.
  • Highlights and Completed Work — a summary of the main work completed during the selected reporting period.
  • Challenges and Delays — the main problems affecting the project, based on late tasks, critical path, assignments, dates, and progress.
  • Work In Progress — the tasks currently being worked on.
  • Upcoming Actions — upcoming tasks and unresolved late items that need attention next.
How do I generate an AI Status Report?
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To generate an AI Status Report, follow the steps below:
  1. Open a project and go to menu Report - AI Status Report.
  2. In the Generate a status report with AI panel, choose the reporting period and report sections, or leave the defaults. Optionally, click Show more options to set the report length or add additional instructions.
  3. Click Generate report and wait while the report is generated. This could take a few minutes.
  4. Review the generated report and edit it if needed.
  5. Click Keep report to save it, or Discard to discard it.
How to level manually the resources?
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If you want to resolve resource overallocations manually, you can adjust task scheduling, resource assignments, working time, or assignment units. For detailed information about diagnosing and manually resolving overallocations, see the Resource Overallocation Online Help Article.

How do I access AI Status Report?
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To access the AI Status Report open the desired project and go to menu Report - AI Status Report.
What is AI Status Report?
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AI Status Report is an AI-powered feature that turns your project data into a clear, easy-to-read status update, generated by the AI-powered Erix Agent. It helps you quickly understand progress, delays, completed work, active work, and next actions without checking everything manually.
How do I access Erix.AI Create Project?
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You can access Erix.AI Create Project from multiple locations within Project Plan 365, including:

  • Right after creating an account and starting a trial you will get the option to create a new project using Erix.AI.
  • By going to menu File – New – click on Create project with Erix.AI.
  • Directly from the Erix conversation by clicking on Chat with Erix button from the Quick Access Toolbar then asking Erix.AI to create a project.
  • Directly from the Create Project with Erix.AI Landing Page: https://projectplan365.com/create-project-with-erix-ai
On what platforms is Erix.AI Create Project available?
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Erix.AI Create Project is currently available on Windows and Mac platforms.

If I skip the create with Erix.AI step, can I access it again?
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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.

Can I ask Erix.AI to make changes in the project after I have already saved it?
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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.

How many times can Erix.AI regenerate the project?
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You can create as many projects with Erix.AI as you need.

On what platforms is Erix AI available?
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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.

Can Erix AI create a project?
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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.

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