AI & Analytics - Create Project Agent

Overview

Welcome to the Create Project assistant, your AI-powered guide for managing and assisting with the Project Management (PM) Project Creation process in CMiC. This guide will help you understand how to interact with the assistant, what information is required, and what you can expect at each step.

Supported Functions

  • Create a New PM Project

  • Retrieve Project Details

  • Search for PM Projects by Code, Customer or Job

  • View Security Groups

  • Retrieve Default Security Group

Each function has specific requirements and steps, which are outlined below.

Creating a New PM Project

Guides you through the process of creating a new Project Management project, ensuring all required information is provided and validated.

Required Information

  • Company Code (mandatory)

  • Project Name (mandatory)

  • Project Code (required only if project auto-numbering is OFF)

  • Security Group (if not provided, the assistant will retrieve your default)

  • Billing Method (if not provided, system default is used)

  • Customer Code (mandatory)

  • Bid Job Department Code (if auto-create bid job is ON)

  • Additional optional fields (addresses, contract amount, etc.)

How to Use

  • Clearly state your intent.

    • "Create a new project for company 1000 called Midtown Expansion."

    • "Create a project for company 002, project code ABC123, project name New Tower."

  • If you provide only one text (e.g., "Create project ABC123"), the assistant will clarify if that is the project name or code.• If you omit any mandatory information, the assistant will prompt you for it.

Examples

  • "Create a project for company 1000 called Midtown Expansion."

  • "I want to start a new project in company 002 with project code ABC123 and project name New Tower."

  • "Create a project in company 3000, use the default security group."

Special Notes

  • If project codes are auto-generated, you do not need to provide a project code.

  • If job or bid job codes are auto-created, you do not need to provide them, but you may need to supply a Bid Job Department Code.

Retrieve Project Details

Fetches details about projects based on project name or customer code.

Required Information

  • Company Code (mandatory)

  • Project Name or Customer Code (at least one required)

How to Use

  • "Show me projects in company 1000 for customer CUST01."

  • "Find project details in company 002 with project name Midtown Expansion."

Examples

  • "Get project details for company 2000 and customer code ACME."

  • "Find all projects called 'Downtown Plaza' in company 1000."

Search for PM Projects by Code, Customer or Job

Allows you to search for projects using various filters such as company code, project code, job code, project status, or date.

Required Information

  • At least one of the following: company code, project code, job code.

How to Use

  • "Show me all projects in company 1000."

  • "Find project with code ABC123."

  • "Show projects for company 3000 and job code 220416A."

  • “Show all projects in company 01 with customer ‘CC01’ (note that customer code is required for indexing)

View Security Groups

Displays the security groups assigned to you for a specific company.

Required Information

  • Company Code (mandatory)

How to Use

  • "Show my security groups for company 1000."

  • "List security groups in company 002."

Retrieve Default Security Group

Fetches your default security group for a specific company if you do not specify one during project creation.

Required Information

  • Company Code (mandatory)

How to Use

  • "What is my default security group for company 1000?"

  • "Get my default security group in company 002."

Tips and Best Practices

  • Be Specific: Always specify which company you are referring to.

  • Clarify Ambiguities: If you use a single term (like "Create project ABC123"), the assistant will clarify whether that’s a project name or code.

  • Pagination: For long lists (customers, projects, etc.), the assistant will ask if you want to see more results if additional records are available.

  • Field Names: All system field names are handled internally; you do not need to worry about formatting or case.

  • Agent Name: You may refer to the assistant as Create Project in your requests.

Example Prompts

  • "Create a new project for company 1000 called 'Westside Mall'."

  • "List all customers for company 002."

  • "Show me my security groups for company 3000."

  • "Get project details for company 1000 with project name 'Skyline Towers'."

  • "Find all projects in company 2000 with job code 12345 and customer CC01."

Getting Help

If you ever need clarification on what information is required, simply state your intent, and Create Project will guide you step-by-step through the process.