Generate project status reports using project manager Copilot

Important

This content is archived and is not being updated. For the latest documentation, go to Project Operations updates. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Jun 15, 2023 To be announced

Business value

Project managers are required to send project status reports to internal and external project stakeholders periodically. A project status report contains valuable information about the projects' work progress and financial targets. It takes 2-3 hours for a project manager to gather this information and present it succinctly in the status report. Considering that a typical project manager manages 5 to 10 projects at any given time, this can add up to several hours each period for the project manager. With generative AI, project managers can create project status reports with the click of a button. The status report is created with all the key highlights on the project KPIs and the commentary that is to-the-point and well-articulated. Project manager can also edit these descriptions as needed and send the report to the internal and external stakeholders.

Feature details

Every project manager is required to send status reports on a periodic basis. Usually, these reports contain information relating to the progress of work, budgets, and schedule tracking. With generative AI, this currently manual task and overhead can be automated to the delight of project managers who are the hero personas in project management. The status report generated should have nicely worded text and charts with ability to configure what components can go into the status report for internal vs external stakeholders. The topics in the status report will cover the following and more:

  • Budget tracking
  • Vendor and Employee productivity
  • Work progress and deliverable tracking
  • Profitability and revenue targets
  • Invoicing status

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Switzerland
  • United States
  • Europe
  • Australia
  • India
  • Japan

See also

Project management Copilot overview (docs)