Project Intelligence Assistant

Status: ✅ Production Ready | Deployment: Cloud, Hybrid, On-Premise

Overview

AI-powered project management assistant that provides real-time project health insights, automates status reporting, identifies risks and issues, and generates actionable recommendations. Integrates with MS Project, Smartsheet, Jira, and Monday.com.

The Problem

• Project managers spend 8-12 hours/week on status reporting
• Boards lack real-time visibility into project health
• Issues identified too late (reactive vs proactive management)
• Inconsistent RAG status interpretation across projects
• Manual consolidation of data from multiple tools
• Forecasts based on gut feel, not data

The Solution

Intelligent Project Monitoring:

• Real-time project health dashboard
• Automated status report generation
• AI-driven RAG status determination
• Early warning risk detection
• Schedule and budget variance analysis
• Actionable recommendations

Results:

• 70% reduction in reporting time (8 hours → 2 hours/week)
• 50% earlier risk identification
• 40% improvement in forecast accuracy
• Consistent RAG methodology
• Executive-ready reports in seconds

How It Works

┌─────────────────────────────────────┐
│        Project Data Sources         │
│  MS Project | Jira | Smartsheet     │
└─────────────────┬───────────────────┘
                  │
┌─────────────────▼───────────────────┐
│        Data Aggregation Layer       │
│   Schedules | Resources | Costs     │
└─────────────────┬───────────────────┘
                  │
┌─────────────────▼───────────────────┐
│         AI Analysis Engine          │
│  • Health scoring                   │
│  • Trend analysis                   │
│  • Risk detection                   │
│  • Forecast modelling               │
└─────────────────┬───────────────────┘
                  │
┌─────────────────▼───────────────────┐
│           Outputs                   │
│  Dashboard | Reports | Alerts       │
└─────────────────────────────────────┘

Features

Feature	Description
Health Dashboard	Real-time project status with drill-down
Automated Reports	Highlight reports, board packs, executive summaries
RAG Engine	Consistent, data-driven RAG status determination
Risk Detection	AI identifies emerging risks from patterns
Variance Analysis	Schedule (SPI) and Cost (CPI) performance
Forecasting	Estimated completion dates and final costs
Natural Language Queries	"What's the status of Project X?"

Key Metrics

Metric	Description	Target
Schedule Performance Index (SPI)	Earned vs planned schedule	> 0.95
Cost Performance Index (CPI)	Earned vs actual cost	> 0.95
Risk Exposure	Total risk value	Trending down
Milestone Achievement	On-time milestone delivery	> 90%
Issue Aging	Average days open	< 14 days

Integration

Supported PM Tools

Tool	Integration	Data
MS Project Online	REST API	Tasks, resources, baselines
Smartsheet	REST API	Sheets, reports, dashboards
Jira	REST API	Issues, sprints, boards
Monday.com	GraphQL	Items, boards, timelines
Asana	REST API	Tasks, projects, portfolios

Reporting Systems

• Power BI (embedded dashboards)
• SharePoint (report publishing)
• Email (scheduled reports)
• Teams (bot integration)

Report Types

Highlight Report (Weekly)

• Overall RAG status with rationale
• Key achievements this period
• Issues and risks requiring attention
• Milestones due next period
• Decisions required

Programme Dashboard (Real-time)

• Portfolio health overview
• Project status summary
• Resource utilization
• Budget tracking
• Risk heat map

Board Pack (Monthly)

• Executive summary
• Programme status
• Financial summary
• Risk register
• Dependency tracker

Compliance

• ✅ HM Treasury Green Book - Benefits tracking alignment
• ✅ Managing Public Money - Financial reporting
• ✅ IPA/NAO Best Practice - Project delivery standards
• ✅ GDPR - Data protection compliance

Costs

Portfolio Size	Monthly Cost	Annual Savings
5-20 projects	£1,000-2,500	£30k-80k
20-50 projects	£2,500-6,000	£80k-200k
50+ projects	£6,000-15,000	£200k-500k

ROI: 3-6 month payback

Implementation

Phase	Duration	Activities
Setup	2 weeks	Tool integration, dashboard config
Pilot	4 weeks	Test with 3-5 projects
Rollout	4 weeks	Full portfolio deployment

Quick Start

git clone https://github.com/maree217/project-intelligence-ai
cd project-intelligence-ai/terraform/azure-uk
terraform init && terraform apply

Configuration

# config/project-intelligence.yaml
integrations:
  ms_project:
    enabled: true
    tenant_id: ${TENANT_ID}
  jira:
    enabled: true
    url: https://your-org.atlassian.net

reporting:
  highlight_report:
    frequency: weekly
    day: friday
    recipients: [pmo@org.uk]

rag_thresholds:
  green:
    spi_min: 0.95
    cpi_min: 0.95
  amber:
    spi_min: 0.85
    cpi_min: 0.85

Related Solutions

• Programme Risk Monitor - Risk management
• Meeting Intelligence - Meeting actions

License

MIT License - See LICENSE

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Real-time project intelligence for UK Public Sector | Data-Driven | Governance-Ready