Here is a library AI prompts to use to help you navigate your way through Project Monitor.

Process 1: Technical consistency check (status and dates)/Data verification

Before launching a portfolio review Project Monitor For your committee, this AI process allows you, as the PMO , to verify PMO the data presented is consistent.

This prompt allows you to:

• detect inconsistencies between project statuses and dates,
• identify essential fields that have not been filled in,
• generate a list of non-compliant projects and a summary.

You will therefore be able to correct discrepancies upstream, based on data exported from Project Monitor.

Instructions for use

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Rights required :

• Viewing views in platform administration
• Create a view
• Using views in the view selector
• View data export
• Consultation of a project to which the user is assigned

1. In Project Monitorclick on Administration > Model settings > Views.
2. Click on Create > Project data export and fill in the required information.
3. Define the Project attributes :
• Start date
• End date
• status
• Wording
• Code
• project manager
• and other desired attributes, such as Weatherthe Prioritythe Type project (depending on what has been configured on your platform).
4. Define the Hierarchies and Roles that you wish to include in your audit.
5. Click on Register.
6. From Project Monitor > Administration > Data administration > Exports > Projects :
• Indicate the scope of the projects you wish to cover with this AI process in the project filter.
• Generate this export for the period only, with the view Project data export prepared beforehand.

7. Copy the following prompt in its entirety into your dedicated AI tool:

Prompt to copy

Copy

8. Complete the section prompt form by replacing To be completed by the following elements (depending on your platform configuration) Project Monitor) :
• Equivalent of status "ACTIVE" status : . The list value(s) used to identify active projects. For example: Getting started, In progress...
• Equivalent to status "INACTIVE": The list value(s) used to identify inactive projects.

For example: Closed, Completed, Cancelled.

• Fields required for control: depending on your needs, other attributes may be added, in which case they will need to be added to the view.

For example: the Weatherthe Prioritythe Type project (depending on what has been configured on your platform).

9. Start analyzing the prompt on your AI tool.

⏱️ The analysis may take approximately five minutes.

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Example of result:


Example_project_consistency_check.xlsx9.1 KiB

If you need to continue the analysis, you can:

• customize the prompt with other information according to your needs,
• Copy two other prompts for better results: AI library - To go further.

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To go further

You can copy and paste these two additional prompts right after the previous one.

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For best results, we recommend downloading and then attaching the file generated during the previous step.

Prompt 1:

This prompt generates a summary of non-conformities by project manager number of affected projects, breakdown of violated rules, and average number of deviations per project) to identify areas of reliability within portfolio.

Copy

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Example of result:

Sample Summary of Non-Conformities by CDP.xlsx6.5 KiB

Prompt 2:

This prompt identifies high-priority non-compliant projects, ranks them by severity and number of issues, and then suggests a prioritized plan by project manager

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Theattribute Priority must be included in the export file Project Monitor.

Copy

Using the Excel file of non-conformities, identify projects with a High or Critical priority that are non-compliant.
Classify them according to:
- Severity of the violated rule → The rule (R1 takes priority)
- Cumulative number of NOK rules
Generate an Excel file containing these non-compliant projects.
Provide me with a step-by-step corrective plan prioritized by project manager

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Example of result:

Example of a prioritized rule with plan CDP plan .xlsx10.9 KiB