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
• To go further

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.