## **Introducing Project Insights Generation**

 

Now available in ServiceNow Strategic Portfolio Management. This AI-powered capability analyzes your projects across all dimensions and delivers timely, actionable insights directly to your inbox, so you can act early and keep projects on track.

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## **Why It Matters:**

 

Project managers spend significant time reviewing tasks, resources, milestones and financials just to understand where a project stands. Too often, issues are discovered only after they start impacting timelines, budgets or delivery. This reactive approach limits timely visibility and delays decision-making.

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## **What** **Makes** **It Special:**

 

- **On-Demand & Scheduled Insights:** Share insights instantly or set a cadence for regular updates.
- **Personalized Content:** Choose topics, tone and priorities that matter to your projects.

- **Stakeholder Visibility:** Share insights via email with key stakeholders, not just the Project Manager, keeping everyone aligned.

- **Multi-Dimensional Analysis:** AI analyzes multiple project dimensions together, giving you a holistic view of project health.

This feature is turned on by default for customers on Zurich Patch 4 and above. If you have Now Assist with an appropriate role (`it_project_manager`), you're ready to go.

 

## **How It Works**** :**

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1. Navigate to **Workspaces \> Project Workspace**  then open any project
2. From the **Planning** page, click **More Actions** icon [...] and select **Configure project insights**
3. **Choose topics:** Select or deselect topics you care about \> **Next**
4. **Personalize content:** Define tone, style, and priorities (e.g., _"Show risks on top. Use bullets and keep it concise."_) \> **Next**
5. **Set frequency:** Choose cadence (Weekly/Bi-weekly/Monthly) and delivery day
6. **Add recipients:** Project Manager is the default recipient, add additional stakeholders as needed
7. Optional: Click **Send preview** to receive an instant sample email along with scheduling
8. Click **Schedule** to activate scheduled insights.

 

_ **Pro Tip:** Use **Send preview** to see exactly what your stakeholders will receive before scheduling._

 

 

**Read More:** _[**Schedule Project Insights Email**](https://www.servicenow.com/docs/r/it-business-management/project-workspace/email-project-summary-pw.html)_

 

**Give it a try and let me know how it goes. Have feedback or questions? Drop them in the comments below!**

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### **Frequently Asked Questions:**

 

**1. What project dimensions does the AI analyze?**
**Ans:** AI Agent analyzes multiple dimensions including Project Tasks (status, risks, blockers), Milestones (key deadlines at risk), and Resources (allocation, utilization, absences). You can select which dimensions to include when configuring insights.

 

**2. What types of issues does the AI identify within each of these dimensions?**
**Ans:** Our AI Agent identifies issues across three key dimensions:

- **Project Tasks:** Task Delays, Overdue High-Priority Tasks, Missing Ownership, Lack of Progress

- **Milestones:** Missed Deadlines, Unclear Ownership, Dependency-Related Delays

- **Resources:** Overallocation, Underutilization, Unplanned Absences, Resource Conflicts, Contract Resource Status, Capacity Identification from Existing Allocations

 

**3. What role is required to configure Project Insights?**
**Ans:** Role required: `it_project_manager`

 

**4. Can I customize what appears in the email insights?**
**Ans:** Absolutely! In the **Personalize content** step, you can specify tone, writing style, format (bullets vs. paragraphs) and which areas to prioritize. For example: _"I want 3-4 liner insights. Show the risks on top. Use bullets and keep it concise and formal."_

 

**5. Who receives the project insights email?**
**Ans:** By default, the Project Manager receives the insights. However, you can add additional stakeholders, team members, or executives as recipients when configuring the skill.

 

**6. Can I send insights on-demand or only on a schedule?**
**Ans:** Both! You can set a recurring cadence (Weekly/Bi-weekly/Monthly) for automatic delivery or send insights on-demand along with setting the cadence whenever you need an immediate insight.