AI Reports

Your data, read back as analysis.

Five predefined report types plus a custom prompt turn the numbers you already have into a clear read — no financial analyst required. Available to the Company Manager.

What it does
Insight Five predefined report types plus a custom prompt — turning raw project data into clear analysis. Company-Manager only.

Project Vision already holds the schedule, the budgets, the payments, and the attendance. AI Reports turns that into narrative analysis you can act on — pick a report type, and get a structured summary written from your own project data.

Five report types are built in, and a custom prompt covers the rest. Because the reports range across the whole portfolio's finances and performance, they're available to the Company Manager only.

Key capabilities

AI Reports

01

Project Health Summary

Where each project stands on schedule, budget, and risk — in plain language.

02

Financial Analysis

Collections, payments, receivables, and budget consumption, read as a story.

03

PM Performance Evaluation

How each Project Manager's projects are tracking against plan.

04

Cross-Project Comparison

The whole portfolio side by side, so outliers stand out.

05

Risk Assessment

Where the business is most exposed — schedule slips, overruns, ageing receivables.

06

Custom prompt

Ask your own question of the data when the five templates don't cover it.

See it on your projects.

Project Vision is in active development. Join early access to get a walkthrough on real data.