With the new AI summaries, Meisterplan provides concise project overviews. Instead of gathering information manually, the system generates AI‑powered project summaries that are based on predefined or custom prompts. These prompts can also be shared with others. This gives you a quick understanding of a project's status. You can also copy the generated summaries when needed and use them for external status reports.
Prerequisites
To use AI Summaries, you must toggle it on. Head to Integrations > Meisterplan AI, in the left sidebar and switch on Meisterplan AI.
Please note: As soon as the Meisterplan AI switch is toggled on, all users will have access to Meisterplan's AI functionality.
Required User Rights
To activate Meisterplan AI, your user group needs the Configure Meisterplan AI right under System Administration > System Administration.
Where to Find
Select a project in a view such as the List or the Portfolio Designer. Then, open the Information Panel on the right side and click the AI icon:
You will see a preconfigured default view with a preselected prompt, allowing you to immediately generate an initial AI‑generated response.
What data is taken into account?
The AI uses various project data to generate a response. This includes:
- All project fields of the respective project
- Project KPIs, such as budget values, capacity utilization, completion level, and project priorities
- Project Change Log within a custom date range
- Project and allocation comments within a custom date range
How AI Summaries Work
Learn below how the feature works and how to add, share, or edit prompts.
General tips for creating prompts and a collection of sample prompts can be found here.
Add Prompts
Open the dropdown menu, and select Add New Prompt:
Date Range for Project Change Log and Comments
Enter your prompt in the text field and select a date range within the prompt configuration. This determines the period for which the AI will include project and allocation comments as well as the project change log in its response to your prompt. Then, click the arrow next to Save and select Save as New Prompt.
Share Prompts With Other Users
Provide a name for the prompt and specify which user group and/or individual users you want to share it with:
Edit and Delete Prompts
You can edit or delete any prompts in your list, whether they are preconfigured prompts, ones you've created yourself, or shared prompts. If you modify and save a prompt, the change applies to all users who have access to it. If you delete a prompt, it is removed for everyone.
Generate Responses
Click Generate to receive an AI-generated response to your prompt:
Please note: AI-generated responses may be incomplete or contain errors. The results might not include all the desired information or may be inaccurate. Therefore, review the suggestions carefully before using them further.
Copying Responses
You can copy the generated text with a single click and paste it directly into Meisterplan (e.g., in the project description) or into external tools:
This saves you time when creating project status updates and reports.