We've updated Meisterplan - check out what's new!

• AI Summaries (Beta)
  • Prerequisites

AI Summaries (Beta)ProPremium

Now introducing our newest beta: Meisterplan’s AI Summaries! Instead of manually collecting project information in Meisterplan, you can now easily generate AI-supported summaries. Use our predefined prompts or create your own to share with other users. Quickly produce clear, insightful updates that can be copied and shared for external status reports.

Open a view such as the List or the Portfolio Designer and select a project. Then open the Information Panel on the right side and click the AI icon. Use the predefined prompt or add a new one by opening the dropdown menu and selecting Add New Prompt:

Select the date range for your prompt, enter your command in the text field, and click Generate to see the result. You can save the prompt and share it with specific users and user groups.

General tips for creating prompts and a collection of sample prompts can be found here.

You can find more information about the feature in the article AI Summaries (Beta).

Prerequisites

To use AI Summaries, beta access must be enabled both for your system (by administrators) and your user profile. You can find all details in the article Meisterplan's Beta Program.

Additionally, under Integrations > Meisterplan AI, the switch must be toggled to 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 use Meisterplan AI, your user group needs the Configure Meisterplan AI right under System Administration > System Administration.

Have feedback on this feature? Leave a comment in the Product Roadmap.