Plan, manage, and deliver projects faster with AI-driven assistance
This technology AI support inside Microsoft’s project management tools, reducing the manual effort of creating plans, updating tasks, and reporting progress. It's designed for PMOs, project managers, and team leads who want to improve planning accuracy, reduce admin time, and deliver projects faster.
This service helps you assess readiness, configure Copilot in your project and planning environments, and tailor prompt libraries for specific roles. We support pilot deployments, expand usage across teams and embed dashboards for visibility into progress and adoption. After deployment you receive training materials, governance guidance and documentation so your organisation can sustain and improve AI-assisted planning practices over time.
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Service Overview
Highlights
- AI-generated project plans and task breakdowns
- Automated status updates and progress tracking
- Resource allocation recommendations from Copilot
- Seamless integration with Teams and Microsoft 365
- Scalable deployment for teams, departments, or enterprise PMOs
Business Benefits
- Save hours on creating and updating project plans
- Improve visibility into project progress with automated dashboards
- Reduce risk of missed deadlines through AI-driven recommendations
- Enhance collaboration across Teams with shared AI insights
- Scale project management capability across the organisation
Typical use cases
- PMOs looking to standardise planning and reporting across projects
- Project managers reducing time spent on plan creation and updates
- Team leads managing delivery tasks and dependencies in Planner
- Organisations scaling project oversight across multiple departments
- Executives receiving AI-generated summaries of project status
Objectives & deliverables
What Success Looks Like
- Enable AI-assisted planning and tracking in Project and Planner
- Reduce manual effort involved in project administration and reporting
- Improve delivery confidence through clearer visibility of risks and progress
- Support consistent project management practices across teams
- Provide a controlled path to scale Copilot adoption in PMOs
What You Get
- Licensing and readiness assessment
- Copilot configuration in Project and Planner
- Role-based prompt libraries for PMs, team leads, and executives
- Training packs and comms templates for adoption
- Project dashboards and reporting templates
- Scaling plan for enterprise PMOs
How It Works
- Readiness & Planning – assess licensing, confirm governance, design pilot scope
- Pilot Deployment – enable Copilot in Project & Planner for select teams, deliver training, measure productivity
- Scale Rollout – expand to departments and enterprise PMOs, refine prompts, embed dashboards
- Operate – provide roadmap updates, dashboards, and adoption refreshers
Engagement Options
- Starter Pilot - enable Copilot for 2–3 project teams, provide training
- Scale Program - rollout across PMO, provide adoption dashboards and advanced governance
- Enterprise Rollout - multi-region enterprise rollout, custom templates, advanced PMO dashboards
- Operate - monthly updates, success tracking, roadmap alignment
Additional Information
Security & Compliance Notes
- We configure retention, sensitivity labels, and audit logging for project data. Governance frameworks align with GDPR, ISO 27001, and industry-specific standards.
Common Bundles
Customers who use this service often bundle with these services
Copilot Roadmap Workshop
Facilitated workshops define Copilot priorities, align stakeholders, assess readiness, and produce a clear adoption roadmap with governance outputs.
Copilot Prompt Library Build
Build role based Copilot prompt libraries that deliver consistent, relevant outputs across teams, scenarios and regulated business contexts.
Copilot for Power BI
Enable Copilot in Power BI so users ask natural language questions, generate visuals and explore governed analytics confidently.
AI Safety, Governance & Risk
Implement practical AI safety and governance with policies, approvals, logging, data boundaries, and controls that reduce operational and compliance risk.
AI Strategy & Roadmapping Workshop
Define AI strategy and delivery roadmap through a focused workshop covering use cases, platforms, governance, risks, and measurable success metrics.
Copilot Studio Agent Build
Design and build Copilot Studio agents that connect data, systems and workflows to automate tasks and improve operational efficiency.
Frequently Asked Questions
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