How to Use Copilot For MS Project

Discover how Microsoft Copilot supercharges project management with Microsoft Project. In this 60-minute session, you’ll learn practical ways to leverage Copilot to streamline task planning, risk management, status reporting, and more-all within the familiar Microsoft Project interface.

We’ll cover key features such as:

• AI-powered task plan generation: Create intelligent task breakdowns with suggested durations and effort based on project name and description. Microsoft Learn
• Risk assessment and mitigation: Automatically identify potential project risks and get tailored suggestions for mitigation plans. Microsoft Learn
• Project status reports at your fingertips: Generate data-driven summaries and reports using current KPIs, financials, and schedule data. Microsoft Learn
• Join us and walk away with step-by-step insights on how to harness Copilot’s AI capabilities within MS Project to work smarter, not harder

• Introduction to Copilot in MS Project
• Where it lives and how it integrates
• Quick overview of AI-powered features
• Task Planning & Scheduling
• Generate task breakdowns from a project name/description
• Auto-suggest durations, dependencies, and resource allocations
• Risk Assessment & Mitigation
Identify risks automatically within your project plan
• Generate mitigation strategies and assign responsibilities
• Status Reporting & Dashboards
• Use Copilot to create clear, data-driven status reports
• Summarize KPIs, costs, and timelines for stakeholders
• Practical Demo: End-to-End Workflow
• From project kickoff to reporting with Copilot in MS Project
• Best Practices & Limitations
• How to prompt effectively
• Where human judgment is still critical
• Security and compliance considerations

• Business Owners
• CEO's / CFO's / CTO's
• Managers of all Levels
• Anybody who uses Excel on a regular basis, and want to be more Efficient and Productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Office Workers