Advice
- Any user with edit rights to the project or programme can use the data insights tool. The Change History will display the data insights icon against any text generated using the tool.
- The status reasoning given by the tool cannot be amended before accepting. It can however be amended afterwards. Any changes made will be recorded in the Change History.
- The tool will not analyse any projects connected through the hierarchy links, as it cannot determine whether the user has permission to view each one.
- The data insights functionality is not currently available within a governance report.
Verto's Data Insights tool is a powerful one-click AI solution designed to provide actionable, data-driven clarity on your project and programme statuses.
When prompted, the tool will analyse information from key fields within your project or programme and make a recommendation on the most appropriate RAG status. You can then choose to either accept the recommendation and update your project or programme status, or dismiss and enter your own.
Data Insights are available on any editable RAG status drop-down in the system.
What does the tool look at?
Overall Status
The tool will generate an overall status recommendation by reviewing a set of pre-defined fields, including areas such as scope, costs, benefits, tasks & milestones, risks, and issues.
Theme/Area Overall Status
As well as providing an overall status recommendation, the tool can also provide status recommendations regarding specific areas of a project or programme i.e. the Overall Risk or Overall Issue status. To do this the tool will look across a selection of pre-defined fields within the relevant control/table.
Click ‘Here’ to download a copy of the Data Insights Standard Build.
How to use the tool
Any status field included in the data insights process will have the following star icon next to it:
Click on the icon to reveal a pop-up containing a suggested new status and reason:
To accept the recommendations, simply tick the top 'Accept Suggestion' checkbox and click ‘OK’. Ticking the top checkbox will automatically accept both the status and accompanying reason. If required, you can untick either checkbox to only accept the recommended status or reason text.
Click on ‘Cancel’ to dismiss the recommendations completely.
Upon clicking ‘OK’, the RAG status and reason will be updated in your project or programme.
Caution
- If the data insights icon is pressed multiple times (against the same status field), it is possible that the results returned each time will be different. This is the nature of AI. As such, any AI recommendations should always be reviewed before accepting.
- When there is an active governance report, the data insights icon will not be visible in the project or programme.
- The data insights icon will not be displayed against any read only fields.