AI Integration Approach
TMS

Context Aware AI

The AI assistant answers from your WBS, control accounts, work packages, validation results, and where the project stands in its lifecycle, and shows the evidence each answer used.

Context Aware AI

Bring Your Own AI Provider

Connect your own OpenAI, Anthropic Claude, Google Gemini, or xAI Grok key and choose the model for each conversation, so your organization picks the vendor and pays it directly.

Bring Your Own AI Provider

On Demand Only

AI opens only when you ask for it and never changes project data. Its suggestions are yours to act on, and every planning, control, and reporting workflow works without an AI key.

Your Keys, Your Data Path

API keys are encrypted on your own PC and requests go straight from Excel to the provider you chose, with no ProjectXL server in between.

Your Keys, Your Data Path

One-Click Explain

When a workspace flags a planning problem, such as a work package with no Basis of Estimate or EV method, Explain asks the AI why it matters and what to do, without retyping the question.

One-Click Explain

Ask or Plan

Ask for explanations and diagnosis, or switch to Plan for recommended next steps with their estimated impact, each one checked against a fixed response format before it is shown.

Ask or Plan

AI Reasoning Over Snapshot History

Roadmap

On the roadmap: the AI assistant reads your snapshot history, so its answers can draw on how the plan has changed over time, not only on where the project stands today.

Use Any Model

Roadmap

On the roadmap: run AI assistance against a locally hosted or privately deployed model, such as one running inside your own network, as well as providers beyond the four built in, so organizations that cannot send project data to a public AI service can still use it.

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