Use Program Performance Advisor

This topic provides the steps for reviewing AI-generated program insights and turning them into follow-up actions.

Before You Start

Make sure that:

• You have opted in to the feature.
• You have the required access privileges and duty role.
• Your program and project data is complete enough to support meaningful analysis. This includes data related to current budgets, forecasts, action plans, status updates, project/program names, descriptions, and any relevant performance metrics.

Steps for Using Program Performance Advisor

1. Open the program you want to review.
2. Select the Insights button.
3. Review the program overview and the key insights that are returned.
4. Review the critical projects that need attention.
5. Choose the next action for each project:
   • Add to Watchlist to monitor the project closely.
   • Create Action Plan to generate a plan for addressing the issue.
   • View Details to review the underlying analysis.
6. Review the generated action plan content.
7. Save or apply the plan as needed in your workflow.

Note: Program Performance Advisor can identify up to 5 critical projects at a time. The quality of the insights depends on the quality and completeness of the program and project data, including budgets, forecasts, action plans, names, and descriptions.