Redwood: Assist in Augmenting Plan Notes Using Generative AI

When composing planning notes, you may want to write brief notes to help document decisions you’re making, such as risks and assumptions. You can now use generative AI technology to transform your brief notes into complete sentences that you can then review and edit. A click of the AI Assist button on the notes section of the page will generate a suggested note that transforms the text that you’ve already entered into a more readable format.

To use the AI Assist button, simply enter your text in the Note field and press the AI Assist button. The following image shows an example of original text entered by a planner.

Note Text Prior to Selecting the AI Assist Button

Note Text Prior to Selecting the AI Assist Button

 The text that AI generated for this example is shown in the following image. If needed, you can revise the AI-generated text before saving the note.

Note Text After Pressing the AI Assist Button

Note Text After Pressing the AI Assist Button

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

  • See Redwood: Manage Planning Notes Using a New Experience feature

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Edit Planning Notes (MSC_EDIT_PLANNING_NOTES_PRIV)
  • View Planning Objects Using REST Service (MSC_VIEW_PLANNING_OBJECTS_REST_SERVICE_PRIV)

Edit Planning Notes privilege was available prior to this update. View Planning Objects Using REST Service is a new privilege.