Project Management Using Oracle Digital Assistant

Show My Projects

View high-level information for projects you manage. The information includes project execution progress, count of tasks completing and starting late within the last two weeks, actual and committed costs, approved invoiced total, actual revenue total, and indicates if the project is over or under budget.

Intended user: Project manager

Sample phrases you can use:

How are my projects doing?
Show my projects
Show project <your project name>
What's the status of my projects?
What's happening with my projects?
What's the cost for project <your project name>?
What's the invoice amount for project <your project name>?
What's the revenue for project <your project name>?

Things to consider: You can only view the financial details for financial projects. You can also create issues for projects using this flow.

List My Project Tasks

View the tasks assigned to you. The digital assistant groups your tasks into and displays them in three categories: ready to mark as complete, ready to mark as started, and in-progress and upcoming tasks. You can also mark the task as started or completed from the list of tasks displayed.

Intended User: Team Member

Sample phrases you can use:

List my project tasks
What are my project tasks?

Things to Consider: You can only view the tasks for which you're the primary resource in Project Execution Management.

Update My Project Tasks

Mark tasks assigned to you as started or completed. You can do this in two ways:

Request a list of tasks and then start or complete the required task when prompted by the digital assistant.
Instruct the digital assistant to mark a specific task as started or completed using a direct request that includes the action and task name.

Intended User: Project Manager, Team Member

Sample phrases you can use:

Mark project task <your task name> as started
Mark project task <your task name> as completed
Mark project task <your task name> as done
Mark project task <your task name> as finished
Complete project task <your task name>
Update project task <your task name> to started
List my project tasks

Then reply with the number from the list for the task you want to mark as completed or started.

Things to Consider: You can only update the tasks where you're the primary resource on the task in Project Execution Management.

List My Deliverables

View the details of the deliverables that you own. The digital assistant groups your open project deliverables by status and then sorts by the need-by date. You can also ask the digital assistant to list only deliverables with a specific priority.

Intended User: Deliverable Owner

Sample phrases you can use:

List my deliverables
Show high priority deliverables

Update My Deliverables

Mark project deliverables assigned to you as started or completed. You can do this in two ways:

Request a list of deliverables and then start or complete the required deliverable when prompted by the digital assistant.
Instruct the digital assistant to mark a specific deliverable as started or completed using a direct request that includes the action and deliverable name.

Things to Consider: The digital assistant requires three pieces of information to update a deliverable: the action verb, the specific deliverable, and the new attribute value.

Start your request with an action verb such as update, adjust, mark, or move.
To identify the deliverable, enter a keyword in the deliverable name. The digital assistant searches for the deliverable using the first word after the word 'deliverable'. When multiple deliverables match the search criteria, the assistant displays the list of deliverables and enables you to select the one that must be updated.
Enter a phrase about the attribute value. In most cases, the assistant recognizes the attribute that you want to update based on the value you provide. For example, if your phrase includes status values such as in progress and completed, then the assistant knows that you want to update the deliverable status.

Intended User: Deliverable Owner

Sample phrases you can use:

Mark deliverable <your deliverable name> as completed
Update deliverable <your deliverable name> to in progress

List My Issues

View open project issues that you own. Additionally, you can view the status and current owner of the action items for an issue. You can also add an action item for an issue.

Intended User: Issue Owner

Sample phrases you can use:

Show the issues
List the issues

Create Issues and Action Items

Create an issue and action items for your project. Create an issue by first requesting to view your projects and replying to the create issue prompt or you can simply request to 'create an issue' and the digital assistant provides the list of projects for you to choose from. You will be prompted to provide a short summary, and optionally add a longer description. Once the issue is created, the digital assistant will prompt you to enter action items. You can enter the action items then or later from the list of issues that you own.

Intended User: Project Manager

Sample phrases you can use:

Create an issue
Record an issue

Then reply with the number corresponding to the project that you want to create the issue for.

Other same phrases you can use:

List my projects
Show project <your project name>

Then reply with the 'create an issue' prompt for the desired project.

Things to Consider: you're the default owner for the issues and action items that you create. You can reassign ownership using the My Work work area in Project Management.