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Use Now Assist for Strategic Portfolio Management \(SPM\) › Now Assist for Strategic Portfolio Management \(SPM\) › Strategic Portfolio Management
Release: Australia · Updated: 2026-06-01 · Official documentation · View source

Ask project questions using the Project Answers agent

Use Ask Now Assist to open the Now Assist panel and get real-time answers about your projects and sub-projects using the Project Answers agent.

Before you begin

The Project Answers agent must be activated. The agent is activated by default.

Role required: it_project_manager

About this task

Ask questions about tasks, risks, resources, costs, and schedule using the Project Answers agent chatbot. The chatbot retrieves answers from your project data across dimensions such as status, milestones, tasks, and status reports.

Procedure

  1. Navigate to Workspaces > Project Workspace and open any project.

  2. Select Ask Now Assist to open the Now Assist panel.

  3. Type a question about your project in natural language and press Enter.

    Examples of questions you can ask:

    • What is the status of this project?
    • What are the key milestones on this project?
    • What tasks are due next week?
Image omitted: project-question-answers-chatbot.png
Question answers chatbot.

  1. Review the response from the chatbot.

    Project Answers agent supports read-only operations. You can't update or delete project data using the chatbot.

  2. Ask follow-up questions as needed to get more details.

Result

The chatbot returns answers based on your project data. You can continue the conversation by asking additional questions.

Parent Topic:Use Now Assist for Strategic Portfolio Management (SPM)