Supported columns for project and task generation
Now Assist extracts project and project task details from uploaded documents (e.g., excel workbooks). Recognized data is mapped to pm_project and pm_project_task columns. Columns not present in the document are initialized with valid defaults internally.
| Column | Description |
|---|---|
short_description | Project name/title |
description | Detailed project description |
approved_start_date | Project start date |
approved_end_date | Project end date |
business_case | Business case/objectives |
| Column | Extracted from/Default behavior |
|---|---|
| `short_description` | Task name: mandatory, extracted from document |
| `description` | Task details/deliverables. If only a name exists, a brief description is generated from context. |
| `start_date` | Task start date |
| `end_date` | Task end date |
| `duration` | Task duration \(derived or explicit\) |
| `work_start` | Work start date/time |
| `work_end` | Work end date/time |
| `work_duration` | Actual work duration |
| `state` | Task state \(defaults internally if absent\) |
| `milestone` | Whether the task is a milestone |
| `key_milestone` | Whether it is a key milestone |
| `constraint_date` | Date constraint for scheduling |
| `time_constraint` | Type of time constraint applied |
Note: If a column value is not present in the excel document, it is handled internally and initialized with a valid default. | |
Parent Topic:Project Workspace reference