---
title: Generate and track project details from AI insights page
description: Generate and monitor project insights directly from AI insights page in Project Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/generate-ai-project-insights-pw.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Generate and track project details from AI insights page

Generate and monitor project insights directly from AI insights page in Project Workspace.

## Before you begin

Ensure that the Project insights generation skill is active.

Role required: it\_project\_manager

## Procedure

1.  Open a project from the home page of Project Workspace.

    For information, see [Access the Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/access-new-project-workspace.md).

2.  Open AI insights page by selecting **AI insights** from the list.

3.  Select **Generate insights** to generate AI insights of your project.

    Project insights are generated using the same Project insights generation skill used for email insights. Insights are displayed directly in the in‑app AI insights experience.

4.  Review the generation project insights.

    -   Project insights
    -   Executive summary
    -   Overall project health
    -   RAG status \(These appear as widgets on the AI insights page\).
    -   Work notes summary
    -   Data Quality Index \(DQI\)
    AI computes project health across all configured dimensions based on administrator‑defined rules. The generated status report presents detailed health indicators along with supporting rationale to help you understand the current state of the project. You can review schedule variance information to identify delays and the sub‑indicators affecting progress, and view project status explanations that highlight recent achievements and issues requiring immediate attention. Additional sections can be expanded for deeper analysis. The report also includes schedule health to assess progress against planned timelines and thresholds, budget, and cost status to verify that financials remain within limits. AI also reviews recent work notes across the project's tasks and RIDAC records to further inform the health rationale and executive summary.

    The Data Quality Index \(DQI\) widget shows how complete and accurate your project data is. DQI evaluates your project across six weighted dimensions: Charter, Schedule, Resources, Financials, Reporting, and RIDAC \(Risks, Issues, Decisions, Actions, and Changes\). Each dimension produces a score based on administrator-configured rules, and the dimension scores combine into a single composite score from 0 to 100. The composite score maps to a star rating from 1 to 5 stars, so you can quickly gauge your project's overall data quality. Select the DQI widget to expand the dimension-level breakdown and see which areas need attention.

    The generated status report presents detailed health indicators along with supporting rationale to help you understand the current state of the project. You can review schedule variance information to identify delays and the sub‑indicators affecting progress, and view project status explanations that highlight recent achievements and issues requiring immediate attention. Additional sections can be expanded for deeper analysis. The report also includes schedule health to assess progress against planned timelines and thresholds, and budget and cost status to verify that financials remain within limits. For more information on In-App insights, see [AI Project Insights](https://www.servicenow.com/community/spm-articles/enhancements-to-ai-powered-project-insights/ta-p/3485806).


## Result

The project insights are generated from the AI insights page with access to current project insights in a single in‑app view.

## What to do next

-   Modify the project insights admin configurations:
    1.  Navigate to **All** and type `sn_spm_gen_ai_insight_topic.list` and press enter to open the configuration table.\[Omitted image "insight-topic-table-portfolio-insights.png"\] Alt text: Insights topic configuration table.
    2.  Locate the topic you want to update from the Topic name column.
    3.  Double-click \(or use the keyboard shortcut\) the Default topic config field to edit the required topic.
    4.  Update the values for threshold or critical state or time ranges according to your requirement.
    5.  Select the check mark or press enter to save the changes.
-   View and reuse stored insights:
    -   Generated insights are stored and reused based on a defined date threshold.
    -   When you revisit the AI Insights page, previously generated insights are displayed if they are still within the threshold.
-   Regenerate project insights:
    -   From the AI insights page, select **Regenerate** icon.
    -   AI generates updated project insights.

**Parent Topic:**[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-projects-pw.md)