--- title: Generate a project plan using project plan generation skill description: Use Project plan generation skill to generate a project plan from natural language input, uploaded files, or both. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/generate-project-using-ai-pw.html release: australia product: Project Workspace classification: project-workspace topic_type: task last_updated: "2026-04-18" reading_time_minutes: 2 breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management] --- # Generate a project plan using project plan generation skill Use Project plan generation skill to generate a project plan from natural language input, uploaded files, or both. ## Before you begin Role required: it\_project\_manager - Install ServiceNow Otto for Strategic Portfolio Management plugin. - To use attachments to generate a project, activate the document intelligence skill. The default LLM is Azure OpenAI. Switching to a different model may affect accuracy. - The project plan generation skill is activated by default. For more information on how to activate the skill if it isn't automatically activated or if you want to change the skill configuration, see [Configure AI Admin Hub](). ## About this task AI scans your project and task details to generate content. Review and edit the output before creating the project. Supported file types are word, pdf, excel, and powerpoint, with a 5 MB file size limit. Excel attachments are processed with a dedicated prompt tailored to tabular data, separate from word, pdf, and powerpoint attachments. Only the first five attachments are processed. For project and task supported column configurations, see [Supported columns for project and task generation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/column-configuration-project-tasks.md). ## Procedure 1. Navigate to **Workspaces** > **Project Workspace**. 2. Select **Generate project** to use AI to generate a project. \[Omitted image "now-assist-project-plan-page.png"\] Alt text: AI-generated project plan in Project Workspace. To create a project without using AI, use **New project from template** or **New project** options. 3. Provide your project input using one or more of these methods. - In the text field, describe your project using natural language. If you provide only natural language input, the document intelligence skill is not required. - Select Attach files and upload a word, pdf, excel, or powerpoint document. A preview of the attachment appears before you proceed. To use file attachments, activate the document intelligence skill. For more information, see [Activate a Now Assist in Document Intelligence skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/activate-now-assist-in-document-intelligence-skill.md). **Note:** Attach a file or enter context as free-form text before proceeding. No input returns an error. Insufficient context may also trigger an error. 4. Select **Next** to generate the project. 5. Select **Create project**. 6. Review the pre-populated project name, approved start date, approved end date, or business case. \[Omitted image "now-assist-generated-project.png"\] Alt text: AI generated project plan. Edit the fields as needed and add a description. **Note:** Because the information in these fields is AI generated, it's a good idea to review the text and make sure it's accurate. ## Result The project is created with the generated tasks, including task hierarchy and dates derived from your input. **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)