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How to Interact with the Coins Project Manager Copilot Skill

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Written by Theresa Moloney
Updated over a month ago

You can interact with Copilot using natural language queries to retrieve key information from Jobs, covering purchase orders, billings, forecast status, and crew daily reports.

What can I ask about Jobs?

Here are some examples of the types of questions you can ask to retrieve job data:

What are my jobs?

How many hours were posted to my jobs in the last week?

How many hours were posted on my jobs in May?

What were the costs for each month for Job 51101?

What are the total costs for my jobs for all months?

What is the total profit for Job 51101 across all months?

What crews worked on my jobs?

Are there any draft crew daily reports for Job 51101?

How much have I billed this month for my jobs?

What subcontract orders are on my jobs?

What subcontract orders for Job 51101 have not been certified in the last 3 months?

What is the latest forecast for my jobs?

Available actions to perform

Create a new forecast for Job xxx

Artificial Intelligence (AI) can make mistakes. Always double-check before making business impacting decisions.

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