AI for project managers
Ultramarine Work turns the tracker exports, cost report and meeting notes already in the project folder into the logic-linked schedule, the monthly status report and the rebuilt cost forecast.
Status-report-2026-06.docxExampleERP Migration Program Status Report, June 2026
Summary
Mock conversion 2 finished on June 19 with 98.7% of open purchase orders loaded, short of the 99.5% exit criterion. Integration testing started June 22, one week behind the baseline, and the two added warehouse interfaces are not yet in the schedule. Spend to date is $3.84M against $3.95M planned.
Decisions needed from the steering committee
Approve change request CR-014 for the two warehouse interfaces, estimated at $186,000 and 15 working days. Decide by July 10 whether to add a third mock conversion before user acceptance testing or close the gap with manual loads. Either choice moves the gate 3 date, now August 14.
CheckedDates tie to the June 30 tracker export. RAG status is left blank on all five workstreams.
How it works
- 1
Give it the project folder
You bring the charter and the vendor delivery plan, the Jira and Clarity exports, the cost report with POs and invoices, the risk log, meeting notes and last month’s status report, however your PMO keeps them.
- 2
Name the piece of work
Ask for the rolled-forward schedule, the monthly status report, an earned value pack by control account, a change request with its impacts or a business case. Every number carries the file it came from.
- 3
Set the RAG colors and make the call
The draft flags what it could not reconcile instead of guessing. You set the RAG calls, confirm the EAC method, own the narrative and decide what the sponsor sees.
Ask it for
“Build the first cut of the ERP migration schedule from the charter and the vendor delivery plan, logic-linked, with the critical path and the four phase gates.”
ERP-cutover-schedule.xlsx“Write the June status report from the workstream updates, tracker and risk log, with decisions needed from the steering notes, and leave the RAG calls to me.”
Status-report-2026-06.docx“Compute CPI, SPI, EAC and VAC for the June period by control account, and draft the variance narrative for anything outside the 0.95–1.10 band.”
EVM-report-2026-06.xlsx“Roll the cost report forward by cost code and rebuild the bottom-up EAC, then mark any line more than 5% over budget.”
Project-cost-report-2026-06.xlsx“Draft the change request for the two extra warehouse interfaces, covering scope, cost, schedule impact and what happens to the performance measurement baseline.”
CR-014-extra-interfaces.docx“Build the business case for the new distribution center, options including do nothing, cash flows, NPV at our 10% hurdle rate, payback and a sensitivity table.”
DC2-business-case.docx
Inside the Project & Program Management mode
Project schedule
Builds the schedule with the WBS, dependencies, durations and critical path, rolls it forward against the baseline, and shows which milestones a slip moves.
Earned value and change control
Works out CPI, SPI, EAC, ETC and VAC for each control account every month, and drafts the variance narrative and the papers for the change board.
Project budget and cost forecast
Keeps the cost report by cost code with budget, commitments, actuals, cost to complete and fee burn, and rebuilds the bottom-up estimate at completion.
Business case and capital allocation
Drafts the business case and the capital request, computes NPV, IRR and payback from the cash flows, and sets out the options including build versus buy.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Who it’s for
Project coordinators, project and program managers and PMO staff running business, IT, engineering and capital projects.
Questions
Will it invent milestones or soften a slipping task?
No, every claim in the draft cites its source file, and what the files do not show is flagged rather than filled in. A milestone that does not trace to a schedule export stays marked unconfirmed, and a task with no evidence of progress does not get smoothed into amber. You still review the whole draft before it circulates.
Who is accountable if a number is wrong?
You are, the same way you are accountable for any figure you brief. Section 2.2.2 of PMI’s Code of Ethics makes you responsible for how you deploy technology, including AI, so check each number before the report goes out and correct the record where it was wrong. PMI’s AI standard backs this up, holding that AI can inform decisions while people remain accountable for the consequences.
Can it predict our finish date or final cost?
It forecasts from the data you give it, and it cannot see what you have not put in the folder. The arithmetic it can run is a bottom-up EAC built from cost codes, actuals and remaining work. A confident finish date read off a half-updated tracker would be a guess, and it names what is missing instead.
Where does our project data go?
Ultramarine Work changes files only in the project’s folder. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Paper Instruments is SOC 2 Type II, and our security and compliance details are on our compliance page.
Our program carries sensitive supplier pricing and staffing data. Can we use it?
That decision belongs to your organization, so take it to your compliance or IT reviewers first. Content the model works on is sent to Paper Instruments’ servers to be processed, so they should read the compliance page against your data policy, and your supplier NDAs, customer contracts and any regulator requirement take precedence.