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VP Agents Accelerator • Pack 1

Project Intelligence

Know which projects need attention this week, and why. AI agents rate every project, show the evidence, and recommend the next step.

Read-onlyVantagepoint + project documentsTeams and Power BI
Portfolio healthWeek of 20 Oct 2026 · ranked by priority score1 project changed statusPROJECTSTATUSSCOREMAIN RISK AND EVIDENCEClient Portal Upgrade1045 · ABC GroupRed91Budget and scopeStatus report: extra design revisionsData Migration1012 · Northwind HealthRed84Billing and WIP · 72 daysMinutes: billing approval pendingReporting Enhancement1070 · Contoso ProjectsAmber583 missing timesheetsIntegration Support1081 · FabrikamAmber47Forecast 35 days old+ 3 more projects · 1 Amber, 2 Green
Built for Project Managers and Directors

The Questions Your PMs Ask Every Week

Today the answers mean pulling reports and reading documents. Project Intelligence answers them in seconds, in Teams.

“Which projects need my attention?”

A ranked list across your whole portfolio.

“Why is this project Red?”

The exact figures and document lines behind it.

“What changed since last week?”

Every status move, with its cause.

“What should I do next?”

A recommended action for each risk.

One Score, Eight Risk Areas

Every Signal a PM Tracks, in One Rating

Each risk area gets its own rating. The project's overall status is its worst area, so one serious problem is never averaged away.

Budget

How much of the budget is used, and whether cost is over budget.

Forecast

Estimate at completion against budget, and how old the forecast is.

Billing and WIP

How long work has sat unbilled, and any billing holds.

Receivables

Overdue client invoices and how long they have been outstanding.

Timesheets

Missing, unapproved or wrongly coded time.

Schedule

Overdue milestones and slipping finish dates.

Scope and change

Open change requests and pending variations.

Project documents

Risk signals in status reports and meeting minutes.

How It Works

From Your Data to a Weekly Health Check

Vantagepoint dataBudgets, forecasts, billing, timesheets, milestones
Project documentsStatus reports and minutes from SharePoint
Health scoringConsistent rules, same for every project
Your health checkIn Teams, Outlook and Power BI
The Agent Team

Eight Specialist Agents, One Health Check

Project Health Agent

Rates every project Red, Amber or Green across the eight risk areas and ranks the portfolio by priority.

Change Watch Agent

Compares this week with the last check and explains what moved, and why.

Budget & Forecast Agent

Tracks budget burn and estimate at completion, and flags forecasts that have gone stale.

Timesheet Compliance Agent

Finds missing and unapproved time before it holds up billing.

Scope Watch Agent

Spots scope creep in change requests and in the language of project documents.

Risk Register Agent

Keeps the risk register current. It never closes or downgrades a risk without the PM.

Document Intelligence Agent

Reads status reports, minutes and scope correspondence, and extracts the risk signals.

Insights & Audit Agent

Logs every rating and its evidence, and feeds Power BI reporting.

Where Your Team Uses It

Just Ask in Teams

PMs and directors ask in plain English, where they already work. Answers come with evidence and a next step.

Give me my project health checkWhy is Project 1045 Red?Which projects have billing risk?What changed since last week?Prepare an action plan for my Red projects
Project IntelligenceAI agent · Microsoft TeamsWhy is Project 1045 Red?1045 · Client Portal UpgradeRedMain risk: budget and scope · priority score 91From VantagepointActual cost is 92% of budgetForecast overrun of $43,000Forecast not updated for 38 daysFrom project documentsStatus report: additional design revisions requestedMeeting minutes: client approval still pendingRecommended next stepReview ETC, confirm scope, and prepare a variation if needed.
Built to Be Trusted

Safe to Pilot from Day One

Read-only

It never writes to Vantagepoint or sends a message on its own. It only recommends.

Evidence on every rating

No Red or Amber without the figures or document lines behind it.

No guessing

Missing data is flagged as missing, never reported as healthy.

Your permissions apply

People see only the projects and documents they can already access.

FAQ

Frequently Asked Questions

Does Project Intelligence change anything in Vantagepoint?

No. It is read-only. It reads Vantagepoint data and project documents, and only recommends actions for your team to take.

Which documents does it read?

Status reports, meeting minutes and scope correspondence stored in your project folders in SharePoint or Teams. We agree the scope with you.

How is the Red, Amber or Green rating worked out?

Each of the eight risk areas is rated against agreed thresholds. The overall status is the worst area, and a priority score ranks projects across the portfolio.

Can we change the thresholds?

Yes. Thresholds are tuned with your team during the pilot and can be adjusted as you learn.

What if some data is missing in Vantagepoint?

The agent says so. Missing data is shown as insufficient, never assumed to be healthy.

Project Intelligence Discovery Workshop Banner
Creative Solutions

See Project Intelligence on Your Own Projects

Book a discovery workshop and we will run a health check on a set of your real projects.