Add resources as context for Project Manager agent

Add resources

To add resources to the plan that will be used by the Project Manager agent​​​​​​​:

1. Navigate to the Goals view.

2. Select + Add files. Or, if you've already added some files, select + Add files to add more files.

3. Choose the file that you'd like the Project Manager agent​​​​​​​ to use as a source.

   Important: Any files that are added to the plan will be made available to all plan members. Only select files that all team members should have access to.

4. The Project Manager agent​​​​​​​ will automatically take these files into account on all future task generation or execution.

Let's look at an example of how adding resources to the plan can improve output. Adele is a marketing manager at an architecture firm. She's driving the marketing plan for a new service her firm is offering called, "Workspace Strategy and Design" to create flexible and efficient work environments that adapt to the changing needs of businesses and their employees. She uploads a set of files to her plan for the project manager to reference:

• Workspace Strategy and Design service plans.docx - a document that outlines the different service plans offered as part of this new service, allowing the Project Manager agent​​​​​​​ to reference these offerings in its output.

• Workspace Strategy and Design Walking Deck.ppt - a PowerPoint deck that gives an overview of the new service, helping the Project Manager agent​​​​​​​ understand the purpose of the service and its unique details.

• Brand guide.ppt - an overview of the architecture firm's branding, allowing the Project Manager agent​​​​​​​ to create collateral that meets their brand guidelines.

Without these files, the Project Manager agent​​​​​​​ wouldn't have contextual knowledge about the service, and its output would be very standard and not rooted in unique team context.

Remove resources

To remove resources that you no longer want the Project Manager agent​​​​​​​ to reference:

1. Navigate to the Goals view.

2. Select X next to the file that you'd like to remove.

3. Select Remove in the confirmation pop up.

4. The project manager will no longer reference these files for future task generation or execution, and these files will be removed from the associated SharePoint folder.

   Important: Removing a file from a plan doesn't remove access from members of the plan. If you'd like to remove access from members, do so directly from the file.

View all resources in SharePoint folder

All resources will be added to the SharePoint folder associated with the plan. To view the full set of resources associated with the plan:

1. Select SharePoint in the plan header.

   Note: If you don't see SharePoint in the main header, select the overflow (...) menu, and then select SharePoint​​​​​​.

2. You'll be navigated to the SharePoint folder associated with the plan where you can see all added files and loop output of Project Manager agent​​​​​​​.

More ways to work with Project Manager agent​​​​​​​​​​​​​​

Create a plan from scratch with Project Manager agent

Execute tasks with Project Manager agent

Generate automatic status reports with Project Manager agent

Frequently asked questions about Project Manager agent