Frequently asked questions

Everything you want to know

Answers to common questions: how the AI drafts a project plan, which methodologies are supported, and how funding and data security work.

🤖 Generation and AI – Beyond Just Text

How Project Assistant Generates Projects?

Our AI doesn’t just “write text”—it builds a structured decision-making object based on your input. It bridges your vision with industry-specific logic and your chosen management methodology, ensuring the result is logically coherent and fully actionable.

What information do I need to provide to get started?

To begin, all you need is the project’s goal, type, timeframe, and budget. You will get particularly valuable results if you include a reference to a specific law, regulation, or funding measure—this acts as a roadmap for the system to build a project that meets every single requirement to the letter.

Can I edit my initial input?

Absolutely. Use the AI Enhancement feature during the project creation phase to help make your initial thoughts clearer, more professional, and more logical before the final generation.

How long does it take to create a professional project?

AI generation usually takes 2–4 minutes, and the finished plan is also sent to your email. What used to take days — a project description, an action plan and a distribution of roles — is now ready in minutes.

Can the AI make mistakes?

The AI builds on what you give it: the goal, the critical deliverables, the requirements URL and your attachments — the more precise the input, the less it has to assume. Final control and quality assurance always remain in your hands: review the plan and correct the text or tasks where needed.

How does Project Assistant differ from ChatGPT or standard AI?

Standard AI simply generates text. Project Assistant creates decision-ready projects. This means every line is linked to real-world constraints, laws, and methodologies—making it audit-proof and genuinely manageable.

Does the system suggest activities and stages automatically?

Yes, based on your objectives, the AI generates a logical action plan, suggesting the necessary stages and tasks in accordance with best practices for your chosen field.

Does Project Assistant understand the specifics of my industry?

Yes. When creating a project you choose one of eight types: IT development, Construction, Production project, Management project, Content creation, Consulting, Culture project or Agriculture. The type determines which field's rules, terminology and best practices the AI applies.

Which management methodologies can I use?

We support six methodologies: Waterfall, Scrum, Kanban, Hybrid, PRINCE2 and Simple project. The methodology shapes how the AI structures the plan and which terms it uses; your project’s core substance stays the same.

Does the system master professional terminology?

Yes. By selecting the relevant field (e.g., construction or IT), the system automatically utilizes the correct professional language and terminology specific to that sector and its associated regulations.

🧩 Project Management and Dynamic Adaptation

Can I edit the completed project myself?

Of course. Project Assistant is your tool, not your replacement. You have full control over all content and can make changes at any stage of the project.

What happens if I change critical assumptions during the project?

If the project’s foundational data (e.g., budget, legislation, or deadline) changes, you can regenerate the plan. Regeneration replaces the plan text, but tasks, risks, costs and files stay in place, so you do not start from scratch. In the Business plan an earlier version can be restored if needed.

Can I switch the project methodology halfway through?

Yes. You change the methodology in the project’s basic data — tasks, risks, costs, decisions and files remain intact. If you want the plan text to follow the new methodology and terminology as well, regenerate the plan.

How does the system track project history and changes?

In every plan, decisions are recorded in the decision log with a date, decision-maker and rationale, and the baseline shows how the schedule and effort have drifted from the original plan. In the Business plan the project audit log records significant changes with who made them and when, and the version history lets you restore an earlier version.

Can I manage project statuses (e.g., “planning,” “in progress,” “completed”)?

Yes. Every project has a status: Draft, Created, Active, Completed or Archived. Changing the status helps the team stay focused, and archived projects do not count towards the active project limit. In the Business plan the portfolio view gives management one overview of all projects.

How can I find a specific project among hundreds of others?

The project list has search, filters by status, methodology, type and language, and quick views such as "My drafts" and "Completed projects". The dashboard also provides visual statistics, allowing you to get an overview of key figures in seconds.

Can I share projects with other team members?

Yes, collaboration is built into the core of the system. You can assign different access levels (Viewer, Editor, Admin) to keep your team in sync and ensure clear lines of accountability.

Is the number of projects limited?

It depends on your plan: up to 3 active projects during the trial, 20 in the Standard plan and 100 in the Business plan. Archived projects do not count towards the limit.

What happens to my data when my subscription ends?

Your data is securely protected. Once your subscription ends, your projects are kept in archive mode—you can still view and export them, but an active plan is required to create new projects or use AI-powered features.

Are the projects created by Project Assistant audit-proof?

Project Assistant keeps the trail an auditor needs in one place: the decision log (what was decided, when, by whom and why), milestone approvals with the approver and time, and cost lines with status, supplier and invoice number. The Business plan adds the project audit log, version history and an organisation-wide audit timeline.

👥 Tasks and Smart Action Plans

How are tasks created in a project?

You have two options: add tasks manually or let the AI generate them automatically. The AI analyzes your project content and industry-specific requirements, prioritizing the most critical activities first so you can start where the impact is greatest.

Can I supplement the AI-generated action plan myself?

Yes, you are in full control. You can add, edit, or delete tasks, as well as set precise deadlines and priorities for them.

How is accountability distributed within the team?

A specific person in charge can be assigned to every task. This ensures a transparent chain of accountability—all team members know exactly what their responsibilities are and when the deadlines are.

How do I track the project’s progress?

A convenient “check-off” system and a visual progress bar show in real-time how much of the project is completed. This provides a quick overview without requiring you to dive into every single detail.

Does the system notify me of upcoming deadlines?

Your dashboard lists your tasks with deadlines, grouped into overdue, today and this week, and the project’s Attention signals block highlights overdue tasks and high risks. In the Business plan you can also subscribe to task deadlines in Google, Outlook or Apple Calendar via a calendar feed.

Can I add detailed instructions to tasks?

Yes, every task has a detailed description field. You can add specific instructions, expected outcomes, or notes to ensure that the person in charge has all the necessary information readily available.

What if the AI creates a task that we don’t actually need?

The AI proposes a logically optimized path, but you are the expert. You can review all AI-generated tasks and remove or rephrase anything irrelevant with a single click.

Are tasks linked to the chosen methodology?

Yes. The methodology shapes which phases and tasks the AI creates and which terms it uses. In every project you can work with the same tasks in the task list, the Gantt schedule and the Kanban board.

Can the task list be filtered?

Yes. On the Kanban board you can search tasks, filter by owner and priority, and show only overdue tasks. This way, you can quickly find exactly those activities that require immediate intervention.

How does the system manage relationships and dependencies between tasks?

In the Gantt schedule you set a predecessor for each task (finish-to-start dependency) — for example, that equipment installation cannot begin before the equipment is delivered. Dependencies are drawn as arrows, and the critical path calculation shows which tasks determine the project end date and how much slack each task has, preventing unexpected bottlenecks.

💶 Teamwork and Collaborative Management

How can I share a project with my team?

All you need to do is enter your colleague’s email address. The system sends them an invitation, and you can immediately define which access rights apply to them within that specific project.

What roles and permissions are available on the platform?

We offer three levels of access: Viewer (can view the project and add comments), Editor (can edit tasks and files) and Admin (manages sharing and all project settings). In the Business plan, role profiles can restrict individual modules further. This ensures that information is accessible while changes remain controlled.

Can multiple people work on the same project at the same time?

Yes. Everyone the project is shared with works in the same project — adding tasks, marking them done, moving Kanban cards and leaving comments.

Can I revoke project sharing at any time?

Yes. As the project owner, you have full authority to manage access. You can modify user permissions or revoke access entirely with a single click.

Can I share the project via a public link?

For the sake of security and data protection, sharing is restricted to specific users. This ensures that your project’s strategic content only reaches those to whom you have personally sent an invitation.

Do team members need to have their own account?

Yes, to ensure data security and a clear chain of accountability, all users must be identified. To edit a project, an active subscription is required, which provides access to all the smart features.

How does a shared environment help prevent information loss?

Since the entire project logic, action plan, and regulations are in one place, the team doesn’t have to search for information in emails or different file versions. Project Assistant serves as your organization’s “single source of truth.”

How does the system record changes?

The dashboard’s Recent activity shows new projects, completed tasks, comments and shares, and the decision log keeps key decisions. In the Business plan the project audit log records significant changes with who made them and when, and the version history shows which fields each version changed.

Where can I find projects that others have shared with me?

They appear automatically on your dashboard in a separate section called “Shared with me.” This gives you a clear overview of both the projects you have created and those you are involved in.

Can I delegate tasks without sharing the entire project?

Currently, sharing is project-based, meaning a team member can see the project as a whole. This is necessary to ensure that the person completing the task understands the connection between their actions and the project’s broader goal and decision logic.

🔒 Funding and Regulatory Compliance

Does Project Assistant help with applying for funding?

Yes. If you set "Needs additional funding" when creating the project, the AI includes funding-related activities in the plan. In the Funding application block you enter the programme name (e.g. EAS, Horizon Europe) and the AI drafts a structured application from the project plan, which you can edit and track through its statuses (Draft, In review, Submitted, Approved, Rejected). The AI funding application is included in the Standard plan (3 applications per month) and the Business plan (unlimited); it is not available during the trial.

Does the AI take the conditions of a specific support scheme into account?

Yes, if you provide them. Enter the scheme's web page in the "Project Requirements Web Address" field — the AI reads the page and uses it when building the plan. You can also attach the scheme conditions, a regulation or other source documents as files. Final eligibility is still decided by the funder, so always review the result.

Can I apply to several programmes from the same project?

Yes. You can generate several applications for different programmes from one project. The "Previous applications" section lists every version with its programme, status and date.

Does the timing of funding affect the project's action plan?

Yes, if it is part of your input. Describe the application, decision and disbursement timeline in the goal or attach it as a file — the AI uses it when ordering activities and allocating the budget.

How does the system handle regulatory requirements and permits?

Permits and approvals are not add-ons; they are a natural part of the project. If you reference a law, regulation or required permit in your input or attach the requirements as a file, the AI reflects them in the plan and its risks. In the risk register you can manage each permit or approval as a risk with an owner, a due date and a mitigation plan.

Is compliance monitored after the planning stage?

You can tie requirements to milestones — when a milestone is approved, the approver and time are recorded. The baseline shows when the schedule or effort has drifted from the original plan, and the Attention signals block highlights delays and high risks.

⚙️ Files, Security, and Technical Support

In what formats can I export project documents?

You can export the project document as PDF or DOCX using one of five design templates (Aurora, Ember, Emerald, Graphite, Nordic), with a preview before download. The DOCX file can be edited further in Word.

Can I add external documents to the project?

Yes. You can upload project files (PDF, DOCX, XLSX, PNG, JPG, TXT; up to 25 MB per project) and keep everything in one place. Files added when creating the project are also used by the AI when building the plan.

How is the protection of my data and business secrets guaranteed?

We take data security with the utmost seriousness. We use modern encryption methods and rigorous security standards to ensure the confidentiality and integrity of your project data.

Where and how is my data stored?

Your data is stored on secure servers that comply with strict European data protection standards (GDPR). This ensures the highest possible level of privacy and data availability.

Can I export the project in parts?

Currently, it is possible to export comprehensive project descriptions and action plans. The separate export of tasks is a feature we are considering for future development phases based on user feedback.

Do I have full control over deleting my data?

Yes. In accordance with GDPR regulations, you have the right and the ability to permanently delete your account and all associated data at any time, directly through your account settings.

How can I get help if I have technical questions?

Our team is here to support you. If you need assistance or notice any issues, please contact us through the support form located on the platform, and we will respond to you as soon as possible.

In which languages is the platform available?

The user interface is available in Estonian, English and Russian. The language for generating the project plan is chosen separately for each project, so the same team can produce documents in different languages.

Can I use the platform while on the go?

Yes. The web environment is built with a responsive design, meaning you can conveniently manage and monitor your projects through the browser on your smartphone or tablet.

How is secure user login handled?

We support secure login and recommend using unique, strong passwords.

📊 Shared Team Workspace – The Command Center for Your Projects

Flexible Role Management – Controlled Collaboration

Engage team members and partners with precisely controlled roles. Choose whether you want to grant view-and-comment access, let people edit tasks and files, or delegate the right to manage sharing and settings. Your project’s strategic information is always protected and shared only with those who need it.

All Information in One Place – Goodbye, Information Fragmentation!

Stop wasting time searching through emails and different file versions. Keep all critical files, official documents, and daily tasks securely in a single environment. This ensures your team always has the latest information and a clear objective in sight.

Real-Time Overview – Manage the Vision, Not Just Spreadsheets

Your dashboard shows overdue and upcoming tasks, recent activity and statistics at a glance, and in the Business plan the portfolio view shows the health of all projects. Track progress, identify bottlenecks, and contribute to teamwork without unnecessary meetings. You will see the scale, feel the rhythm, and make data-driven decisions faster than ever before.

📖 Definitions — what is what

What is a project plan?

A project plan is a document describing a project's objectives, scope, activities, schedule, owners, resources, budget, risks and expected results. Its job is to give a decision-maker or a funder enough to launch the project, fund it and later close it out. A longer guide with the structure and an example: project plan guide.

What is project management?

Project management is planning, delivering and closing time-bound, goal-directed work within an agreed scope, budget and deadline. Day to day it is mostly about preparing decisions: in which order the work happens, who is responsible for what, and what to do when things go differently than planned.

What is project management software?

Project management software is a system where a project's plan, schedule, budget, risks, team and reporting live in one place and are connected — a change in one place flows into the others. Unlike a task manager, the goal is not only tracking tasks but being able to make a decision about the project at any moment. See the overview.

What is the difference between a project plan and an action plan?

An action plan answers "what are we doing" — a list of activities, owners and deadlines. A project plan adds objectives, scope, budget, risks and metrics, which is what lets you decide and apply for funding. The action plan is one part of the project plan.

What is a Gantt chart?

A Gantt chart shows the project schedule as a bar chart: each task is a bar on a timeline whose length is its duration and whose position shows start and end dates. Dependency arrows show what has to finish first. See the Gantt view.

What is the critical path?

The critical path is the longest chain of dependent activities, and it sets the shortest possible duration of the project. If an activity on the critical path slips by a day, the end of the whole project slips by a day — other activities have float, critical-path ones do not.

What is a milestone?

A milestone is a point in the schedule where something is checked or approved: a phase completed, a deliverable handed over, a decision made. A milestone has no duration, and a good one is unambiguously verifiable — "contract signed", not "work ongoing".

What is a work breakdown structure (WBS)?

A WBS splits a project into hierarchical parts: project → phase → task → subtask. The goal is to reach a level where each piece of work can be estimated, assigned and tracked. Only at that level can you build a realistic schedule and budget. See tasks and work breakdown.

What is a risk register?

A risk register is a table where each row is one risk with its description, impact and probability score, priority, mitigation and owner. It is updated throughout the project, not only at the start. See risk analysis.

What is a grant application and how does it relate to the project plan?

A grant application is the document submitted to a funder, following that programme's structure and terminology. Its substance comes from the project plan: objectives, activities, budget, indicators and risks. If the plan is in order, most of the application already exists — see writing a grant application.

⚡ Artificial intelligence (AI)

What else can the AI do besides the project plan?

Besides generating the plan, on every plan the AI writes a status summary, generates tasks and suggests sharper wording in forms. On the Standard and Business plans it drafts a funding application from the project plan. The Business plan adds the AI project manager summary, recommendations (missing activities, overload, risk hotspots), what-if simulation and turning meeting notes into actions.

What is What-If simulation?

What-If shows what happens to the project end date when one task slips: pick the affected task, enter the delay in days and see the shift at the end of the project. Each simulation is saved to a history so you can compare scenarios later. What-If is on the Business plan.

Does the AI process meeting notes?

Yes, on the Business plan. Paste the text of your meeting notes and the AI finds the actions (tasks), decisions and risks. If you choose, the items are added to the project straight away; you review the result first.

💰 Budget and costs

Can I track the project budget and costs?

Yes. The budget becomes an active management object: every cost line is counted against the remaining balance immediately. You see in real time how much budget is still free, plus a warning if costs exceed the budget.

Does the system handle VAT?

Yes. Every cost line has separate net, VAT rate, VAT amount and gross fields — VAT and gross are calculated automatically. Important for public-sector and partially-deductible-VAT projects.

Does the system warn when the budget is exceeded?

Yes. When active costs exceed the budget, the budget block shows a warning. Total budget, Reserved, Used and Free balance update with every cost line, and the AI status summary takes the project's current state into account.

🔌 Integrations and notifications

Does Projektiassistent integrate with other tools?

Yes, on the Business plan: personal API tokens (scopes, expiry, Bearer), project webhooks (event, target URL, secret token, delivery history and retry), Slack and Teams notifications and a calendar feed.

Can I get notifications in Slack or Teams?

Yes, on the Business plan. Create an incoming webhook in Slack or Teams and paste its URL into Projektiassistent — notifications about major project events go to the project owner's channel.

Do deadlines sync with my calendar?

Yes, on the Business plan. Add the iCal calendar feed link to Google Calendar, Outlook or Apple Calendar as a subscribed calendar — task deadlines appear in your calendar.

🏢 Team and enterprise

Can I create separate workspaces for departments?

Yes, on the Business plan. A workspace is the environment of an organisation or department that holds its projects and members. If you belong to several workspaces, you switch the active one in one click, and the project header shows which workspace a project belongs to.

Can I define custom roles and permissions?

Every plan has three access levels when sharing a project: Viewer (views and comments), Editor (edits tasks and files) and Admin (manages sharing and settings). On the Business plan you can also create role profiles that set the level for each module (risks, audit, AI, webhooks, export, workflow): none, view or manage — for example an accountant has audit access but not AI.

💳 Pricing

How much does Projektiassistent cost?

We offer a Standard plan (€29/month: up to 20 active projects, 100 AI requests/month, AI funding application 3 times a month) and a Business plan (€99/month: up to 100 projects, 500 AI requests/month, unlimited funding applications, portfolio, resource planning, integrations, workspaces and role profiles). VAT is added. Payment is via Stripe, and a cancelled subscription stays active until the end of the billing period.

Is there a free trial?

Yes. A new account gets a 14-day trial period, no credit card required. During the trial you can create 3 projects and use 20 AI requests in total; all features included on every plan (AI project plan, Gantt, Kanban, risks, budget, export, sharing) are available. The AI funding application and Business features are not included in the trial.

🔄 Project management

Can I create recurring projects?

Yes. For regularly recurring work (monthly reports, quarterly reviews, annual audits) you set the frequency and the next cycle date and choose whether a new cycle clones the project or uses a template. The Create new cycle button creates a new project with its dates shifted to the next period.

Can I revert to an earlier version of a project?

Yes, on the Business plan. Version changes show which fields each version changed, and the Restore button takes you back to an earlier version. On other plans regeneration replaces the plan text, but tasks, risks, costs and files are kept.

Didn't find an answer?

Questions, partnership or feedback — write to us or book a demo. We reply as soon as possible, in English, Estonian or Russian.

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