Project Initiation Agent
You can now use Ask Dela to set up new projects, which streamlines the project initiation process in Costpoint. Ask Dela guides users through project setup using natural language, eliminating the need to navigate complex Costpoint screens while ensuring all required configurations are properly defined.
If your Costpoint instance is integrated with Microsoft Teams, you can also create new projects directly from Teams.
To create a project using Ask Dela:
1. Access Ask Dela via Costpoint or Teams.
2. Enter a prompt for starting a new project.
3. Select a Creation Mode.
- If you select Copy, provide the project ID you’d like to use as a template.
- If you select Custom, provide the following key details for your new project: Level 1 Project ID, Project Name, Owning Organization, Project Classification, Project Type, Account Group.
Once you have successfully created a project, Ask Dela provides a link to Manage Project User Flow that displays all project IDs that were set up.
Example Prompts
- Create a new project.
- Start a new project.
- Open a new project.
- I need to set up a new project.
- I have a new contract to set up.
- We were awarded a new contract.
- Start a new project setup.
- Add a new project.
- Create a new project called "..."
- Help me start a new project.
- Create a CPFF project called "..."
- Add a new project with the same attributes and structure as Project 22215.
- I need to create a project with these details: contract number W9123, customer DoD, start date 10/01/2025, end date 09/30/2026.
- New project
Related Topics:
Project Billing and Revenue Setup Agent
With Ask Dela, you can configure billing and revenue information for your projects, without manually entering data on the Manage Project Billing Information and Manage Revenue Information screens.