AI Modifications

Applies to: Free · Pro · Enterprise Last updated: 08-Jun-2026

Overview

Beyond answering questions, the AI Copilot can make targeted edits to your schedule. It has access to 26 write tools and 4 bulk tools covering activities, relationships, WBS, resources, calendars, activity codes, UDFs, and project settings. All modifications require your explicit approval through a confirmation card before they are applied.

Every change is fully undoable with Ctrl + Z.

Activity Operations

update_activity

Change a single field on one activity — name, duration, dates, status, percent complete, constraints, calendar, or priority.

Parameter	Required	Description
taskCode	No	Activity ID (e.g., "A1020")
taskId	No	Internal ID
field	Yes	Field name to update
value	Yes	New value (auto type-coerced)

Risk: Medium

add_activity

Create a new activity under a WBS node. Supports all activity types: Task, Milestone, Finish Milestone, LOE, WBS Summary, and Resource Dependent.

Parameter	Required	Description
wbsId / wbsName	No	Target WBS node
taskCode	No	Activity ID (auto-generated if omitted)
taskName	Yes	Activity name
durationDays	No	Duration in work days
taskType	No	TT_Task, TT_Mile, TT_FinMile, TT_LOE, TT_WBS, TT_Rsrc
calendarId	No	Calendar (uses project default if omitted)
constraintType / constraintDate	No	Primary constraint
constraintType2 / constraintDate2	No	Secondary constraint
targetStartDate / targetEndDate	No	Explicit target dates
durationType	No	DT_FixedDrtn, DT_FixedUnits, DT_FixedQty, DT_FixedDUR2
completePctType	No	CP_Drtn, CP_Phys, CP_Units
priority	No	0–999 (default 500)

Risk: Medium

delete_activity

Remove an activity and all its relationships (predecessors and successors). Destructive.

Parameter	Required	Description
taskCode	No	Activity ID
taskId	No	Internal ID

Risk: High

move_activity

Move an activity to a different WBS node.

Parameter	Required	Description
taskCode / taskId	No	Activity to move
targetWbsId / targetWbsName	No	Destination WBS node

Risk: Medium

duplicate_activity

Create a deep copy of an activity, optionally copying relationships and resource assignments.

Parameter	Required	Description
taskCode / taskId	No	Source activity
copyRelationships	No	Copy predecessors (default false)
copyAssignments	No	Copy resource assignments (default false)
newTaskCode	No	Code for the copy (auto-generated if omitted)
targetWbsId / targetWbsName	No	Place copy under different WBS

Risk: Medium

dissolve_activity

P6-style dissolve — removes the activity and re-wires its predecessors directly to its successors with FS relationships.

Parameter	Required	Description
taskCode / taskId	No	Activity to dissolve

Risk: High

Example prompts:

• "Change the duration of A1020 to 15 days"
• "Add a new milestone called 'Handover' under WBS 1.4"
• "Move activity A2050 to WBS 2.1"
• "Dissolve activity A3010 and reconnect its logic"
• "Duplicate A1020 with its relationships"

Relationship Operations

add_relationship

Create a dependency (FS, SS, FF, or SF) between two activities with optional lag.

Parameter	Required	Description
predecessorCode	Yes	Predecessor task code or ID
successorCode	Yes	Successor task code or ID
type	Yes	PR_FS, PR_SS, PR_FF, or PR_SF
lagDays	No	Lag in work days (negative for lead)

Risk: Medium

delete_relationship

Remove a dependency between two activities.

Parameter	Required	Description
predecessorCode	Yes	Predecessor task code or ID
successorCode	Yes	Successor task code or ID
type	No	Relationship type to delete

Risk: Medium

update_relationship

Change the relationship type or lag value on an existing dependency.

Parameter	Required	Description
predecessorCode	Yes	Predecessor code or ID
successorCode	Yes	Successor code or ID
currentType	No	Current relationship type (to identify which to update)
newType	No	New relationship type
lagDays	No	New lag in work days

Risk: Medium

Example prompts:

• "Add a FS relationship from A1020 to A1030 with 5-day lag"
• "Change the lag on the A1020→A1030 relationship to 3 days"
• "Delete the relationship between A2010 and A2020"

WBS Operations

add_wbs

Create a new WBS node under an existing parent.

Parameter	Required	Description
parentWbsId / parentWbsName	No	Parent WBS node
name	Yes	Full WBS name
shortName	No	Short name / code

Risk: Medium

rename_wbs

Change the short name or full name of a WBS node.

Parameter	Required	Description
wbsId / wbsName	No	WBS node to rename
newName	No	New full name
shortName	No	New short name / code

Risk: Medium

delete_wbs

Remove an empty WBS node. Fails if the node has activities or child WBS nodes — reassign or delete them first.

Parameter	Required	Description
wbsId / wbsName	No	WBS node to delete

Risk: High

move_wbs

Move a WBS node (and all its children and activities) under a different parent.

Parameter	Required	Description
wbsId / wbsName	No	WBS node to move
newParentWbsId / newParentWbsName	No	New parent

Risk: High

Example prompts:

• "Create a new WBS node called 'Testing' under WBS 1.3"
• "Rename WBS 2.1 to 'Mechanical'"
• "Move WBS 1.4 under WBS 2.0"

Resource Operations

add_resource

Create a new resource in the project pool (Labour, Equipment, or Material).

Parameter	Required	Description
shortName	Yes	Resource code (e.g., "ENG-01")
name	Yes	Full name (e.g., "Site Engineer")
type	Yes	RT_Labor, RT_Mat, or RT_Equip
title	No	Role description
standardRate	No	Hourly rate
overtimeRate	No	Overtime hourly rate
maxQtyPerHr	No	Max units per hour (default 1)

Risk: Medium

delete_resource

Remove a resource from the pool. Fails if the resource still has assignments — unassign first.

Parameter	Required	Description
resourceName / resourceId	No	Resource to delete

Risk: High

assign_resource

Assign a resource to an activity with optional budget units and cost.

Parameter	Required	Description
taskCode	Yes	Activity code
resourceName / resourceId	No	Resource to assign
budgetUnits	No	Budget units (target_qty)
budgetCost	No	Budget cost (target_cost)

Risk: Medium

unassign_resource

Remove a resource assignment from an activity.

Parameter	Required	Description
taskCode	Yes	Activity code
resourceName / resourceId	No	Resource to remove

Risk: Medium

Example prompts:

• "Add a labour resource called 'Electrician' at $45/hr"
• "Assign 'Electrician' to activities A2010 and A2020"
• "Remove the crane assignment from A3050"

Activity Code Operations

add_activity_code_type

Create a new code type (e.g., "Phase", "Discipline", "Area").

Parameter	Required	Description
codeTypeName	Yes	Name for the new code type

Risk: Medium

add_activity_code_value

Add a value under an existing code type, with optional colour.

Parameter	Required	Description
codeTypeName	Yes	Code type name
shortName	Yes	Short name / code (e.g., "PH2")
codeName	Yes	Full name (e.g., "Phase 2 — Construction")
color	No	Hex colour (e.g., "#FF5500")

Risk: Medium

assign_activity_code

Assign a code value to an activity.

Parameter	Required	Description
taskCode	Yes	Activity code
codeTypeName	Yes	Code type name
codeValueName	Yes	Code value short name

Risk: Medium

unassign_activity_code

Remove a code assignment from an activity.

Parameter	Required	Description
taskCode	Yes	Activity code
codeTypeName	Yes	Code type name to remove

Risk: Medium

Example prompts:

• "Create a code type called 'Discipline'"
• "Add values 'Civil', 'Mechanical', 'Electrical' to the Discipline code"
• "Assign Discipline = Mechanical to all activities under WBS 2.1"

UDF Operations

set_udf_value

Set a user-defined field value on an activity.

Parameter	Required	Description
taskCode	Yes	Activity code
udfName	Yes	UDF type name
value	Yes	New value (string, number, or ISO date)

Risk: Medium

Example prompts:

• "Set the 'Priority' UDF to 'High' on activity A1050"

Project Settings

update_project

Change project-level settings: name, data date, planned start/finish dates, default calendar, or project status.

Parameter	Required	Description
projectName	No	New project name
projectShortName	No	New short name / code
dataDate	No	New data date (ISO or human-readable)
planStartDate	No	New planned start date
planEndDate	No	New planned end date
calendarId	No	Default calendar ID
statusCode	No	PS_Active, PS_Inactive, PS_WhatIf, PS_Planned

Risk: High

Example prompts:

• "Move the data date to 15-Jul-2025"
• "Change the project name to 'Phase 2 Expansion'"

Schedule Calculation

recalculate_schedule

Trigger CPM forward/backward pass recalculation. Run this after making multiple schedule changes to update early/late dates, float, and the critical path.

No parameters required.

Risk: Medium

Example prompts:

• "Recalculate the schedule"
• "Run the CPM calculation"

Schedule Generation & Import

plan_project_generation

Generate a complete project from an industry template. Creates WBS, activities, relationships, and milestones based on project type, name, duration, scope, and complexity. See Project Generation for details.

Risk: Medium

import_schedule

Import a user-provided schedule structure (WBS nodes, activities, and relationships) into the project in a single atomic batch. Used when the AI parses a schedule from pasted text or documents.

Risk: Medium

Bulk Operations

warning

Bulk tools affect many activities at once. Review the confirmation card carefully before clicking Apply All.

bulk_update_activities

Apply field updates to multiple activities at once. Each update specifies the activity and the field/value pairs to change. Use for paste-from-Excel scenarios, progress updates, and batch field changes.

Parameter	Required	Description
updates	Yes	Array of { taskCode, taskId, fields: { field: value } }

Risk: High

bulk_transform_field

Pattern-based transformation across multiple activities: sequential numbering, find/replace, set all to same value, prefix, or suffix. Scope by all activities, WBS, codes, or current filter.

Parameter	Required	Description
field	Yes	Field to transform (e.g., task_code, task_name)
transform	Yes	{ type, template, start, step, padLength, find, replace, value, text }
scope	No	{ type: 'all' / 'wbs' / 'codes' / 'filter', wbsName, taskCodes, statusFilter }
orderBy	No	wbs_order, start_date, code, or name

Risk: High

apply_progress

Apply actuals and progress data to activities: actual start, actual finish, percent complete, and remaining duration. Automatically infers the status code.

Parameter	Required	Description
progressEntries	Yes	Array of { taskCode, actualStart, actualFinish, percentComplete, remainingDurationDays }

Risk: High

make_at_completion_equal_budget

Set at-completion values equal to budget values for resource assignments. Adjusts remaining quantity = target quantity − actual quantity.

Parameter	Required	Description
scope	Yes	all, selected, wbs, or active_only
wbsId	No	WBS filter (when scope = "wbs")
taskCodes	No	Specific activities (when scope = "selected")

Risk: High

Example prompts:

• "Set all activities under WBS 1.2 to 50% complete"
• "Renumber all activity codes sequentially starting from A1000"
• "Apply 100% progress to activities A1010 through A1020"
• "Make at-completion equal to budget for all active activities"
• "Paste this Excel data into the schedule" (followed by tabular data)

Tips & Best Practices

• Start with read tools — ask "show me activities under WBS 1.3" before saying "update all their durations to 10 days".
• Review the confirmation card — especially for bulk operations that affect many activities.
• Use specific identifiers — refer to activities by their task code (e.g., "A1020") for precise targeting.
• Recalculate after structural changes — ask the AI to recalculate, or press F9 manually.
• Paste tabular data — copy rows from Excel and paste them into the chat. The AI parses columns and confirms before applying.
• Undo immediately — press Ctrl + Z if an applied change isn't what you expected.

Related Documentation

• AI Copilot Overview
• Asking Questions
• Grid & App Features
• Narratives & Export
• Knowledge & Standards
• Confirmation Workflow
• Project Generation