Confirmation Workflow
Applies to: Free · Pro · Enterprise Last updated: 08-Jun-2026
Overview
Every AI modification goes through a confirmation step before it touches your schedule. The Copilot shows you exactly what it plans to change, assigns a risk level, and waits for your explicit approval. Nothing is applied until you click Apply.
How It Works
- You give the AI an instruction (e.g., "Change the duration of A1020 to 15 days").
- The AI selects the appropriate write tool and prepares the change.
- A Confirmation Card appears in the conversation showing:
- The risk level (colour-coded)
- The number of estimated changes
- A summary of what will happen (bulleted list)
- An undo reminder: "All changes are undoable (Ctrl+Z)"
- You click Apply to execute, or Cancel to reject.
Risk Levels
| Level | Header | Colour | Icon | When Used |
|---|---|---|---|---|
| Low | Proposed Change | Green | Shield | Single-field edits on one entity |
| Medium | Proposed Change | Blue | Shield | Structural additions, non-destructive updates |
| High | Bulk Change | Amber | Warning triangle | Bulk updates, WBS moves, resource deletions |
| Critical | Critical Change | Red | Warning triangle | Mass deletions, project-wide transformations |
The risk level is determined by the tool being used, not the size of the change. For example, deleting any single activity is always "High" because it removes relationships too.
Confirmation Card Details
Summary Section
The summary shows a bulleted list of exactly what will happen. For example:
Proposed Change (Medium risk)
1 change
- Update duration of activity A1020 from 10d to 15d
All changes are undoable (Ctrl+Z)
[Apply] [Cancel]
For bulk operations:
Bulk Change (High risk)
24 changes
- Set percent complete to 50% on 24 activities under WBS 1.2
All changes are undoable (Ctrl+Z)
[Apply All] [Cancel]
Buttons
| Button | Appearance | Action |
|---|---|---|
| Apply / Apply All | Gradient button coloured by risk level | Executes all proposed changes |
| Cancel | Ghost border button | Rejects the proposal — adds "Action cancelled" to the conversation |
Action States
After you interact with a confirmation card, it transitions through states:
| State | Meaning |
|---|---|
| Pending | Waiting for your decision |
| Confirmed | You clicked Apply — changes are being executed |
| Executed | Changes applied successfully |
| Failed | Changes failed (error shown) |
| Rejected | You clicked Cancel |
Auto-Confirmed Operations
A few operations skip the confirmation step because they're non-destructive or part of a larger workflow:
| Operation | Why It's Auto-Confirmed |
|---|---|
| Project generation | Part of the AI Wizard review flow |
| Schedule import | Part of the guided import workflow |
| Quality check | Read-only analysis |
| Comparison | Read-only analysis |
Undoing AI Changes
All AI-applied changes go through the standard command system and are fully undoable:
- Press Ctrl + Z immediately after an AI change to reverse it.
- The undo stack includes the full context of the original state.
- Multiple changes from a single confirmation (e.g., bulk updates) are undone as a single operation.
Tips & Best Practices
- Read the summary carefully — especially for high and critical risk operations. The summary tells you exactly what will change.
- Check the estimated change count — if the AI proposes changing 500 activities when you expected 5, something is wrong. Cancel and rephrase your request.
- Cancel is safe — cancelling never modifies your schedule. You can rephrase and try again.
- Use Ctrl+Z liberally — if you approve a change and then notice something wrong, undo immediately.
- Review bulk operations in the grid — after applying a bulk change, check the Activities grid to verify the results.
Troubleshooting
| Issue | Solution |
|---|---|
| Confirmation card shows wrong activities | Cancel and be more specific with activity codes or WBS references. |
| "Action failed" after clicking Apply | Check the error message. Common causes: activity not found, invalid date format, WBS node not empty. |
| No confirmation card appeared | Some operations (quality checks, comparisons) are read-only and don't need confirmation. |
| Undo doesn't work | Ensure you haven't closed the schedule or refreshed the page since the change. |