Skip to main content

AI Copilot — Narratives and DOCX Export

Time: ~10 minutes Level: Intermediate Applies to: Pro · Enterprise

What You Will Learn​

By the end of this tutorial, you will be able to:

  • Generate a full schedule narrative using the AI Copilot
  • Generate quality and comparison narratives
  • Export any narrative as a professionally formatted Word (DOCX) file
  • Understand the DOCX formatting and structure

Prerequisites​

  • A Kazinex account on the Pro or Enterprise tier
  • A schedule loaded with activities and a quality score calculated
  • A baseline marked if you want to generate comparison narratives (see Upload and Mark a Baseline)

Step 1 — Generate a Schedule Narrative​

Create a comprehensive programme narrative report.

  1. Open the AI Copilot panel (Ctrl+Shift+I).
  2. Type: "Generate a schedule narrative"
  3. Press Enter and wait 10-15 seconds while the AI writes the report.

What you should see: A multi-section narrative in the chat covering: Executive Summary, Project Overview, WBS Structure, Critical Path Analysis, Float Distribution, Progress Status, Resource Summary, and Milestone Outlook. The narrative reads as a professional consultant report.

Step 2 — Review the Narrative​

Read through the generated report before exporting.

  1. Scroll through the narrative in the chat panel.
  2. Check the data accuracy — dates, activity counts, and percentages should match your schedule.
  3. Note any sections that need adjustment or additional context.

What you should see: A well-structured report with headings, paragraphs, and data tables embedded in the text. The AI uses formal project management language.

Step 3 — Export as DOCX​

Download the narrative as a Word document.

  1. Type: "Export that as DOCX"
  2. Press Enter.
  3. A download begins within a few seconds.
  4. The file saves to your Downloads folder as a .docx file.

What you should see: A browser download notification. The file name includes the project name and a timestamp (for example, Villa_Complex_Schedule_Narrative_2026-06-08.docx).

Step 4 — Open and Review the DOCX​

Inspect the exported document.

  1. Open the downloaded .docx file in Microsoft Word, Google Docs, or LibreOffice.
  2. The document contains:
    • A title page with the project name and date
    • Formatted headings (H1, H2, H3) for each section
    • Tables where the narrative includes data summaries
    • Bullet lists for key findings
    • A4 page layout with professional margins
  3. Verify the formatting is clean and print-ready.

What you should see: A professionally formatted Word document that you can send directly to clients, contractors, or stakeholders.

Step 5 — Generate a Quality Narrative​

Create a narrative focused on schedule quality.

  1. Type: "Generate a quality narrative"
  2. Press Enter and wait for the AI to process.

What you should see: A report covering: Quality Score Summary, Category Breakdown, Failing Checks Analysis, Recommendations for Improvement, and Compliance Assessment. The narrative highlights the most significant quality issues.

Step 6 — Generate a Comparison Narrative​

Create a narrative about baseline variance.

  1. Ensure you have a baseline and current schedule marked.
  2. Type: "Generate a comparison narrative"
  3. Press Enter and wait for the AI to process.

What you should see: A report covering: Change Summary, Added/Deleted/Modified Activity Analysis, Schedule Drift, Cost Variance, Critical Path Impact, and Recommendations. The narrative describes what changed and why it matters.

Step 7 — Export the Comparison Narrative​

Download the comparison report as a Word file.

  1. Type: "Export the comparison narrative as DOCX"
  2. Press Enter.
  3. The file downloads to your Downloads folder.

What you should see: A .docx file containing the comparison narrative with the same professional formatting as the schedule narrative.

Step 8 — Generate a Progress Narrative​

Create a narrative about current progress status.

  1. Type: "Generate a progress narrative"
  2. Press Enter.

What you should see: A report covering: Overall Progress, Milestone Status, Activities Behind Schedule, Activities Ahead of Schedule, and Forecast. The narrative focuses on how the project is tracking against the plan.

Step 9 — Verify Your Outputs​

Confirm you can generate and export all narrative types.

  1. You generated a schedule narrative and exported it as DOCX.
  2. You generated a quality narrative.
  3. You generated a comparison narrative (with baseline).
  4. You generated a progress narrative.
  5. All DOCX files open correctly in Word with professional formatting.

What you should see: Four different narrative types, each exportable as a Word document. These documents are ready for client distribution.

What's Next?​

Troubleshooting​

IssueSolution
Narrative generation is slowComplex narratives take 10-15 seconds. Larger models (GPT-4.1, Claude Sonnet 4) produce better narratives but take longer.
DOCX download did not startCheck your browser's download settings. Some browsers block automatic downloads — look for a blocked download notification.
DOCX formatting is incorrectEnsure you are opening the file in a compatible application (Word 2016+, Google Docs, LibreOffice 7+).
Comparison narrative says "No baseline"Mark a baseline schedule in the Projects tab first. The AI cannot generate comparison narratives without a baseline.
Narrative content seems genericProvide more context in your prompt. For example: "Generate a schedule narrative focusing on the critical path and resource loading."