Skip to main content

AI Copilot — Generate a Project from Templates

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

What You Will Learn​

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

  • Trigger AI project generation from the Copilot or the AI Wizard
  • Describe your project and let the AI build the schedule
  • Review the generated WBS, activities, and relationships
  • Validate the generated schedule with a quality check
  • Export the generated schedule for use in other tools

Prerequisites​

  • A Kazinex account (any tier)
  • No existing schedule needed — the AI creates one from scratch

Step 1 — Start the Generation​

Ask the AI to create a new project.

  1. Open the AI Copilot panel (Ctrl+Shift+I).
  2. On the welcome screen, click the AI Wizard button, or type: "Generate a new project"
  3. Press Enter.
  4. The Copilot asks for details about your project.

What you should see: A prompt from the AI asking for project type, duration, and name — or you can provide everything in one statement.

Step 2 — Describe Your Project​

Give the AI enough detail to create a realistic schedule.

  1. Type: "Generate a 12-month residential project called 'Villa Complex Phase 1'"
  2. Press Enter.
  3. The AI selects the appropriate template and begins generating the schedule.
  4. Wait 15-30 seconds for the generation to complete.

What you should see: A progress indicator while the AI processes. The Copilot uses built-in project templates (residential, commercial, infrastructure, industrial, renovation, and mixed-use) to create realistic schedules.

Step 3 — Review the Generated WBS​

Examine the work breakdown structure the AI created.

  1. After generation completes, the new project loads automatically.
  2. Open the WBS tree in the left panel.
  3. Review the hierarchy — it typically includes phases like Mobilisation, Substructure, Superstructure, MEP, Finishes, External Works, and Commissioning.

What you should see: A multi-level WBS tree with realistic node names appropriate for a residential construction project. Each node has child nodes breaking down the work further.

Step 4 — Review the Generated Activities​

Check the activities and their durations.

  1. Open the Activities tab.
  2. Scroll through the activity grid.
  3. Review activity names — they should be specific and realistic (for example, "Install Roof Trusses", "First Fix Plumbing", "External Rendering").
  4. Check durations — the AI assigns realistic durations based on the template and regional productivity rates.

What you should see: A fully populated grid with dozens of activities. Each activity has a name, duration, calendar assignment, and WBS placement.

Step 5 — Review Relationships and the Gantt​

Verify the schedule logic.

  1. Look at the Gantt chart — dependency arrows connect activities in a logical sequence.
  2. Identify the critical path (red bars) running from start to finish.
  3. Verify that relationships make sense (for example, foundations before superstructure, superstructure before finishes).

What you should see: A logical Gantt chart with FS relationships forming a connected network. The critical path highlights the longest path through the project.

Step 6 — Review Milestones and Calendars​

Check key dates and work patterns.

  1. Look for milestone activities (zero duration) marking phase gates (for example, "Structure Complete", "Practical Completion").
  2. Check the calendar assignments — the AI creates a calendar matching the project region.
  3. Verify the project start and finish dates align with your 12-month timeframe.

What you should see: Milestone diamonds in the Gantt at key transition points. The project calendar follows the regional work pattern (for example, Sunday–Thursday for GCC, Monday–Friday for UK/US).

Step 7 — Run a Quality Check​

Validate the AI-generated schedule against industry standards.

  1. Open the Quality tab.
  2. Review the quality score.
  3. AI-generated schedules typically score 85+ out of the box because the templates include proper logic and durations.
  4. If any checks fail, use the Achieve a 90+ Quality Score tutorial to fix them.

What you should see: A quality score in the green range. Minor adjustments may be needed, but the fundamental logic should be sound.

Step 8 — Export the Generated Schedule (Optional)​

Save the schedule in a format for other tools.

  1. If you want to use this schedule in Primavera P6, type: "Export this schedule as XER"
  2. For Microsoft Project, type: "Export as MSPDI"
  3. The file downloads to your Downloads folder.

What you should see: A download of the schedule in the chosen format. You can now import it into P6, MS Project, or other scheduling tools.

Step 9 — Verify Your Generated Project​

Confirm the AI output meets your expectations.

  1. The WBS structure has at least 3 levels with realistic node names.
  2. Activities have appropriate durations and logical sequences.
  3. The Gantt shows a connected network with a clear critical path.
  4. Milestones mark key project phases.
  5. The quality score is 85 or above.

What you should see: A complete, professional project schedule generated entirely by AI, ready for refinement and real-world use.

What's Next?​

Troubleshooting​

IssueSolution
Generation takes too longComplex projects with large templates may take up to 30 seconds. If it exceeds 60 seconds, try again with a simpler description.
Generated WBS seems too simpleAdd more detail to your prompt: "Generate a 12-month residential project with separate WBS nodes for civil, MEP, and landscaping."
Durations seem unrealisticThe AI uses regional productivity rates. If they do not match your project, adjust durations manually after generation.
No relationships generatedThis is rare. If it happens, regenerate the project. The AI should always create a connected network.
Cannot export as XEREnsure the project has been fully generated before exporting. The export requires a complete schedule with calculated dates.