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Planner AI answers questions about your Planner items, such as what is overdue or how work splits by status. This guide is for MSP staff. An answer does not save an item, approve work or book a technician.

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Before you start

  • You need Manage Planner, and AI must be turned on for your MSP. Without both, the Planner AI button does not appear. Company users read the work shared with them in Read a Planner item.
  • Planner AI follows your company selector. Pick the company first when you want an answer about one company.
  • Planner AI can also propose changes, such as new items or date shifts. Those appear as cards you must apply. See Draft or change Planner items with AI.

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Ask a question

1

Open a Planner page

Open the timeline, List View, Templates or Analytics. The assistant is available on all of them.
2

Select the companies

Use the company selector at the top of the portal. With no company selected, the answer can cover the companies your account can access.
3

Open Planner AI

Click the floating Planner AI button on the right edge of the page. The assistant opens in a side panel.
4

Pick a starter or type your own question

Under Try one of these, choose Find overdue items, Status breakdown or High-value work, or type your own question. A starter fills the message box. It does not send.
Planner AI Find overdue items shortcut.

Choose Find overdue items to fill the message box. Review it, then send.

5

Send the message

Press Enter to send. Press Shift+Enter for a new line.
6

Check the answer

Read the companies, dates, statuses and totals in the answer before you use its figures.
Say the dates, statuses and archived items you need in the message. A timeline year, a table filter or a selected row does not carry into the question. When item titles are similar, include the company name. Changing the company selection starts a fresh conversation. Click Clear conversation to start over at any time.

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Questions to try

Replace the dates and companies with your own. A request to move a status, shift a date or create work is an edit request. It produces a proposal card. Nothing changes until you click Apply.

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Know what the answer covers

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Company scope

The selected companies are the starting scope. Naming a company in your message does not change the company selector. Select it first when you need a complete answer for that company.

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Archived items

Archived items are left out unless you ask for them. This differs from the Archived button in List View, which shows archived work only. Say whether you need active work, archived work or both.

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Due dates and creation dates

Use due for the planned completion period. Use created or added for when items entered Planner. A due-date range leaves out items with no due date, so check Unscheduled on the timeline for those. Overdue means the due date is before today and the status is not Completed or Cancelled. On Hold and Pending Approval items can be overdue. An item due today is not yet overdue. If another view differs, compare its date and status filters. For financial-year questions, give an explicit start and end date. Companies can have different year-ends.

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Examples and complete results

A list of items is capped at 50 by default and can reach 200, so even a long list may not show every match. Counts and totals cover all matching items, beyond the examples. Ask for the full matched count and whether the list is incomplete. Do not count the examples yourself.

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Estimates and costs

Hours are planning estimates, not booked capacity or time worked. Costs are estimates, not invoices. Keep one-time, monthly and annual amounts apart and check each company’s currency. Open the item to check its cost rows, files and linked records, because a short summary may not include every attachment or linked ticket. See Plan costs and hours and Read and export Planner Analytics.

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Troubleshooting

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Frequently asked questions

Click the floating Planner AI button on any Planner page. You need Manage Planner and AI turned on.
No. Only an applied proposal card changes an item.
No. They fill the message box.
No. State the statuses, dates and archived items in the question.
Not unless you ask for them.
A due date before today and a status other than Completed or Cancelled.
The item has no due date. Check Unscheduled or List View.
The list is capped. Ask for the full matched count.
No. They are planning estimates.
No. Try again or use the normal Planner views.