AI in practice

A working guide to using an AI assistant in a project manager's week, written for the chapter's members. Concepts first; what each assistant calls them second.

The guide

  1. Start here

    Most people tried an assistant once, signed out, in a browser tab, and got the worst version of it. What changes when you sign in, use the app and give it your files.

    Start heresettingsbefore / after6 min
  2. Context

    It has read the internet. It has not read your project. The one idea that separates useful answers from generic ones, and the documents you already own that supply it.

    checklistbefore / after5 min
  3. Four ways to ask

    The vendors use four words for four different things. One table, one analogy each, and the one-project-per-project rule.

    tablechecklist6 min
  4. Ten everyday jobs

    The page to bookmark. Each job with the before and the after, the prompt to copy, what to give it, and what you still check yourself.

    ten cardsprompts9 min
  5. What never goes in

    You hold the client’s contract, the team’s salaries and the tenant’s personal data. The red list, the law in one paragraph, and the thirty-second anonymiser.

    red listthe law6 min
  6. Trust, but check

    The assistant is a confident junior who never says “I don’t know”. Where it fails, the five-line check, and when not to use it at all.

    five-line check4 min
  7. PMBOK and PMI

    The ten jobs mapped to the PMBOK Guide’s performance domains, and the AI material PMI already offers a member, dated.

    tablesources5 min

12 prompts

Prompt library

Every prompt from the ten jobs, filterable, with a copy button.

10 questions

Self-check

Ten situations, four options each, in the exam trainer’s format. Two minutes; send it to your team.

5 so far

The weekly question

One question a week, one best answer, and the page that explains it.

This week

The weekly AI question ·

Free for the tender

A team member offers to run the sixty-page tender document through their personal free account this evening and bring the summary tomorrow. What is the problem?

Pick one, then show the answer

Answer revealed. The best answer is B. Two: the tender is usually confidential, and a free account is not for work.

See more info

Best answer

BTwo: the tender is usually confidential, and a free account is not for work.

Free tiers are for learning, not for work: less room for your material, fewer or no projects, tighter limits, and no contract with your employer behind them. For work documents the order is: is it allowed out at all; if so, the employer's tool; if there is none, a paid plan under an agreement - and never a personal free account with the client's tender in it.

Why, option by option

  1. AIt is not under the company's contract, and the tender is the kind of document that most often cannot leave the building at all. Same product, different agreement, different rules.
  2. BBoth halves matter. The confidentiality question comes first and may end the conversation; if the document is allowed out at all, the place for it is the employer's tool or a paid plan under a contract, with room for a document that size.
  3. CA paid personal plan buys room and features; it does not buy the employer's agreement, and it does not answer whether the tender may be shared at all.
  4. DWhen it is done changes nothing about where the document went.

Read why: What never goes in

A new question every Monday.Earlier questions

Myth or fact

  • MythIt will replace project managers.

    Fact

    It drafts. It does not own the outcome, hold the relationship or sign the report. The judgement, and the name at the bottom, stay yours.

    Trust, but check
  • MythIt knows my project.

    Fact

    It knows what is in front of it in this conversation and nothing else. Give it the charter and it knows the charter.

    Context
  • MythIt is private because I did not log in.

    Fact

    Signed out is the state with the fewest data controls, not the most. Sign in, check the two settings, and use a temporary chat for one-offs.

    Start here
  • MythIt never makes up sources.

    Fact

    It will cite a PMBOK section that does not exist, in a confident voice. Open every quote before it leaves your hands.

    Trust, but check
  • MythThe free version is fine for work.

    Fact

    The free tiers are for learning. For work material the tool under your employer’s contract, or a paid plan, is the one: more room for your documents, projects, and no shared-account surprises.

    What never goes in
  • MythI need to learn prompt engineering.

    Fact

    You need to say who is asking, who is reading, what you want back, and to attach the documents. That is a paragraph, not a discipline.

    Four ways to ask
  • MythUsing it is cheating.

    Fact

    The Code of Ethics has no AI exemption and no AI prohibition. The report is yours either way; what it asks is that you check it and stand behind it.

    Trust, but check
  • MythMy company’s Copilot is the same as ChatGPT.

    Fact

    Same idea, different contract. The employer’s tool sits under the employer’s agreement, which is exactly why it is the one for work material.

    What never goes in

What each assistant calls it

Five concepts, four names each
ConceptChatGPTClaudeGeminiMicrosoft Copilot
A folder that remembersProjectProjectGemAsk your IT team
Standing preferencesCustom instructionsPreferences and project instructionsInstructions in a GemAsk your IT team
Remembering you across chatsMemoryCheck the settingsDepends on the accountAsk your IT team
A chat kept apartTemporary ChatIncognito chatDepends on the accountAsk your IT team
A repeatable procedureProject instructionsSkillsA Gem with instructionsAsk your IT team

Names change; the concepts do not. Where an assistant is provided by an employer, the answer depends on how the organisation set it up, which is why the table says to ask your IT team.

Ten questions, two minutes

The self-check, in the exam trainer's format. See where you stand, then send it to your team.

Take the self-check

Last checked by Petar Trajchevski. Product names and settings paths were walked through on that date; the concepts do not move. Report a change