Navigate to Overview on the left side panel. Then select Bottlenecks.
Recommended view: Use a project management time or project management workflow-related view for the clearest PM-level results.
REMEMBER: Prepare Your Grid. This is the single most important step. Ask AI works best when your grid is filtered down to the data that is relevant to your question.
Apply workflow status filters (for example, exclude Closed and Completed work orders if you only want active work)
Set any relevant date ranges
Choose the grid view that best matches your analysis goal
Remove records that are incomplete or not relevant (for example, work orders with no assigned project manager, or projects with zero estimated cost)
A broad, unfiltered dataset can produce empty results, misleading output, or cause Ask AI to get stuck on the first step of your analysis.
Example Prompts for the Bottleneck Report
PM workload analysis:
"Which project managers are overloaded? Who has capacity to take on additional work?"
Ask AI will use labor hours and revenue as proxies for workload and recommend where work could be redistributed.
Role assignment warning: People appear in this report based on their assigned role in INNERGY. If someone is tagged as Project Manager or Estimator but is not actively managing projects, their data will be included. Make sure roles are assigned correctly before drawing conclusions from this analysis.
Example Prompts for Job Costing
Budget performance by PM:
"Summarize projects that were under budget. Break the results down by project manager."
Results will show total projects, under-budget count, over-budget count, and percentage for each PM. Output can be copied to the clipboard, pasted into Teams or email, or downloaded as an XLS file.
Refinement Tips
· Exclude projects with no PM assigned
· Limit to specific PMs or date ranges for cleaner output
Built-In Prompt Types
Ask AI includes several default prompt templates to get you started quickly:
Prompt Type | Best Used For |
Post-Mortem Analysis | Reviewing closed projects for estimating and process improvements |
Mid-Mortem Analysis | Evaluating an in-progress project to check if it is on track (requires actual critical date data) |
Additional default prompts are available inside the Ask AI panel depending on the grid you are in.
Conversation Controls
Control | What It Does |
New Conversation | Clears the current session and starts fresh |
History | Shows previous prompts and outputs from the same grid |
Use History to revisit a successful prompt or learn from attempts that did not produce useful results. Prompting is iterative — do not be discouraged if your first attempt needs adjustment.
Tips for Better Results
Filter first, then ask. Narrow your dataset before writing your prompt.
Define your business logic. Tell Ask AI what "complete," "at risk," or "under budget" means for your organization.
Start specific. A focused prompt on one question tends to outperform a broad, open-ended one.
Rephrase if needed. If Ask AI returns empty or unclear results, adjust the prompt or broaden the filter and try again.
Give feedback. Use the thumbs up/thumbs down buttons inside Ask AI to help improve the model over time.
Important Limitations
Data quality matters. Ask AI depends entirely on the quality and completeness of your data. Incomplete records, missing dates, or incorrect role assignments will affect the accuracy of results.
· Ask AI is INNERGY's own solution and is not connected to an external large language model.
· The feature is actively evolving. Customer feedback directly influences future improvements.
Have a prompt that works well for your team? Share it with us — it may be added to the default prompt library.