Plan with Project Architect

Project Architect turns project context into an editable delivery structure. It can start a new draft or load an existing project, generate phases and tasks, connect the right teams, model dependencies and show the plan as a board, timeline or predictive dashboard.

The generated result is a starting structure, not an automatic commitment. Every phase, task, role, duration, dependency and expense remains reviewable before the draft is activated.

1. 1
   Choose the project source

   Start a new draft or continue an existing project from Project source.

2. 2
   Select a direction

   Choose Marketing, Design, Development, Consulting, Strategy, Research, Operations, Mixed or let Architect infer the direction.

3. 3
   Add industry and goal

   Describe the intended outcome, market context, constraints and what must be true when the project succeeds.

4. 4
   Choose a start date

   The date anchors the generated schedule. It does not replace the project's sprint cadence or total duration.

5. 5
   Set collaboration context

   Choose the appropriate team setup and answer clarifying questions when the brief leaves important delivery decisions open.

6. 6
   Generate structure

   Architect creates typed phases, tasks, roles, dependencies and, where relevant, expenses for review on the board.

• Drag a task between phases or reorder it inside a phase; dependency lines update with the board.
• Select a phase to edit its title, description and duration or to add a task or expense.
• Select a task to edit its outcome, description, duration, phase, specialists, role hours and dependencies.
• Use Board tools to add phases, tasks, expenses and dependencies or to apply Auto layout.
• Use zoom controls for the board itself; opening or closing side panels does not change the plan data.
• Save draft preserves the editable plan without making it an active delivery commitment.

Find teams proposes staffing options from the brief. You can choose a ready option, attach one or several teams, inspect their members and then assign only relevant specialists or roles to each task.

When the project tracks hours or costs, the inspector shows the planned workload and modeled cost. When those capabilities are off, Architect removes those controls instead of inventing commercial data.

1. 1
   Review Team options

   Compare the proposed staffing paths before attaching a team.

2. 2
   Attach the required teams

   Teams on this project remain visible and can be expanded without breaking completed work.

3. 3
   Assign tasks deliberately

   Choose a specialist or role for each task and check workload concentration in Dashboard.

4. 4
   Confirm or request participation

   Own teams can be confirmed; external teams receive the appropriate project request before activation.

Choose Hybrid team when the project already has useful internal people but still lacks role coverage, specialist evidence, market experience, language fit or available capacity. This mode uses the same professional assembly engine as Teams Canvas, with the project brief and plan as additional evidence.

Start by attaching your own team. Architect locks those profile IDs, evaluates what they already cover and returns ranked standalone team variants containing the core plus only evidence-backed additions. It does not combine several AI variants or silently replace your people.

1. 1
   Select Hybrid team

   The team section first shows your saved teams because a real internal core is required.

2. 2
   Attach the core

   Choose one or more owned teams. Architect records their professionals as locked members for this staffing decision.

3. 3
   Generate or review the plan

   Add enough brief and task context for Architect to understand required outcomes and capabilities.

4. 4
   Find missing specialists

   Compare complete hybrid options ranked against the same project. Weak or unsupported gaps remain visible instead of being filled by unrelated profiles.

5. 5
   Apply one option

   Select the strongest single composition, edit role and workload assignments, then continue the normal request, save and activation flow.

Correct draft opens a controlled revision workflow. Add the change you need, define the target budget when commercial data is available, and generate targeted clarification questions for ambiguous corrections.

The revision keeps the existing project context. Review the changed board, timeline and Dashboard before saving or activating it.

1. 1
   Review Board metrics

   Check task count, phase structure, role coverage, duration and any modeled hours or costs.

2. 2
   Resolve critical risks

   Fix missing ownership, impossible dependency sequences and overloaded roles before sending requests.

3. 3
   Save the draft

   Give the draft a clear project title and preserve the reviewed structure.

4. 4
   Confirm teams or send requests

   Participation state remains visible in the project editor.

5. 5
   Activate deliberately

   Activation creates the working project boundary. Continue daily execution in Project Workspace.