Copilot for Project Management: Build an AI-Powered Budget Tracker and Forecaster (No Code Required)
48mIntermediate2025-02-18
Authors
Heather Severino
Globally recognized Trainer with over 23 years of experience
Course details
Discover how to leverage Microsoft 365 Copilot to build an AI-generated budget tracking and financial forecasting tool for your projects. This course, taught by project management expert, Microsoft MVP, and Microsoft Certified Trainer Heather Severino, guides you through how to build an accurate and reliable budget tracking and forecasting tool, step by step.
Learning objectives
Identify Microsoft 365 Copilot’s key features for project budget tracking and financial forecasting.
Describe the most important factors to ensure accurate budget tracking.
Explain the steps included in analyzing project risk and how risk can affect a project budget.
Outline the process for creating different project scenarios with Microsoft 365 Copilot insights.
Learning objectives
Identify Microsoft 365 Copilot’s key features for project budget tracking and financial forecasting.
Describe the most important factors to ensure accurate budget tracking.
Explain the steps included in analyzing project risk and how risk can affect a project budget.
Outline the process for creating different project scenarios with Microsoft 365 Copilot insights.
Skills covered
Microsoft CopilotProject Management SkillsAI Productivity ToolsArtificial Intelligence for BusinessProjectProject ManagementBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft
Concepts
Introduction
- Building an AI-Powered Budget Tracker and Forecaster with Copilot
- What to know about Copilot
- How Copilot prompting works
Defining the Project Budget
- Drafting a project budget tracker with the help of Copilot
- Calculating the budget variance
Identifying Project Risks
- Creating a project risk tracker with the help of Copilot
- Calculating a risk score with a Copilot instruction
- Applying conditional formatting with a Copilot prompt
- Sorting or filtering data with a Copilot instruction
- Analyzing project risks by asking Copilot questions
Tracking the Project Timeline
- Getting assistance from Copilot to create a project plan
- Calculating project total days with a Copilot instruction
- Measuring actual versus planned days with a Copilot prompt
- Determine task work days with a Copilot instruction
Forecasting the Project Budget
- Compare, summarize and forecast data with Copilot
Conclusion
- Exploring the Copilot Prompt Gallery
- Generating project content with Copilot