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# PPM Aviator

PPM Aviator provides AI‑driven assistance within Project and Portfolio Management Center (PPM), enabling users to interact with PPM through conversational AI, automate project tasks, and generate intelligent recommendations. It integrates PPM with leading Large Language Model (LLM) providers such as Google Vertex AI and OpenAI using the Model Context Protocol (MCP).

In this topic:

## Feature overview

PPM Aviator supports AI-powered features through a conversational chatbox interface:

Feature | Description
--- | ---
Conversational AI assistant | Interact with PPM using natural language prompts through the Aviator chatbox. Ask questions about PPM capabilities, request information, and perform tasks conversationally. The AI provides interactive previews and confirmation dialogs before executing actions.
Project creation | Create projects by providing details such as project name, region, project type, and duration through conversational prompts. Aviator automatically requests any missing required information.
Work plan task management | Add and manage tasks in work plans using AI assistance. Request AI-generated task recommendations based on project context and scope. Refine task lists through follow-up prompts to adjust phases, milestones, and task details.
Staffing profile and position creation | Create staffing profiles and positions through guided AI interactions. Aviator can analyze project requirements and recommend appropriate positions with relevant roles aligned to project timelines.
Resource recommendations | Request AI-generated recommendations for available resources that match staffing position requirements. Aviator evaluates resource availability and role suitability to suggest appropriate assignments.
Risk prediction and creation | Ask AI to predict potential risks based on project characteristics, nature, and fixed timelines. Aviator generates risk assessments with appropriate severity levels and probabilities. Refine predicted risks through conversational prompts before adding them to the project.

Available from version 26.3:

- The Aviator panel supports additional interactions such as expand, refresh chat, close, and reopen to continue working with prompts in context.

- During tool execution, Aviator shows Execution is in progress. For supported actions, a Stop button is available so you can stop execution before completion.

- The prefilled PPM risk analysis skill rules can be updated in the AA assistant skills configuration page for project risk analysis, and changes can be reverted when needed. For details, see (Optional) Configure AA assistant skills for project risk analysis.

## Supported models

PPM Aviator currently supports the following models:

Available from version 26.3:

- Open AI Text Model: gpt-4.1

- Open AI Vision Model: gpt-4.1

Available from version 26.2:

- Google Vertex Text Model: gemini-2.5-pro

- Google Vertex Vision Model: gemini-2.5-flash

Note: PPM Aviator currently supports English-only interactions.

## Admin and business use cases

The Enable new features toggle at the top of the Aviator pane controls which capabilities are available. Only one capability set is active at a time.

### Toggle OFF: Admin use cases

- Summarize requests and build runtime charts using request details (limited to charts supported by the PPM charting library).

- Create self-service portlets in portfolios.

- Create request types and their layouts using image/text files.

### Toggle ON: Business use cases

- Project creation.

- Work plan and task management.

- Staffing profile and position creation.

- Resource recommendations.

- Risk prediction and risk creation.

## Prerequisites

For MCP server setup and configuration steps, see Set up an MCP Server.

Before enabling PPM Aviator, ensure the following environment settings:

- Your environment can access a supported LLM provider.

- Required authentication credentials (service account JSON or API key) are available.

- For production environments, the PPMAviatorProduction hotfix is installed. Submit a Support request and mention the hotfix name.

- For development environments, you may optionally use development‑only parameters.

## Accessing PPM Aviator

After setting up PPM Aviator, access Aviator using:

- Aviator icon. This is displayed in the PPM user interface after you enable the feature toggle.

- Aviator chatbox. Click the Aviator icon to open a conversational interface where you can interact using natural language prompts.

## Example use cases

PPM Aviator can assist with tasks such as:

- "What can you do in PPM and what version-specific features are available?"

- "Onboard a new project cloud migration digital channels with 10 months duration starting from <date>."

- "Provide a detailed work plan with phase-wise tasks and milestones aligned to the project timeline."

- "Refine the generated work plan by adjusting phases, timelines, and task details for a 10-month delivery window."

- "Provide the required staffing positions with relevant roles, aligned as per the project timeline."

- "Recommend available resources for the staffing positions of this project."

- "Based on the nature of the project and fixed timelines, suggest risks associated with the project."

- "Update the risk 'performance bottleneck' with revised level and probability."

Tip: For a ready-to-use set of prompts, see Example prompts for PPM Aviator.

## Model selection tips

When choosing a model, keep the following in mind:

- Choose a model that aligns with performance, cost, and complexity needs.

- Higher‑capacity models provide richer outputs but may cost more.

- Lighter models may be suitable for frequent or latency‑sensitive operations.

Note: PPM is currently designed to integrate with an organization's own proprietary LLMs, giving enterprises full control over data handling, security, and compliance within their environments. As a result, aspects such as user interaction quality, LLM-generated responses, reasoning capability, and tokenization behavior are entirely dependent on the specific LLM selected and configured by the organization. These considerations fall outside the core PPM context and are governed by the capabilities of the integrated LLM.

## Project-level AA chips

Available from version 26.3: Aviator provides project-level AA chips such as Summarize project, Create work plan, and View staffing.

When you click an AA chip, Aviator pulls corresponding data from the current project and presents it in the chat response.

AA chips are project-contextual. The available chips can change by project type, project category, and project work plan, so they are not static across projects.

## See also

- Set up an MCP Server
- Example prompts for PPM Aviator

https://admhelp.microfocus.com PPM 8942
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