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Projects

Note: The information on Projects is only valid for up to version 2.11 – The help article will be updated soon with details for version 2.12+ soon.

With Blue Edge AI, you can setup “Projects”, these are pre-configured templates that contain your tender questions, win themes, and tone of voice settings. They save time by allowing you to quickly select relevant questions when using AI tools, rather than manually typing them each time.

Some AI Tools will prompt you to choose a project you are working on – this is option but having projects setup for your users will save them time and make the AI Tools more powerful. One of the main uses for Projects is to pre-populate the tender questions into the system for your users to have access to when running the AI Tools.

Note the “Project question to reference” below.

 

Creating and Managing Projects

You will need a “Project Manager” role to access these options.

Click “New Project” on the left side. You can now enter a name for the project.

Once created you can edit any of the project settings. this includes:

  • Selecting an Icon
  • Changing the name
  • Adding a description
  • Limiting access to the project
  • Adding a project Tone of Voice
  • Adding Project Win Themes

These settings will be used by the AI Tools to help create results.

Adding Sections and Questions

You can create Project Sections using these options, simply click “Add Section” to create sections. These are to help organise your Project Questions. We recommend using similar sections to the tender documents, for instance “Commercial” or “Programme Management”. Note you do not require sections in order to use projects, but it helps.

You can edit existing sections or remove them using the options on the right side of a section name.

Below these you can now add your questions. Here you can pre-populate the project with the tender questions.

Click “Add Question” and fill in the information. Once added you can view and edit them in the project settings interface. A user will be able to select the questions when using the AI Tools and can view the question wording.

Project Document Collections

You can select document collections that are relevant to this project – these will then highlight when a user selects a Project.