You can interact with Copilot using natural language queries to retrieve key information from Financials Operations, covering Project, Timesheet and Purchase data.
Below we provide some examples of the types of questions you can ask to retrieve data.
Questions you can ask about projects
Can you list all projects over their [Sales, Cost, Resource] Budget
How many active projects do I have?
What projects have time waiting to be approved?
What projects have purchases waiting to be approved?
What is the actual spend on [Project]?
How many days are remaining on [Project]?
Which projects are trending over budget and by how much?
What is the [Sales, Cost, Resource] budget variance for [Project]?
I would like a list of projects with the highest resource budget. Show me the Project Code, Name, Budget, Time Logged and calculate the variance and show me this as a percentage in a table
Questions you can ask about timesheets
Have I logged all my time for this week?
Has my timesheet been approved?
What projects did I log time for last week?
How much time have I logged [time frame]?
How many timesheets do I need to approve?
How many days are remaining on [Project]?
Which projects are trending over budget and by how much?
How many pending timesheets are there [time frame]
How many timesheets are awaiting approval?
What is the total number of hours missing this week?
How many hours do I need to log [time frame]
Who has the most time to approve? And send a feed reminder
Show me who is missing time [time frame] and send a feed reminder
Questions you can ask about purchase requests
List all purchases to approve
What is the average time to approve purchase requests
What purchase requests have I raised [time frame]
Who is the approver for [PR No.] and can you send them a feed reminder
Tell me which approvers have Purchases to approve? And them a feed reminder