Hi @Nee, I’ve received an update from our PMs regarding your question on status updates. Here is what they’ve said:
Portfolio smart status will actually consider the status updates of projects contained within that portfolio when generating an output; however, this consideration will not always make it into the final output for a few reasons:
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The project status update must have occurred within the date range that the portfolio’s status update is generating over. * For example, if the portfolio status update covers July 15th - Aug 1st, but the latest project status update is on July 14th, it won’t be considered.
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If the portfolio contains many projects and all of them are being considered as part of the portfolio update, it will be harder for the AI to pick out status reports, and it will often defer more to mentioning important task-level activities.
That said, it helps to have user guidance in the draft smart summary request that asks the output to specifically mention project-level status updates. You can use, for example, this prompt: “Discuss any recent status updates for projects, and whether those status updates indicate whether the project is on track, at risk, or off track.”
I hope this helps! 