What is AutoPM on PerchBase?

AutoPM is a project plan analysis tool that reviews your uploaded CSV schedule to highlight overdue work, upcoming milestones, schedule risks, and possible capacity issues.

What file format does AutoPM accept?

AutoPM is designed for CSV exports from common project planning tools. If headers vary, you can map your columns during upload.

What insights does AutoPM generate?

AutoPM surfaces overdue tasks, upcoming work windows, schedule slippage signals, dependency-related risks, and potential resource overload indicators.

Who should use AutoPM?

Project managers, program managers, PMO teams, and delivery leads who need a fast schedule health check and clear next steps.

Can I export the report?

Yes. AutoPM is designed to produce an exportable summary you can share with stakeholders.

PerchBase Feature

AutoPM – Project Plan Analysis Report Generator

Upload a CSV project plan and get a schedule health report with actionable next steps.

AutoPM project plan analysis demo showing how CSV schedules and Gantt plans are analyzed for risk, delays, and resource conflicts.

CSV upload Overdue & upcoming work Schedule & capacity signals

This page introduces AutoPM (Schedule Assist) on PerchBase. Upload your project plan CSV and AutoPM will highlight overdue tasks, near-term milestones, schedule risks, and potential resource overload so you can focus your next status update on what matters.

What Is AutoPM?

AutoPM is a project plan analysis tool that turns a CSV schedule export into an easy-to-read report. It helps you quickly understand schedule health and identify where follow-ups are needed.

Instead of manually scanning a plan, AutoPM flags issues and organizes insights into sections you can share with sponsors, stakeholders, and your team.

What AutoPM Looks For

Overdue tasks and work that appears stalled.
Upcoming milestones and near-term workload hotspots.
Schedule risk signals like slipping finish dates or tight buffers.
Capacity clues that suggest resource overload (based on assignments and timing).
No Missing critical details in the haystack of a project plan.

Use Cases

Weekly schedule health checks before status reporting.
Executive rollups for “what’s at risk” and “what needs attention.”
Rapid triage when inheriting a plan or joining a program mid-flight.
Prepping for steering committees, sponsor reviews, and risk discussions.

How to Use AutoPM on PerchBase

Create a PerchBase account or log in.
Open AutoPM from your dashboard or tools page.
Upload your CSV project plan export.
Map columns if needed (Task, Start, Finish/Due, Owner/Resource, Status).
Review the report and export/share your summary.

Pair AutoPM with Your Other PerchBase Tools

Use AutoPM alongside Project Sensai to connect plan findings to your project charter and business case. If risks emerge, capture them in your Risk Management Plan.