Guided Project Management Templates

Project Sensai – Guided Builders for Project Managers

Turn blank pages into structured project artifacts. Project Sensai walks you through business cases, project charters, discovery, and project plans—step by step.

Business case builder Project charter builder Discovery & process guides Risk, resource, change & quality plans
Start with Project Sensai Build a complete set of project documents in one workspace.
Watch how Project Sensai on PerchBase walks project managers through guided templates for business cases, project charters, discovery, and project plans.

In this overview, we walk through Project Sensai inside PerchBase. You’ll see how each guided template asks targeted questions to build your business case, project charter, discovery notes, and management plans for risk, resources, change, and quality. Instead of wrestling with blank documents, Project Sensai turns your answers into structured project artifacts you can share with sponsors, teams, and stakeholders.

What Is Project Sensai?

Project Sensai is your guided project-management assistant inside PerchBase. Instead of staring at a blank document, you step through structured questions and prompts that build out your project artifacts as you go.

Every module is designed for real-world project managers—helping you capture the “why” behind the project, align stakeholders, and document the plans you need to execute with confidence.

Key Project Sensai Modules

Use Project Sensai to create the core documents every project needs:

  • Business Case Builder: Clarify the problem, options, benefits, and ROI so decision-makers can say “yes” with confidence.
  • Project Charter Builder: Define scope, objectives, stakeholders, and success criteria in a guided flow.
  • Discovery Templates: Structured prompts to uncover requirements, constraints, and assumptions before execution.
  • Project Plan Builders: Create risk, resource, change, and quality management plans with targeted questions instead of open text boxes.
  • Process Group Walkthroughs: Step-by-step guides aligned to project phases and process groups so nothing important is missed.

Why Project Managers Rely on Project Sensai

  • Start faster with guided prompts instead of building every document from scratch.
  • Reduce rework with clearer requirements and better alignment from day one.
  • Standardize documentation across projects and teams with consistent structure.
  • Make audits, handoffs, and stakeholder reviews easier with well-organized outputs.

How Project Sensai Fits into PerchBase

Project Sensai lives alongside the rest of your PerchBase tools. Use it to generate the core project documents that power the rest of your workspace.

  • Share your business case and charter in your Bases for collaboration and feedback.
  • Pair your Project Sensai outputs with project pipeline analysis and Gantt views to visualize delivery.
  • Use Chirps to provide human video updates on the plans you’ve created in Project Sensai.

How to Get Started with Project Sensai

  1. Create a PerchBase account or log in.
  2. Open the Project Sensai area from your PerchBase dashboard.
  3. Choose a module: business case, charter, discovery, or project plan builder.
  4. Answer the guided questions—Project Sensai builds the document as you go.
  5. Export, share, or refine your outputs with your team in PerchBase.

Give Every Project a Strong Start

Project Sensai helps you move from “I know what needs to be done” to “I have the documents to prove it.” With guided templates for all the critical artifacts, you’ll spend less time formatting and more time leading your projects to successful outcomes.