{"id":22171,"date":"2025-09-18T11:06:38","date_gmt":"2025-09-18T05:36:38","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=22171"},"modified":"2026-02-10T22:12:33","modified_gmt":"2026-02-10T16:42:33","slug":"intelligent-planning","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/intelligent-planning\/","title":{"rendered":"Intelligent Planning &#8211; Create a Project using File Uploads"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Getting Started with Intelligent Planning in Nimble\" src=\"https:\/\/player.vimeo.com\/video\/1163470036?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 100%; text-align: left;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"text-align: left; line-height: 10px;\"><a href=\"#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left; line-height: 10px;\"><a href=\"#Planning\">Why Use Intelligent Planning<\/a><a href=\"#nav\"><\/a><\/p>\n<p style=\"text-align: left; line-height: 10px;\"><a href=\"#hiw\">How It Works<\/a><\/p>\n<p><a href=\"#eg\" data-faitracker-click-bind=\"true\">Example: Request for Proposal<\/a><a id=\"Overview\"><\/a><a href=\"#eg\" data-faitracker-click-bind=\"true\"><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 data-pm-slice=\"1 1 []\">Overview<\/h2>\n<p>Starting a new project often means sifting through proposals, contracts, or requirement specifications and then manually creating tasks in the system. This process takes hours and can still miss important details.<\/p>\n<p><strong>Intelligent Planning in Nimble<\/strong> changes that. Powered by AI, it doesn\u2019t just extract data \u2014 it reads, understands, and intelligently plans your project. By uploading documents through <strong>Nimble Buddy<\/strong>, you instantly get a structured plan that reflects your project\u2019s background, goals, objectives, scope, timelines, and even budgeting details.<\/p>\n<p><strong>Note:<\/strong> Intelligent Planning is available as part of the <strong><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/ai-agents-in-nimble-your-intelligent-work-companions\/\" rel=\"noopener\">AI-Agent add-on<\/a>.<\/strong> To use this feature, your organization must purchase the add-on.<a id=\"Planning\"><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22732\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/IP_Advance_options_9.2.gif\" alt=\"Create a Project using File Uploads\" width=\"800\" height=\"431\" \/><\/p>\n<h2 data-pm-slice=\"1 3 []\">Why Use Intelligent Planning<\/h2>\n<ul data-spread=\"false\">\n<li><strong>Reduce manual effort<\/strong>: Skip repetitive setup work and eliminate the need for manual interpretation of lengthy documents.<\/li>\n<li><strong>Improve accuracy<\/strong>:\u00a0 <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/license-management-overview\/\" rel=\"noopener\">Nimble Buddy<\/a> <span style=\"font-weight: 400;\">highlights scope and requirements directly from your files, reducing the risk of missing hidden clauses or dependencies.<\/span><\/li>\n<li><strong>Faster onboarding<\/strong>: Move from documentation to Execution in minutes, not days.<\/li>\n<li><strong>Smarter planning<\/strong>: The system doesn\u2019t just extract data <span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">\u2014 it understands project intent (goals, objectives, timelines) and structures them into usable cards.<a id=\"hiw\"><\/a><\/span><\/span><\/li>\n<li><strong>Better collaboration<\/strong>: <span style=\"font-weight: 400;\">AI-generated cards ensure every team member starts aligned on what needs to be done.<\/span><\/li>\n<\/ul>\n<h2 data-pm-slice=\"1 1 []\">How It Works<\/h2>\n<ol>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">From an exiting project or create a project using the <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/add-project-overview\/\" rel=\"noopener\"><strong>ADD<\/strong> <\/a>option, and go to <strong><strong>Plan &gt; Intelligent Planning.<\/strong><\/strong><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Click <strong>GET STARTED<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22735 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project.png\" alt=\"Upload documents to a project \" width=\"4528\" height=\"2338\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project.png 4528w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-300x155.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1024x529.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-768x397.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1536x793.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-2048x1057.png 2048w\" sizes=\"(max-width: 4528px) 100vw, 4528px\" \/><\/li>\n<li>Upload your files ( drag and drop, or use the <strong>+<\/strong> icon).<b><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22740 \" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-1024x627.png\" alt=\"Upload documents to a project\" width=\"863\" height=\"528\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-1024x627.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-300x184.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-768x471.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-1536x941.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.44-PM-2048x1255.png 2048w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/b><b><br \/>\n<\/b><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Review the attachments list and click <strong>NEXT<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22741 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM.png\" alt=\"Upload documents to a project\" width=\"2432\" height=\"1490\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM.png 2432w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM-300x184.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM-1024x627.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM-768x471.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM-1536x941.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.12.59-PM-2048x1255.png 2048w\" sizes=\"(max-width: 2432px) 100vw, 2432px\" \/><\/li>\n<li aria-level=\"1\">\u00a0Select your Processing Type <em>(Shown only when the project is created using IT templates)<\/em>:\n<ol>\n<li style=\"list-style-type: none;\">\n<ol style=\"list-style-type: lower-alpha;\">\n<li aria-level=\"1\"><strong>Basic \u2013<\/strong> Displays a simple, flat list of card types without hierarchy.<\/li>\n<li aria-level=\"1\"><strong>Advanced \u2013<\/strong> Displays card types in a parent\u2013child structure, such as Theme \u2192 Epic \u2192 User Story. The next screen updates based on the option you choose.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22929 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM.png\" alt=\"\" width=\"2648\" height=\"1418\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM.png 2648w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM-300x161.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM-1024x548.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM-768x411.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM-1536x823.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-3.35.30-PM-2048x1097.png 2048w\" sizes=\"(max-width: 2648px) 100vw, 2648px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>If <strong>BASIC<\/strong> is selected:<span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol style=\"list-style-type: lower-alpha;\">\n<li aria-level=\"1\">Nimble Buddy analyzes the files and suggests card types.<br \/>\n<strong>Note:<\/strong> Suggestions are limited to card types available in the selected project template.<\/li>\n<li aria-level=\"1\">Select the card types you want to use for generating cards.<\/li>\n<li>If required, use the <b>6-dots icon<\/b> to rearrange priority order (this defines how outputs are generated).<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Click<strong> SUBMIT<\/strong>\u00a0to review the <strong>AI-generated cards<\/strong> (with due dates and priorities).<img loading=\"lazy\" decoding=\"async\" class=\" wp-image-22739 alignnone\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-1024x627.png\" alt=\"Upload documents to a project\" width=\"757\" height=\"463\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-1024x627.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-300x184.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-768x471.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-1536x941.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Upload-documents-to-a-project-1-2048x1255.png 2048w\" sizes=\"(max-width: 757px) 100vw, 757px\" \/><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Edit the generated tasks as needed such as Planned Start, Planned Finish or Due Date.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Select the cards you want, regenerate if needed, and click <strong>INSERT<\/strong> to add them to your project.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22744 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-1024x627.png\" alt=\"Upload documents to a project\" width=\"1024\" height=\"627\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-1024x627.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-300x184.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-768x471.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-1536x941.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.17.06-PM-1-2048x1255.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\"><a id=\"ADVANCED\"><\/a>The created cards will appear in their respective card listing or on the Board.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22745 size-full alignnone\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM.png\" alt=\"\" width=\"2432\" height=\"634\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM.png 2432w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM-300x78.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM-1024x267.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM-768x200.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM-1536x400.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.23.24-PM-2048x534.png 2048w\" sizes=\"(max-width: 2432px) 100vw, 2432px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>If <strong>Advanced<\/strong><strong>\u00a0<\/strong>and <strong>Gantt planning &amp; scheduling<\/strong>\u00a0is selected:\n<ol>\n<li style=\"list-style-type: none;\">\n<ol style=\"list-style-type: lower-alpha;\">\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">The screen shows <strong data-start=\"879\" data-end=\"921\">card types in a parent\u2013child hierarchy<\/strong>.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Up to five levels are displayed: Level 1: Theme (default), Level 2: Epic (default), Level 3: User Story (default), Levels 4 and 5: Optional.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">You can change any level using the dropdown list.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">At least one level must be selected to continue.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">\u00a0Click<strong> SUBMIT<\/strong>\u00a0to review the <strong>AI-generated cards<\/strong> (with Planned Start and Finish).<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-22746 aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM.png\" alt=\"Upload documents to a project\" width=\"2432\" height=\"1486\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM.png 2432w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM-300x183.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM-1024x626.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM-768x469.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM-1536x939.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.27.34-PM-2048x1251.png 2048w\" sizes=\"(max-width: 2432px) 100vw, 2432px\" \/><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Edit the generated tasks as needed such as Planned Start, Planned Finish or Due Date.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Select the cards you want, regenerate if needed, and click <strong>INSERT<\/strong> to add them to your project.<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22747 size-full aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM.png\" alt=\"Upload documents to a project\" width=\"2432\" height=\"1486\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM.png 2432w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM-300x183.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM-1024x626.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM-768x469.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM-1536x939.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-11-18-at-3.37.52-PM-2048x1251.png 2048w\" sizes=\"(max-width: 2432px) 100vw, 2432px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>If <strong>Advanced<\/strong><strong>\u00a0<\/strong>and <strong>Gantt planning &amp; scheduling<\/strong>\u00a0is selected:\n<ol>\n<li style=\"list-style-type: none;\">\n<ol style=\"list-style-type: lower-alpha;\">\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">No hierarchy configuration step is shown. Intelligent Planning automatically interprets the document&#8217;s structure and builds a task hierarchy for you.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">You are taken directly to AI generation for task extraction and timeline creation.<\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Edit the generated tasks as needed such as Planned Start, Planned Finish or Due Date.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22933 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-1024x484.png\" alt=\"\" width=\"1024\" height=\"484\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-1024x484.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-300x142.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-768x363.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-1536x726.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2-1-2048x968.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li data-pm-slice=\"1 1 [&quot;ordered_list&quot;,{&quot;spread&quot;:false,&quot;startingNumber&quot;:1,&quot;start&quot;:5210,&quot;end&quot;:5602},&quot;regular_list_item&quot;,{&quot;start&quot;:5210,&quot;end&quot;:5258}]\">Select the tasks you want, regenerate if needed, and click <strong>INSERT<\/strong> to add them to your project.<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22932 size-large aligncenter\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-1024x548.png\" alt=\"\" width=\"1024\" height=\"548\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-1024x548.png 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-300x161.png 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-768x411.png 768w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-1536x823.png 1536w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2025\/09\/Screenshot-2025-12-09-at-4.00.37-PM-2048x1097.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><strong>Notes:<\/strong><\/p>\n<ul>\n<li>Intelligent Planning won\u2019t replace your judgment \u2014 always validate the AI-generated plan against your project goals.<a id=\"eg\"><\/a><\/li>\n<li>Once you leave the Intelligent Planning screen, history is not saved.<\/li>\n<\/ul>\n<h2 data-pm-slice=\"1 1 []\">Example: Request for Proposal (RFP)<\/h2>\n<p>Uploading an RFP document to Intelligent Planning may result in:<\/p>\n<ul>\n<li><strong>Project scope:<\/strong> Develop a new mobile app<\/li>\n<li><strong>Objectives:<\/strong> Deliver within 3 months, ensure scalability<\/li>\n<li><strong>Budget considerations:<\/strong> Extracted from the proposal<\/li>\n<li><strong>Timeline hints:<\/strong> Submission by end of Q2, delivery by Q4<\/li>\n<\/ul>\n<p>Based on this, Nimble may suggest tasks such as:<\/p>\n<ul>\n<li>Review client requirements<\/li>\n<li>Identify key deliverables<\/li>\n<li>Draft technical proposal<\/li>\n<li>Estimate project cost and timeline<\/li>\n<li>Assign stakeholders<\/li>\n<li>Prepare client presentation<\/li>\n<\/ul>\n<p>The project manager can refine, remove, or regenerate tasks. Within minutes, the RFP is transformed into a living project plan inside Nimble.<\/p>\n<p>RFP is just one example \u2014 Intelligent Planning works with <strong>contracts, Statements of Work (SOWs), and requirement specifications <\/strong>as well.<\/p>\n<p><strong>With Intelligent Planning, you go from documents to actionable project plans in minutes \u2014 smarter, faster, and more confidently than ever before.<\/strong><\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"22171\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/intelligent-planning\/\" data-post-title=\"Intelligent Planning &#8211; Create a Project using File Uploads\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"22171\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/intelligent-planning\/\" data-post-title=\"Intelligent Planning &#8211; Create a Project using File Uploads\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":4,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22171"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=22171"}],"version-history":[{"count":72,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22171\/revisions"}],"predecessor-version":[{"id":23364,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/22171\/revisions\/23364"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=22171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}