Skip to main content
You are here: Portfolio Planning

Kiplot AI

Kiplot AI is built to help you better understand and manage your portfolio data. It analyzes the information already in your Kiplot account — such as delivery details, resource plans, and financial reports — to surface insights, and suggest improvements.

Kiplot AI is designed to support your decision-making — not replace it. It will either provide recommendations for you to review or clearly ask for your permission before making any changes. You remain fully in control, with the final say on all updates and actions.

Kiplot AI does not learn from or train on your data. Your data remains private and is used only to generate insights within your own account. It is never used to retrain or improve the AI system and is not shared with LLM model providers.

Permissions

You need to speak to your Account Manager to enable Kiplot AI for your portfolio.

Kiplot AI is available to all users and it will always follow the user’s permissions to make sure the system suggests information and actions based on their access.

AI Features in Kiplot

Learning from past lessons learned

When you start a new initiative, Kiplot AI proactively analyses your organisation’s past initiatives to identify relevant lessons learned. These lessons are automatically surfaced and converted into suggested risks for you to review. This ensures organisational knowledge is actively reused — not buried in historical records. By bringing past insights forward at the moment you plan, Kiplot helps you avoid repeating mistakes, strengthen risk planning, and fully realise the value of the lessons your team has captured. For more information, see Kiplot AI: Learning from lessons learned.

Risk identification

To proactively uncover potential risks specific to your initiative, use the AI risk identification feature in the Risks section. Kiplot's AI analyzes your initiative's financial profile, description, delivery details, and connected outcomes to generate a tailored list of potential risks. For more information see Kiplot AI: Risk Identification.

Delivery Update Generation

To quickly create a comprehensive update for stakeholders, automatically generate a delivery update within your initiative. Kiplot's AI analyzes your initiative's financial profile, risks, issues, assumptions, delivery dates, RAG statuses, and connected outcomes to identify key trends and draft a structured summary. For more information see Kiplot AI: Delivery Update Generation.