Topic Overview
- Prerequisites
- Starting the pre-calculation
- Reviewing extracted data
- Enriching missing assumptions via AI research
- Result of the pre-calculation
With the AI-supported pre-calculation, you can automatically generate an initial project calculation based on an exposé (as a PDF or free text). The AI extracts basic data and assumptions and transfers them into a selected calculation template to create a complete initial calculation with costs, revenues, and live KPIs.
Prerequisites
To use this feature, a calculation template must be set up in your account.
Starting the pre-calculation
The AI extraction is started when creating a new project opportunity.
- Open the Dashboard.
- Click the button to add a new project opportunity.
- Select the option Start with an exposé (instead of "From scratch").
- Upload the exposé as a PDF and/or add direct text context.
- Select a calculation template (e.g., DIN 276).
- Click Extract data to start the process. The extraction runs in the background, allowing you to complete other tasks in the meantime.
Reviewing extracted data
Once the extraction is complete, you can review and adjust the captured data. Assumptions that were not found or returned with low confidence are automatically flagged for AI enrichment.
- Go to the Review project data & assumptions step.
- The extracted basic data and assumptions (including formulas) are pre-filled here.
- For each field, a confidence indicator (High / Medium / Not found) is displayed, along with a summary ("X of Y found") and a tooltip with the reasoning.
- You can flag additional assumptions for enrichment or enter values manually. Manual values are marked as such and are never modified by the AI.
Enriching missing assumptions via AI research
An automated AI web-research agent searches for missing numbers on flagged assumptions and provides suggested values.
- Start the AI enrichment for the flagged fields.
- Review the results: Each suggestion displays the sources behind it, a confidence level, and the reasoning.
- Choose whether to use the suggested value, apply the calculation template's default value, or exclude the data point entirely from the calculation.
- You can navigate back to the previous review step at any time to flag additional assumptions or enter values manually, and then run the enrichment again.
Result of the pre-calculation
Once you have confirmed the data, a complete initial calculation is created. This shows you the planned costs, revenues, and live calculated KPIs such as ROI, profit, and margin.