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Coursera

AI for Project Reporting, Dashboards and Risk

Coursera via Coursera

Overview

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This course prepares you to create concise, high-quality reports and dashboards using spreadsheets, visualization tools, and generative AI techniques while preserving human-in-the-loop controls. Instruction covers exporting project data from PM tools, transforming and modeling it in spreadsheets, and designing compact dashboards that highlight portfolio KPIs and overdue items. You will practice prompt design to convert raw PM data into structured draft reports, apply labeling and validation practices for AI outputs, and evaluate predictive models using confusion matrices to compute precision and recall for go/no‑go decisions. Assessments emphasize compact deliverables: a trimmed dashboard, an AI-assisted weekly status (AI draft + human review), prompt list, QA checklist, and a short model-evaluation summary documenting precision/recall and adoption guidance.

Syllabus

  • Export and Highlight Project Tasks Fast
    • "Export and Highlight Project Tasks Fast" is a beginner-level module that teaches you to streamline project tracking. Instead of compiling manual updates, learn to export tasks from tools like Trello into Google Sheets. Through hands-on tutorials, you will master using conditional formatting to automatically highlight overdue tasks, transforming raw data into a clear, visual report. You will also learn to effectively communicate these findings to stakeholders, fostering trust and accountability. Master this workflow to create automated status reports in minutes, saving you time and making you an invaluable team member.
  • Project Status Reports with AI
    • "Project Status Reports with AI" equips you with a practical, proven framework and the AI-powered tools to transform how you communicate project status. It's built for professionals who understand that reporting isn’t just about documentation; it's about leadership, influence, and strategic clarity. Through hands-on labs, you will practice creating and refining prompts that let AI do the heavy lifting, while you apply the insight and judgment that only a human can bring.
  • Evaluate AI Risks: Adopt Smart Predictions
    • "Evaluate AI Risks: Adopt Smart Predictions" is a beginner-level module teaching project managers and business leaders how to make smart decisions about AI. In a world of AI hype, this module teaches you to look past simple accuracy and determine whether a risk prediction model is a valuable asset or a liability. You will learn to apply a professional framework using precision and recall to measure an AI's true performance. Through hands-on activities, you’ll build a confusion matrix, calculate these critical metrics, and translate them into clear business terms, culminating in a data-driven "go/no-go" recommendation for AI adoption.
  • Automate Reports and Dashboards with AI
    • "Automate Reports and Dashboards with AI" provides essential skills for using artificial intelligence in project reporting and communication. You will learn to craft precise prompts for AI tools, ensure the accuracy and ethical integrity of AI-generated reports, and design strategic dashboards for informed decision-making. The module emphasizes practical application, teaching you to critically evaluate AI outputs while integrating human oversight to improve reporting quality. By the end, you will be prepared to implement a reporting strategy that combines AI capabilities with human insight, fostering transparency and accountability in project management. Basic computer and project skills are recommended.
  • Export and Highlight Project Tasks Fast
    • In this project, you will become the indispensable analyst who turns raw data into a decisive intelligence brief in minutes. You will build a one-page dashboard that visually spotlights overdue tasks, providing instant clarity for leadership. You’ll also master a modern AI-assisted workflow, using effective prompts to draft a weekly status summary and a QA checklist to ensure the final, human-reviewed report is insightful and accurate. This project will create a powerful portfolio piece, proving you can turn complex data into an actionable story and help leadership effectively manage risk.

Taught by

Professionals from the Industry

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