Skip to main content

How to Add a Project Brief for Manny in Project Settings

Give Manny your project's location, description, and scheduling constraints once, and it uses that context in every Manny conversation for that project.

Latest Update: 10-7-2026

The Project Brief lives in More > Project Settings > Project Details. It has three fields: Project location, Project description, and Other schedule requirements. Once saved, Manny factors this information into its answers automatically, no need to repeat it in your prompts.

  • Project location can be entered as an address or coordinates

  • Project description allows up to 500 words

  • Other schedule requirements allows up to 300 characters

  • See Getting Started with Manny for a general overview of Manny chat

Adding Your Project Details

  1. Open your project and go to More > Project Settings > Project Details

  2. Under Project Details, enter your Project location.

  3. Enter a Project description, up to 300 words. Be specific, for example note the project type, size, and any hard completion dates.

  4. Enter any Other schedule requirements, up to 250 words, such as work-hour restrictions or weather-related constraints.

  5. Click Save. A confirmation toast confirms your brief was saved.

How Manny Uses Your Project Brief

  1. Open Manny chat in the project.

  2. Ask a question that depends on project context, for example: "Given our site constraints, what's a realistic sequence for the exterior work?"

  3. Manny's answer reflects the location, description, and schedule requirements from your saved brief.

Frequently Asked Questions

Do I need to fill in the Project Brief to use Manny?

No. The Project Brief is optional, but Manny gives more accurate, project-specific answers when it's filled in.

Can I use address autocomplete for Project location?

Yes. Start typing the address manually into the Project location field and autocomplete will suggest matches.

Is there a limit on how much I can enter?

Yes. Project description allows up to 300 words, and Other schedule requirements allows up to 250 words.

How quickly does Manny start using my Project Brief?

As soon as you save it. Manny uses the saved information starting with your next message.

Does the Project Brief replace the information Manny already pulls from my schedule?

No. Manny already reads your schedule data; the Project Brief adds context your schedule alone doesn't capture, like site constraints or a hard completion date.

Related Articles
Did this answer your question?