One release, two new ways to get answers from your Enterprise PSA data: an AI agent that speaks plain English, and a new set of ready-made Premium Dashboards.
Everything your firm runs on already lives in Enterprise PSA: every project, every billable hour, every dollar across your entities. The slow part is getting answers back out, since most questions still turn into a report request or a wait on whoever owns Power BI. This release changes that, with two new features built to help you draw conclusions about your business with ease.
Feature #1: Enterprise BI Agent
The first AI module in Enterprise PSA, based on Microsoft Copilot.
- Build dashboards in plain English
Describe the view you need and watch it get built. No Power BI knowledge required. - Ask questions of your data
Type a question like “what’s the margin on customer A?” and get the answer back in seconds. - AI-generated narrative summaries
Any filtered view becomes a plain-English summary that rewrites itself as you slice by date, project, or user. You control the prompt behind it, so it speaks in terms your firm actually uses.
Feature #2: Premium Dashboards
Five new ready-made dashboards, built for the questions PS firms ask every day:
- Resource Demand & Supply
Match your pipeline of work against the people available to deliver it. - Resource Utilization
See who is under-utilized, over-utilized, and optimally deployed. - Project Plan vs Actual
Catch actual vs planned divergence before it impacts your margins. - Delivery Readiness
Confirm every requested role on every project is scheduled. - Audit Trail
Track what changed in EPSA, when, and who changed it, in support of your audit and governance requirements.
How You’ll Access It
- Dashboards, right inside Enterprise PSA
All general and premium dashboards stay embedded in Enterprise PSA, just as they are today, governed by your existing user types and permissions. - Copilot, in a dedicated workspace hosted by BigTime
The conversational AI runs in a secure Power BI workspace that BigTime hosts and manages for your firm. Nothing for your IT team to stand up or maintain. - Direct, governed access for Copilot users
Each user you designate is invited to the workspace (a Power BI Pro license is required), so access is explicit, auditable, and controlled. We’ll cover setup details during the webinar.
Who Should Watch?
- CFOs, Controllers, and Finance Leaders
Get project-level margin visibility that reconciles directly to the general ledger. - COOs and Operations Managers
Balance capacity, improve utilization, and cut manual reporting work. - BI Power Users and Ops Analysts
Let your team build their own views and get their answers in seconds, while you stay the architect of the data model.
Why Watch?
- Get More Out of Your Existing Data
More answers from the data you already have in Enterprise PSA, without adding new, disconnected tools. - Governed by Design
An AI layer that honors your existing data access and permission rules, with nothing auto-published without review. - Ask Your Questions Live
Bring your real reporting challenges to the live Q&A and see how the conversational capabilities handle them.
30-minute demo followed by live Q&A.