{"id":658,"date":"2025-08-01T09:44:12","date_gmt":"2025-08-01T09:44:12","guid":{"rendered":"https:\/\/comng.ai\/ws\/?post_type=wz_knowledgebase&#038;p=658"},"modified":"2025-08-01T13:37:31","modified_gmt":"2025-08-01T13:37:31","slug":"creating-formal-documents-with-the-project-plans-generator","status":"publish","type":"wz_knowledgebase","link":"https:\/\/comng.ai\/ws\/knowledgebase\/creating-formal-documents-with-the-project-plans-generator\/","title":{"rendered":"Generating Strategic Documents with Project Plans"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Creating Formal Documents with the Project Plans Generator<\/h3>\n\n\n\n<p><strong>Audience:<\/strong>&nbsp;Project managers, leads, and stakeholders.<\/p>\n\n\n\n<p><strong>Goal:<\/strong>&nbsp;To explain the powerful three-step process for using the Project Plans generator to create comprehensive, data-driven strategic documents like Business Plans, Work Plans, and more.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The\u00a0<strong>Plans<\/strong>\u00a0generator is one of the most powerful features in CoMng.AI. It automates the creation of complex, formal project documents. The AI acts as a strategic writer, pulling data from every corner of your project : goals, tasks, budget, risks to build a complete, professional plan from the ground up.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Select Your Plan Template<\/strong><\/h3>\n\n\n\n<p>The process begins by choosing the type of plan you want to create. CoMng.AI provides a library of templates for standard project management documents.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"ecedf0\" data-has-transparency=\"false\" style=\"--dominant-color: #ecedf0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101-1024x529.avif\" alt=\"\" class=\"wp-image-660 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101-1024x529.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101-300x155.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101-768x396.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101-1536x793.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-101.avif 1916w\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the plan that fits your needs (e.g.,&nbsp;<strong>Work Plan<\/strong>,&nbsp;<strong>Business Plan<\/strong>,&nbsp;<strong>Risk Management Plan<\/strong>). Your selection will be highlighted.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Generate the Plan&#8217;s Structure (The Outline)<\/strong><\/h3>\n\n\n\n<p>Once you&#8217;ve selected a template, you need to generate the document&#8217;s outline or table of contents.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the&nbsp;<strong>1. Generate Sections<\/strong>&nbsp;button.<\/li>\n\n\n\n<li>The AI will instantly create a comprehensive list of all the recommended sections for that type of plan. For a Work Plan, this might include an &#8220;Executive Summary,&#8221; &#8220;Project Goals and Objectives,&#8221; &#8220;Scope and Deliverables,&#8221; and more.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"ecedef\" data-has-transparency=\"false\" style=\"--dominant-color: #ecedef;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"539\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102-1024x539.avif\" alt=\"\" class=\"wp-image-661 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102-1024x539.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102-300x158.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102-768x404.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102-1536x808.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-102.avif 1903w\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eeeff1\" data-has-transparency=\"false\" style=\"--dominant-color: #eeeff1;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103-1024x535.avif\" alt=\"\" class=\"wp-image-662 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103-1024x535.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103-1536x802.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-103.avif 1905w\" \/><\/figure>\n\n\n\n<p><strong>Customizing Your Outline:<\/strong><br>You have full control over this structure before any content is written.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Edit a Section Title:<\/strong>&nbsp;Click the pencil icon next to any section title to rename it.<\/li>\n\n\n\n<li><strong>Delete a Section:<\/strong>&nbsp;Click the trash can icon to remove a section you don&#8217;t need.<\/li>\n\n\n\n<li><strong>Add a New Section:<\/strong>&nbsp;Click the&nbsp;<strong>+ Add New Section<\/strong>&nbsp;button at the bottom to add your own custom sections to the plan.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Generate the Content<\/strong><\/h3>\n\n\n\n<p>Now that you have your structure, it&#8217;s time to write the content. You have two ways to do this: the automated method and the granular method.<\/p>\n\n\n\n<p><strong>A) The Automated Method (Recommended for Speed)<\/strong><\/p>\n\n\n\n<p>This method tells the AI to write the entire document in one go.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the&nbsp;<strong>2. Generate All Content<\/strong>&nbsp;button.<\/li>\n\n\n\n<li>A progress bar will appear, showing the AI working through and writing each section of your plan sequentially. This is the most efficient way to generate a complete first draft.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"ecedee\" data-has-transparency=\"false\" style=\"--dominant-color: #ecedee;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104-1024x538.avif\" alt=\"\" class=\"wp-image-663 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104-1024x538.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104-300x158.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104-768x404.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104-1536x807.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-104.avif 1903w\" \/><\/figure>\n\n\n\n<p><strong>B) The Granular Method (for Maximum Control)<\/strong><\/p>\n\n\n\n<p>If you want to give the AI specific instructions for certain sections, you can generate the content one piece at a time.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the pencil icon next to the section you want to work on (e.g., &#8220;Executive Summary&#8221;). This will expand the section.<\/li>\n\n\n\n<li>Type any specific instructions or key points you want the AI to include in the &#8220;Add specific instructions for this section&#8221; box.<\/li>\n\n\n\n<li>Click the&nbsp;<strong>Generate Content<\/strong>&nbsp;button&nbsp;<em>within that section<\/em>. The AI will write the content just for that single section, following your instructions.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eeeff1\" data-has-transparency=\"false\" style=\"--dominant-color: #eeeff1;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105-1024x535.avif\" alt=\"\" class=\"wp-image-664 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105-1024x535.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105-768x401.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105-1536x802.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-105.avif 1900w\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eeeeef\" data-has-transparency=\"false\" style=\"--dominant-color: #eeeeef;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106-1024x532.avif\" alt=\"\" class=\"wp-image-665 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106-1024x532.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106-300x156.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106-768x399.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106-1536x798.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-106.avif 1903w\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Combine and Export Your Final Plan<\/strong><\/h3>\n\n\n\n<p>After the content for all sections has been generated (either automatically or one-by-one), the final step is to assemble it into a single, cohesive document.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the&nbsp;<strong>3. Combine Plan<\/strong>&nbsp;button.<\/li>\n\n\n\n<li>The screen will refresh to show you the complete, final document, including a table of contents and all the generated sections, properly formatted.<\/li>\n\n\n\n<li>Click the&nbsp;<strong>Export Plan as HTML<\/strong>&nbsp;button to download your finished plan as a portable HTML file that you can share, print, or store.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eff0f0\" data-has-transparency=\"false\" style=\"--dominant-color: #eff0f0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"536\" sizes=\"auto, (max-width: min(42rem, 1024px)) 100vw, min(42rem, 1024px)\" src=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107-1024x536.avif\" alt=\"\" class=\"wp-image-666 not-transparent\" srcset=\"https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107-1024x536.avif 1024w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107-300x157.avif 300w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107-768x402.avif 768w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107-1536x805.avif 1536w, https:\/\/comng.ai\/ws\/wp-content\/uploads\/2025\/07\/image-107.avif 1905w\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/comng.ai\/ws\/knowledgebase\/how-to-use-the-presentation-generator\/\">How to Use the Presentation Generator<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Explain the powerful three-step process for using the Project Plans generator to create comprehensive, data-driven strategic documents like Business Plans, Work Plans, and more<\/p>\n","protected":false},"author":1,"featured_media":660,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"wzkb_category":[148],"wzkb_tag":[242,245,244,203,155,152,243,241],"class_list":["post-658","wz_knowledgebase","type-wz_knowledgebase","status-publish","has-post-thumbnail","hentry","wzkb_category-basic","wzkb_tag-automated-planning","wzkb_tag-document-generation","wzkb_tag-formal-documents","wzkb_tag-project-documentation","wzkb_tag-project-managers","wzkb_tag-project-planning","wzkb_tag-project-plans-generator","wzkb_tag-project-templates"],"_links":{"self":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase"}],"about":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/types\/wz_knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/comments?post=658"}],"version-history":[{"count":5,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/658\/revisions"}],"predecessor-version":[{"id":716,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wz_knowledgebase\/658\/revisions\/716"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media\/660"}],"wp:attachment":[{"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/media?parent=658"}],"wp:term":[{"taxonomy":"wzkb_category","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_category?post=658"},{"taxonomy":"wzkb_tag","embeddable":true,"href":"https:\/\/comng.ai\/ws\/wp-json\/wp\/v2\/wzkb_tag?post=658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}