Connectors

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Sage Intacct

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Review Intacct project health
Report

Rate every Sage Intacct project red, amber or green

For project managers who want to spot overruns and stalled projects with the numbers behind each rating, by asking their AI assistant.

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Review Intacct project health
How healthy are our active projects in Intacct? Show me the red ones first.
Of 14 active projects, 3 are red, 4 amber and 7 green. - Red: Contoso Data Migration, burn 88 percent at 60 percent complete - Red: Northwind ERP Rollout, end date passed with 4 overdue tasks - Amber: Fabrikam Website, billable share 62 percent Want the full table, or a deeper review of one project with hours by person?
Sage Intacct
Sample figures. Your results come from your own account.
sage-intacct-get-project
sage-intacct-get-task
sage-intacct-get-timesheet-entry

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Sage Intacct

Sage Intacct
Run it on your own Sage Intacct data.

Connect Sage Intacct, pick your AI tool and paste the prompt.

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The problem

Projects look fine until the budget is gone

Projects in Sage Intacct can look fine on percent complete while the budget is nearly spent, tasks are overdue and nobody has logged time in weeks. Checking every active project means opening each one and comparing numbers by hand.

Without PopdockAI

  • Open each active project in Sage Intacct
  • Compare budget burn with percent complete
  • Check end dates and overdue tasks
  • Look for projects nobody is logging time on

With PopdockAI

  • Budget burn compared with percent complete for each project
  • End dates, overdue tasks and recent time checked
  • Red, amber or green by stated rules
  • The numbers behind every rating shown, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Rate the health of the project `{project-name}`, or of every active project when no name is given, from budget burn, schedule, task slippage and the time entries of the last {lookback-days} days (default 30).

**Step 1: Find the projects**

* A name was given: call `intacct-get-project` with `project-name.contains`. If several match, list them and stop.
* No name: call `intacct-get-project` for active projects (`status`), then drop any whose `project-status` shows it is completed.

For each project note `project-id`, `customer-name`, `project-manager-name`, `begin-date`, `end-date`, `percent-complete`, `contract-amount`, `budgeted-billing-amount` and `actual-amount`.

**Step 2: Budget and schedule**

* Burn = `actual-amount` divided by `contract-amount`, or by `budgeted-billing-amount` when there is no contract amount. With neither, say burn cannot be measured.
* Compare burn with `percent-complete`. Burn running well ahead of completion signals an overrun.
* Flag an `end-date` in the past on a project that is not complete.

**Step 3: Tasks**

Call `intacct-get-task` with the `project-id`. Flag tasks whose `planned-end-date` has passed with `percent-complete` below 100, and tasks whose `actual-duration` exceeds `planned-duration`.

**Step 4: Time**

Call `intacct-get-timesheet-entry` with the `project-id` and `entry-date.from` set to the start of the lookback window. Total `hours` and `billable-hours` by employee and by task. Flag an active project with no time at all, a billable share below 70 percent, and time logged to a task after its planned end.

**Step 5: Rate and report**

* Red: burn 20 or more points ahead of percent complete, the end date has passed, or three or more overdue tasks.
* Amber: burn 10 to 19 points ahead, one or two overdue tasks, or a billable share below 70 percent.
* Green: none of the above.

For several projects, one table sorted red first: project, customer, manager, percent complete, burn percent, overdue tasks, hours in the window, billable percent, rating, main issue.

For one project, the same figures, then the overdue tasks, hours by person, and two or three recommended actions for the project manager.

**Rules & Guidelines:**

* This prompt is read-only. Do not call `intacct-update-project`, `intacct-update-task`, `intacct-create-task`, `intacct-create-project` or any other create or update tool.
* Show the numbers behind every rating so the reader can disagree with it.
* Pass dates as YYYY-MM-DD. If the user names an Intacct company, pass it as `company` on every call.

**Validation:**

* If no project matches the name, say so and stop.
* When reviewing every active project and more than 25 come back, rate them all from Step 2, then run Steps 3 and 4 only for the 10 worst.

Who it's for

One answer, three teams that use it

Project managers

Check one project in depth

Overdue tasks, hours by person and suggested actions for a single project.

How healthy is the Contoso Website Refresh project in Intacct?

PMO leads

Rate the whole portfolio

Every active project rated with the same rules, red ones first.

Rate all active Intacct projects and list the red and amber ones.

Project accountants

Find burn running ahead of progress

Projects where spend outpaces completion are flagged before they overrun.

Which Intacct projects have spent more of their budget than their percent complete?

How it works

What PopdockAI does when you ask

You name a project, or ask for all active ones, and your AI assistant rates their health from Sage Intacct. The rules are stated and the evidence shown, so you can disagree with any rating.

01

Ask

You name a project, or ask for every active one.

Your AI tool

02

Measure

It compares budget burn with percent complete and checks end dates.

sage-intacct-get-project

03

Check

It looks for overdue tasks and the time logged in the last 30 days.

sage-intacct-get-task
sage-intacct-get-timesheet-entry

04

Rate

You get red, amber or green ratings with the numbers behind each, and nothing is changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Sage Intacct and one secure connection to your AI tool. No code, no exports.

get-data

sage-intacct-get-project

Returns projects from Sage Intacct.
get-data

sage-intacct-get-task

Returns tasks from Sage Intacct.
get-data

sage-intacct-get-timesheet-entry

Returns timesheet entries from Sage Intacct. One row per time entry. Filter by timesheet record number (the record-number from Get timesheets) to get one timesheet's entries.
Read only.Nothing in Sage Intacct Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Spot overruns and stalled projects early

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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