Working with Projects

In SkyPath, a project is the main workspace for a single sales activity. A project works best when it represents one specific effort, such as a contract bid, a customer response, or an RFI or RFP submission. Each project can contain multiple source documents, which makes it possible to manage all required response files for the same activity in one place.

Projects help organize the work needed to produce strong responses by bringing together the documents you need to complete and the knowledgebase material that supports them.

What a Project Is

A project is designed to keep one response effort organized from start to finish. Rather than storing documents and supporting references separately, SkyPath groups them into a single workspace so you can move from document review to AI-assisted response generation more efficiently.

This structure is especially useful when you need to respond to multiple questions, meet customer-specific instructions, and keep supporting material close to the work.

Main Parts of a Project

A project is built around two primary elements:

• Source Documents
• Collections

Source Documents

Source documents are the RFI or RFP files you upload into the project. These documents contain the questions, requirements, or proposal instructions that need to be answered. A single project can include more than one source document when the same sales activity involves multiple files.

Collections

Collections are the knowledgebase documents that support your response. These are the materials SkyPath uses to provide context for AI tools. Collections can include documents such as:

• Product user guides
• Previous RFI responses
• Pricing tables
• Company background documents
• Capability statements
• Technical reference documents

INFO

Projects work best when the collections attached to them are specific to the opportunity you are responding to. Relevant supporting documents help the AI tools generate more accurate and usable output.

Working Inside a Project

Once an RFI or RFP source document has been uploaded and a collection has been added, you can begin working inside the project.

1. Open the project from your dashboard.
2. Review the source documents and attached collections.
3. Use the View icon next to a source document to open it.
4. Begin responding to extracted questions or generating proposal content with the available AI tools.

Projects are intended to keep your source material, reference material, and generated work together so you can manage the full response workflow in one place.

Project Instructions

Each project includes an Instructions area where special response requirements can be stored and managed. These instructions can be:

• Extracted automatically from source documents using the checkbox option during setup
• Entered manually by the user

Instructions are used to guide the AI tools so answers and proposal responses follow the specific needs of the source document. These instructions might include formatting rules, response requirements, word limits, mandatory content, or customer-specific directions.

TIP

Review extracted instructions before generating content. Clear instructions improve response quality and help ensure the output follows the requirements of the issuing organization.

Project AI Tools

In addition to question answering and proposal workflows, a project provides access to extra AI tools that support day-to-day sales work.

These tools include:

• Presentation and proposal generator
• Image generator
• Summarize documents
• Profile and background generator
• SAM.gov public contract search

These features allow users to prepare supporting material, research opportunities, and generate additional content without leaving the project workspace.

Best Practices for Organizing Projects

• Use one project for one bid, customer request, or proposal effort
• Group all related RFI and RFP source documents for that activity into the same project
• Add only the collections that are relevant to that response
• Keep project instructions current before generating content
• Use the project as the central place for response drafting, research, and review

Creating a Project

• Create a new project using the Project Wizard or the New Project button located in the Quick Actions toolbar
• A project requires a Name and optionally a description.

Editing a Project

• A project can be edited to change its status which will indicate where in your workflow this request or proposal is (example; Completed).
• A project can also be Deleted through the Edit page.

DANGER

Deleting a Project will not delete your Knowledgebase documents but it will delete your source documents (RFI and RFPs) and any responses to those documents that you've created. Be very careful when deciding to Delete a project, this action cannot be undone.

What to Do Next

After creating a project, the next steps usually include:

• Uploading your RFI or RFP source documents
• Adding or building the collections that support the response
• Reviewing extracted or manual instructions
• Opening the source document with the View icon
• Generating answers or proposal content

For more guidance on setup, continue to the Project Wizard and Building Your Knowledgebase and Collections pages.