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Create a project from a document ​

Lydaro can read a project document — such as a project brief, business case, or charter — and use it to suggest project details, saving you time when setting up a new project.

This feature is available on all plans, including Free.

When to use it ​

Use this when you have an existing project document that describes your project's name, objectives, scope, timeline, key stakeholders, and background. Lydaro will extract what it can and pre-fill those fields for you to review and confirm.

Before you start ​

Prepare your document in one of the supported formats:

  • PDF (.pdf)
  • Word document (.docx or .doc)
  • Plain text (.txt)

The document should describe the project — a project brief, charter, business case, or similar. The more detail it contains, the more fields Lydaro can suggest.

Steps ​

1. Start a new project from a document ​

From the Dashboard, click + New Project. Select Create from document to open the document upload form.

2. Upload your document ​

Click Choose file and select your document, or drag it into the upload area.

Select the document type from the dropdown (e.g. Project Brief, Business Case) to help Lydaro understand the document context.

Click Upload and analyse. Lydaro reads the document and extracts project information. This takes a few seconds.

3. Review the suggested project details ​

Lydaro presents a draft project with suggested values for:

  • Project name and short name
  • Project code
  • Description
  • Start and end dates
  • Objectives, scope, deliverables, and constraints
  • Background and success criteria
  • Portfolio and programme (if applicable)
  • Key stakeholders identified in the document

For each suggested field, you will see the source excerpt from the document that Lydaro used to make the suggestion. This helps you verify the suggestion is accurate.

4. Edit and confirm ​

Review each field. Edit anything that is incorrect or incomplete — the AI suggestion is a starting point, not a final answer.

Fields you do not want to use can be left blank or overridden with your own values.

5. Create the project ​

Once you are satisfied with the details, click Create project. Your project is created and you are taken to the project view.

What happens next ​

After creating the project, you can:

  • Add risks to the Risk Register
  • Upload the source document to the project's Documents section and run extraction to identify risks, issues, and assumptions from it
  • Invite team members

Limitations ​

  • Only text-based content is extracted. Images, charts, and tables in documents may not be read accurately.
  • The AI suggestion is a starting point. Always review extracted fields before saving.
  • Very large documents may take longer to process.