AI in Construction Investment Management

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Faster document analysis - You will learn how to use AI to search construction designs, technical descriptions and schedules faster, so you can spot key information sooner and support better investment decisions.

Earlier risk detection - You will see how AI can help you identify missing items, clashes and cross-discipline inconsistencies, reducing costly rework, delays and disputes before construction begins.

Your own project knowledge base - You will learn how to build a company knowledge repository from project documentation, making it easier to revisit decisions, compare past projects and answer team questions faster.

Stronger cost control - You will master AI-assisted review of estimates, quantity takeoffs and budgets, helping you compare revisions faster, spot deviations and assess the budget impact of design changes.

Quicker bid comparisons - You will learn to compare contractor and subcontractor bids automatically, review scope differences and prepare clear comparison matrices that support a more confident supplier choice.

Clearer schedule oversight - You will learn how to review schedules in Excel and PDF, identify milestones, assess delay impact and prepare progress reports that are clear and useful for project stakeholders.

Safer use of AI - You will understand how to work with confidential project documents and financial data, so you can use AI in a secure way with proper anonymization and enterprise-grade tools.

AI rollout plan for your team - You will develop practical AI use cases for Construction Management, identify processes with the highest automation potential and prepare a realistic next-step implementation plan.

Training programme

1. Introduction to AI in investment processes

capabilities and limitations of AI tools in construction and development activity,
overview of tools: ChatGPT, Copilot, Gemini, Claude, Perplexity, NotebookLM,
good practices for creating prompts for Construction Management teams.

2. Analysis of design documentation using AI

work with construction and detailed design documentation,
analysis of technical descriptions, drawings and schedules,
searching for information in multidisciplinary documentation,
creating summaries and abstracts of documentation,
building control questions for designers and contractors.

3. Identification of risks, gaps and inconsistencies

detection of missing elements of the documentation,
analysis of collisions and inconsistencies between disciplines,
control of the completeness of the documentation before the start of implementation,
generation of a list of issues requiring clarification.

4. Building a company project knowledge base

creating a knowledge repository based on investment documentation,
searching for information in archival projects,
the concept of a dedicated AI assistant for the Construction Management department.

5. Analysis of cost estimates and investment budgets

verification of cost estimates and bills of quantities,
comparison of versions of investment budgets,
identification of items deviating from the assumptions,
estimation of the impact of design changes on the budget.

6. Evaluation of contractors' and subcontractors' offers

automatic comparison of offers,
analysis of pricing scopes and detection of discrepancies,
preparation of a comparative matrix of offers,
generation of recommendations for contractor selection.

7. Control of investment implementation schedules

analysis of schedules in Excel and PDF formats,
identification of milestones and the critical path,
assessment of the impact of delays on the implementation of the investment,
preparation of reports regarding the progress of works.

8. Reporting for management and the board

automatic preparation of project reports,
creating notes from coordination meetings,
generating presentations and summaries for the board,
preparation of communication for project stakeholders.

9. Support for purchasing and contracting processes

analysis of contracts and annexes,
verification of contractual provisions,
preparation of requests for quotations and purchasing summaries,
creation of checklists for contracting processes.

10. Safe use of AI when working with confidential documentation

threats related to the use of public AI models,
protection of project documentation and financial data,
principles of data anonymization,
use of corporate solutions, such as Microsoft Copilot.

11. Building dedicated AI assistants and knowledge bases

use of NotebookLM for the analysis of investment documentation,
creation of chatbots answering questions concerning the project,
integration of AI with document repositories,
example architecture of a company AI assistant for a developer.

12. Final workshop

work on participants' documents (optional),
development of scenarios for the use of AI in the organization,
identification of processes with the greatest automation potential,
AI implementation plan in the Construction Management department.

What are the prerequisites for participating in the training?

Understanding of the investment process - You should understand the basic stages of preparing and delivering a construction project, so you can relate the training examples directly to your own tasks and decisions.

Ability to work with documentation - You should be familiar with reading design, cost or contract documentation, so you can work efficiently with the examples and materials reviewed during the training.

Basic Excel and PDF skills - You should be comfortable working with Excel and PDF files, because you will use them to review schedules, budgets, bids and selected project documents during the course.

Basic digital tool skills - You should be comfortable using a computer and office applications, so you can test prompts, review files and work smoothly with the AI tools presented in the training.