Name: Vaizy
Author: Vaizy

Question 1

How is Vaizy different from Smartsheet, Microsoft Project, or Planview?

Accepted Answer

Those tools are great for managing work inside a single project. Vaizy helps when you need a view across multiple projects, with shared teams, budgets, risks, and timelines, without replacing the tools your teams already use.

Question 2

What can I manage in Vaizy today?

Accepted Answer

Vaizy brings milestones, teams, budgets, risks, analytics, and AI help into one workspace. You can track plans in timeline or board views, manage team roles and weekly hours, follow cash flow and expenses, work through risks, and ask questions about live project data.

Question 3

Do I need to migrate away from my current tools?

Accepted Answer

No. Vaizy is designed to complement your existing workflow. You can import data from CSV or Excel and build from there. Your teams can keep working the way they already do while Vaizy brings the portfolio view together.

Question 4

How does the AI work with my data?

Accepted Answer

The AI Assistant uses live workspace data to answer questions about milestones, finances, risks, team capacity, and project timelines. Sensitive data is masked before anything reaches the model, then restored so the response stays readable.

Question 5

How do invitations and access control work?

Accepted Answer

You invite people through Settings -> Team. Invitations use a secure email acceptance flow, and role-based access control determines what each team member can view or edit inside a project.

Question 6

What's included in the free trial?

Accepted Answer

Every new account gets a 14 day free trial with full access to the product, no credit card required. Enterprise plans also get guided onboarding and direct contact with our team to help you get set up.

The All-In-One AI Portfolio Management Platform