Toolbars in Phases & Features

Initially, at the top of the Phases & Features tab is the Standard toolbar.

If you select a feature (or multiple features using the Select Features options explained below), the Feature-selected toolbar replaces the standard toolbar.

• Select Features menu

• View menu

Standard toolbar

Initially, at the top of this section is a standard toolbar with the following tools.

Note: If you select a feature (or multiple features), the Feature-selected toolbar replaces this standard toolbar.

AI Tools

• Add Feature with AI — This is similar to when you initially created your PRD. You describe the feature and click Add Feature, PRD-AI processes it. The result is feature with a suggested name, category, feature overview, and acceptance criteria. If you choose Add Feature, this feature is added to the feature list at the end of the category specified in the preview.

• Suggest Features with AI — PRD-AI reviews your current PRD and identifies features you may want to add. Each feature includes the name, category, feature overview, and acceptance criteria. You can skip a feature using the arrows at the top. If you choose Add Feature, it is added to the feature list at the end of the specified category. You can also Refresh the Suggestions list.

• Analyze Risks with AI — PRD-AI reviews your current PRD and identifies any risks you may want to consider.

Add

• Add Category — Add a new category, in any phase.

• Add Feature — Add a new feature to any Phase and Category, with Description and Acceptance Criteria.

• Add Phase — Add a new phase.

••• (More)

• Start Over — Caution: This removes everything you’ve done on the Planning page and brings you back to the Create PRD with AI window, using the same app name (and icon, if provided).

• Download — You can download your PRD in the following formats.  The contents of the download depend on the format.

  	PDF	CSV	XLSX
  Table of Contents	✔
  App Name	✔
  App Description	✔
  Phase	✔	✔	✔
  Category	✔	✔	✔
  Feature	✔	✔	✔
  User Types	✔
  Description	✔	✔	✔
  Acceptance Criteria	✔	✔	✔
  Modules		✔	✔

Next Steps

Note: This functionality is available on specific configurations. If it is not available in your system, contact our Support team.

• Generate Data Models — Refer to Data Models.

• Install Modules — This action installs all the modules in all the features of this PRD to your GitHub repository.

  Important: The Install Modules action is limited to one use per PRD; only perform this action when your PRD is finalized. Make sure you've included all the necessary modules and removed any unwanted ones before proceeding.

Get Cost Estimate

Note: This functionality is available on specific configurations. If it is not available in your system, contact our Support team.

When you’re ready to proceed with your application, use the Get Cost Estimate option. Our sales team will review your PRD and provide a cost estimation on a per feature basis.

Feature-selected toolbar

When you select one or more features, the Standard toolbar is replaced with the feature-selected toolbar. This toolbar provides the following:

• Number of Features Selected
  Note: If you do not have the Phase Locking feature enabled, the “locked” and “unlocked” options are not applicable. All features are considered unlocked.

• + Jira Tickets — You can select multiple features and create a Jira ticket for each.  For more information, refer to Jira Integration.

• Change Phase — If you have more than one phase, you can move selected features into a different phase. To add a phase, select Add Phase in the Add list.
  Note: When you move a feature to a different phase, its category is created in the target phase and the feature is moved into that category.

  Important

  If you move multiple features to a new phase, the only way to revert your change is to manually select and move the items back.

• AI Price Estimation

  Note the following:

  • AI-Powered estimates are not available on Enterprise accounts. 
  • You must have the Sales User or Super User permission.
  • The AI-Powered Estimates feature must be enabled for your account.

• Deselect All

• Delete — Deletes all the selected features. Important: This is not reversable.