Responding to Requirements Using Generative AI
To respond to an estimate product's requirement in guided scoping using generative AI:
- From the Scoping Sessions tab, open the scoping session you want to complete the responses for.
- In the Estimate Product section, select the estimate product that you want to respond to the requirements for.
- Click the relevant drop-down section to display the contained requirements. Requirements that have not been assigned to a section by your administrator are displayed in a drop-down labeled "Uncategorized".
- Review the response generated by the Generate Scoping Requirement Responses prompt template in the Notes section.
- Amend the response if necessary.
- Respond to the requirement by selecting one of the responses.
- Repeat steps 2-6 for each estimate product's requirement.
- Click Save to save your scoping session so you can go back to it later.
For information about how to continue the process to create an estimate in a scoping session, see Creating an Estimate in a Scoping Session.