Generative AI Project Summary Overview

Professional Services Cloud
Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Generating project summary using generative AI enables project managers to efficiently understand the project details from the automatically generated project summary.

Administrators configure the requirements and users then use the Project Summary field on projects to generate and use that generated summary in the Project Summary field. Users can modify the output according to their requirements. The project summary is generated using the information provided to the Generate Project Summary prompt template. For more information, see Generate Sales Invoice Summary Prompt Template.

For information about how to set up project summary generation using generative AI, see Setting up Project Summary Using Generative AI.