PSA Resource AI Summaries Overview

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.

Resource AI summaries enable you to leverage the power of Certinia AI by generating summaries of resources that include their recent project experience and the key skills they used while working on those projects. Providing only the relevant information reduces the time you spend manually evaluating your resources, and provides a clear description of the resource that other stakeholders can review.

AI summaries for resources can be viewed from the Resource Details panel of the Resourcing tab on resource requests.

To generate AI summaries for resources, you must:

• Use resource requests to allocate work
• Use resource skill requests to request skills on resource requests
• Create, and regularly update, skill or certification records for resources

The generated summary contains:

• An overview of the resource, which highlights:

  • Their length of service
  • Notable accounts they have worked with
  • Which of their characteristics makes them suitable for assignment to the resource request
• Details of the resource's recent experiences, including projects they have been assigned to, their role on that project, and the skills used
• A list of the resource's key skills that have been updated in the last 12 months