Setting Up Project AI Summaries

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.

Project AI summaries enable you to leverage the power of Certinia AI by generating summaries of projects that include the stage, project manager, and the account associated with your project. Additionally, Project Tasks AI summaries display information such as an overview of your project tasks and areas requiring attention. Providing only the relevant information reduces the time you spend manually evaluating your projects and provides a clear description of the project that other stakeholders can review. AI summaries for projects can be viewed on the project record.

The table below describes the steps for setting up AI summaries for projects and project tasks.

Project AI and Project Task AI Summaries Setup Steps
Step Task Related Help Topic
1. Set up Einstein Generative AI in your org. For more information, see the Salesforce Help.
2. Install the Certinia AI Adapter Package.
3.

Assign the following permission sets to users you want to generate AI summaries for projects and project tasks:

  • PSA - Manage Projects
  • PSA - Manage Project Tasks
 Permissions for the Project AI Summaries Component
4.

Assign the Apex class permissions to users you want to generate AI summaries for the following:

  • Client summaries
  • Executive summaries
  • Project summaries
  • Project task summaries
  • RAID summaries
5.

Ensure users you want to generate AI summaries for resources have Read access to the following objects:

  • Projects
  • Project Tasks
  • Issues
  • Risks
 Permission Sets and Other Technical Documentation
6. Add the PSA Project AI Summary and or the PSA Project Tasks AI Summary components to the project page layout. For more information, see the Salesforce Help.

Permissions

For more information on the permissions required to use Project AI and Project Task AI summaries, refer to Permissions for the Project AI Summaries Component.