Project AI Summaries Fields and Buttons

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.

The table below shows the objects displayed in Certinia Project Summary and how the cell values for each column are determined for each record type.

Buttons Located in the Certinia Project Summary Component

Button	Description
	Enables you to indicate if the generated project summary was helpful.
	Enables you to indicate if the generated project summary was not helpful.
Generate Summary	Generates a summary of your project.
Generate Client Facing Summary	Generates a summary of your project suitable for communicating with clients.
Generate Executive Summary	Generates a summary of your project suitable for communicating with project stakeholders and executive leadership.
Generate RAID Next Steps	Generates suggestions for RAID next steps for your project.
Create Action	Enables you to create an action record from the RAID Next Steps window.
Create Issue	Enables you to create an issue record from the RAID Next Steps window.
Create Risks	Enables you to create a risk record from the RAID Next Steps window.