Generating Project AI Summaries in PSA

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 an AI Summary

To generate a new AI summary and apply recommended actions:

  1. Go to the project record page you want to summarize and click Generate Summary.

Generating RAID Next Steps

You can generate suggested RAID actions by clicking Generate RAID Next Steps located at the bottom of your project summary.

This will display the RAID Next Steps summary window, which contains the following sections:

  • Overview
  • Next Steps

The Overview section displays a summary of the most severe issues and risks impacting your project, and actions currently in progress. It also includes direct links to related records for easy access. Additionally, the Overview section details assumptions, decisions, and dependencies relevant to your project to help you keep your project on track and avoid disruptions or delays.

The Next Steps section provides up to five recommended actions tailored to your project's current issues and risks. These actions ensure your project stays on track to meet its goals and deliverables on time.

You can also create the following records from the Recommended Actions section:

  • Actions
  • Issues
  • Risks

Click the Create Action, Create Issue,or Create Risk button to enter the necessary details and create the corresponding record.

Note:

You must be assigned permission to create actions, issues, and risks.

Generating Client Facing Summaries

You can also generate client facing summaries to speed up the process of providing clients with updates regarding ongoing projects.

To generate a client facing summary:

  1. Generate a project summary as normal.
  2. At the bottom of the project summary, click Generate Client Facing Summary.

The client facing summary is now generated in the Client Facing Summary window which you can copy. The new summary provides similar information provided in the project summary, with the following changes to make it more suitable for a client communication:

  • Improved headings
  • An email format, providing information to and from
  • Pleasantries and greetings
  • A call to action
  • An ending statement

Generating Executive Summaries

You can also generate executive summaries to speed up the process of providing stakeholders with updates regarding ongoing projects.

To generate an executive summary:

  1. Generate a project summary as normal.
  2. At the bottom of the project summary, click Generate Executive Summary.

The executive summary is now generated in the Executive Summary window which you can copy. The new summary provides similar information provided in the project summary, but is refined to better communicate with project stakeholders and executive leadership.