Configuring the PSA AI Project Summary

You can configure the prompt used to generate project summaries by managing the parameters that determine the specific fields and related list records that are referenced by the summary.

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.

Prompt configurations are managed in the AI Prompt Configuration Builder. The table below describes the steps for setting up the AI Prompt Configuration Builder.

AI Prompt Configuration Builder Setup Steps
Step Task Related Help Topic
1. Install the AI Core package or ensure your installed package is the most recent version. For more information, see the Salesforce Help.
2. Assign the Certinia AI Prompt Builder Configuration permissions to users you want to configure the prompt used to generate project summaries. Permission Sets and Other Technical Documentation

To configure the PSA Project Summary Configuration, navigate to AI Prompt Configuration Builder from the App Launcher. Then, do one of the following:

  1. To clone the existing PSA Project Summary Configuration:

    1. From the Certinia Configurations list, select PSA Project Summary Configuration.
    2. Click Clone. The Clone Configuration window opens.
    3. [Optional] Edit the configuration label.
    4. Ensure that the API Name is "GenAI_ProjectSummaryConfig" and appends with a number.
    5. Click Save. The cloned configuration opens in the main window.

  2. To create a new configuration:

    1. Click New. The New Configuration window opens.
    2. Enter a label for your new configuration.
    3. Ensure that the API Name is "GenAI_ProjectSummaryConfig" and appends with a number.
    4. Click Save. The new configuration opens in the main window.
    5. In the Custom Prompt field, select "PSA Project Summary Prompt".

  3. To manage the parameters, do the following:

    1. In the Fields to Summarize field of the relevant parameter, search for and select the fields of the predefined related list that you want the project summary to reference. To remove preselected fields that you don't want the project summary to reference, click Remove next to the field.
    2. To filter the records that you want the project summary to reference, click Add Filter. The Add Filter window opens.
    3. Select the field that you want to filter records by.
    4. Select an operator for the filter.
    5. Select a value for the filter. If you select a value that contains an N variable, the Where N Equals field displays. Enter the value you want to replace the N.
    6. Click Save to save the filter.
  4. When all of your parameters are updated, click Save to save your configuration.

To use your new prompt configuration, select it from the relevant prompt configuration field in Lightning App Builder (LAB).

For more information about the LAB property fields, see Properties for Project AI Summaries.

Note:

When you create or clone an AI prompt configuration, the system automatically appends a number to the API Name, GenAI_ProjectSummaryConfig. For example, GenAI_ProjectSummaryConfig1, GenAI_ProjectSummaryConfig2. To display the AI prompt configuration in the drop-down list of the Project Summary AI Prompt Configuration property, ensure you do not change this API Name.

To edit a saved filter:

  1. On the filter you want to edit, Click Edit Filters. The Edit Filters window opens.
  2. Edit the filter and click Save.
  3. Click Save to save your configuration.

To delete a saved filter:

  1. On the filter you want to delete, click Edit Filter. The Edit Filter window opens.
  2. Click Delete Filter.
  3. Click Save to save your change.
  4. Click Save to save your configuration.

Follow the same steps to configure the following summaries:

  • RAID summaries
  • Client summaries
  • Executive summaries

When cloning the above summaries, ensure the following API names are entered and appended with a number:

  • For RAID summaries, GenAI_RAIDSummaryConfig
  • For client summaries, GenAI_ProjectClientSummaryConfig
  • For executive summaries, GenAI_ProjectExecutiveSummaryConfig

Required Fields for Generating Summaries

Project Summaries

The following fields are required for generating project summaries and must not be removed:

  • Record ID for all included records
  • Record Name for all included records
Notes:
  • If adding a custom lookup field to the summary configuration, the Record ID and Record Name fields must also be added as fields.
  • When adding any currency field to the summary configuration, the Currency ISO Code field must also be included.

RAID Next Steps

The following fields are required for generating RAID next steps and must not be removed:

  • Action ID
  • Action Name
  • Assumption ID
  • Assumption Name
  • Decision ID
  • Decision Name
  • Dependency ID
  • Dependency Name
  • Issue ID
  • Issue Name
  • Risk ID
  • Risk Name

Client Summaries

The client summary contains the Bookings and Billings fields by default. These fields require the Currency ISO Code field to generate client summaries, and must not be removed.

Executive Summaries

The Project Name field is required for executive summaries and must not be removed.