Properties for 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.

This table lists the fields available in the properties pane in Lightning App Builder for the Certinia Summary Project AI Summaries component.
Field	Description	Default Value
Project Summary AI Prompt Configuration	Enables you to select the prompt configuration for the project AI summary.	GenAI_ProjectSummaryConfig
Project Client Summary AI Prompt Configuration	Enables you to select the prompt configuration for the project AI client facing summary.	GenAI_ProjectClientSummaryConfig
Project Executive Summary AI Prompt Configuration	Enables you to select the prompt configuration for the project AI executive facing summary.	GenAI_ProjectExecutiveSummaryConfig
RAID Next Steps Summary AI Prompt Configuration	Enables you to select the prompt configuration for the RAID Next Steps project AI summary.	GenAI_RAIDSummaryConfig

Concepts

About Project AI Summaries

About Project Task AI Summaries

Project Hierarchies

About Project Templates

Project Team Schedule Overview

Project Planning Methodologies

Task-Based Resourcing Overview

About the Delivery Tracker

About Portfolios

Tasks

Setting Up Project AI Summaries

Generating Project AI Summaries in PSA

Generating Project Task AI Summaries in PSA

Configuring the PSA AI Project Summary

Configuration for Creating a Project Using the PSA Actions: Project Creation Lightning Components

Creating a Project from an Existing Project or a Template

Creating a Project from an Opportunity

Managing Project Tasks from Gantt on a Project Record

Creating a Project from a Template

Creating a Milestone

Deleting a Project

Copying Information from a Project Template

Creating a Project

Creating a Change Request

Creating a Child Project

Sharing a Project

Updating Baseline Version Fields

Viewing Reports

Viewing the Project Cost and Revenue Summary

Setting up Project Tracking Against a Billing Cap

Tracking Projects Against a Billing Cap

Adding Project Tracking to the Project Detail Layout

Adding Assignments from a Template

Adding Milestones from a Template

Adding Resource Requests from a Template

Adding Records from a Template

Adding Project Tasks from a Template

Viewing and Updating Project Variance

Viewing Project Variance

Setting up Financial Information on Project Tasks

Tracking Project Source

Using the Delivery Tracker

Setting Up Portfolios

Using Portfolios

Reference

Project AI Summaries Fields and Buttons

Permissions for the Project AI Summaries Component

Create Project Fields

Create Project from Template Fields

Adding Records from Template Fields

Copying from Project Template Fields

Milestone Fields

Custom Opportunity Product Fields

DEPRECATED: Project Variance Batch Fields

DEPRECATED: Project Variance Batch Log Fields

Project Variance Settings

Permissions for Adding Assignments from a Template

Permissions for Adding Milestones from a Template

Permissions for Adding Project Tasks from a Template

Permissions for Adding Resource Requests from a Template

Permissions for Adding Records from a Template

Permissions for the PSA Actions: Project Creation Lightning Component

PSA Actions: Project Creation Lightning Component Fields

Permissions for Creating Resource Requests from Project Tasks (Lightning)

Task-Based Resourcing Settings

Project Source Fields

Permissions for the Project Gantt Lightning Component

Project Gantt Lightning Component Properties

Project Assignments Breakdown Fields

Project Assignments Breakdown Lightning Component Properties

Project Task Fields

Project Task Assignment Fields

Gantt Buttons, Controls, and Fields

Project Budgets Fields

Permissions for the Project Budgets Lightning Component

Permissions for the Project Assignments Breakdown Lightning Component

Portfolio Fields and Buttons