SECTIONSProject Summary Overview
The Project summary enables you to leverage the power of Certinia AI by generating a summary of a project that includes the stage, project manager, and the account associated with your project. Additionally, the Project summary displays information such as the start and end dates, and the duration of your project. 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. The Project summary can be viewed and generated on the project record.
Generating a Project summary for your project includes the following sections.
Financials
The Project summary includes a Financials section. This provides a summary regarding the financial health of your project and enables you to see a quick overview of the bookings, billings, the project margin, and the total costs. The Financials section also compares the total spent to the budget set for your project. The values included are always in the currency code of the project you are summarizing.
Risks
The Project summary includes a Risks section. This section provides a summary regarding open risks, which could impact your project, and displays the severity as recorded on the risk record page. The Risks section also provides direct links to the risk record page, and a short summary of their key themes.
Staffing
The Project summary includes a Staffing section. This section provides a summary regarding the current staffing on your project, such as resources assigned to specific roles, and if their schedule hours are accounted for in these roles. The staffing summary also details if there are any outstanding staffing decisions remaining, and the number of hours required for the role.
Deliverables
The Project summary includes a Deliverables section. This provides a summary regarding project milestones upcoming in the next month and their end dates. The Deliverables section also displays in progress project tasks, the resources they are assigned to, and a summary of the work being completed in the project task.
All records in the Deliverables section are also linked, enabling you to navigate to milestone and project task record pages as required.
Recommended Actions
This section enables you to generate RAID Next Steps or edit the project summary as required. Clicking Generate RAID Next Steps provides you with a more in-depth view of the most severe issues and risks currently impacting your project, and provides up to five suggested next steps to minimize their impact.
RAID Next Steps
RAID Next Steps are generated from your project summary. 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
Client-Facing Project Summary
You can generate a client-facing summary from your project summary. The new summary provides similar information provided in the project summary, with the following changes to make it more suitable for a client communication:
- Customer orientated headings
- An email format, providing to and from contact information
- Pleasantries and greetings
- A call to action
- An ending statement
Executive Project Summary
You can generate an executive summary from your project summary. The new summary provides similar information provided in the project summary, but is refined to better communicate with project stakeholders and executive leadership.