Generating a Project Summary in PSA

To generate a new project summary and apply recommended actions:

1. From the record page of the project you want to summarize and click Generate Summary.
2. In the Recommended Actions section, click Generate RAID Next Steps.

Generating RAID Next Steps

You can generate suggested RAID actions by clicking Generate RAID Next Steps.

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

• Overview
• Next Steps

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 the Client-Facing Project Summary

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

To generate a client facing summary:

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

The client-facing summary is generated in the Client Facing Summary window, which you can copy.

Generating the Executive Summary

You can also generate an executive summary 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 generated in the Executive Summary window, which you can copy.