Smart Summary Categories Concepts

Each category specifies the root window, key fields, and an optional default smart summary type.

Categories determine in which functional workspaces the Smart Summary assistant appears, such as the Job Home workspace for job summaries or the Customers workspace for customer summaries. Administrators can create standard category setups, which automatically load predefined summary types, or modify category configurations to support custom summarization needs.

For more information about configuring smart summary categories, refer to the Deltek Maconomy System Admin Guide.