Contents of the AI-Generated Job Smart Summary

The Job Smart Summary highlights important job information, such as key performance indicators (KPIs), risks, and job analysis status.

Contents

Each Job Smart Summary contains up to six sections that provide information about the job.

You can copy the contents of the smart summary by clicking the Copy Smart Summary icon in the bottom right corner of the assistant.

Section	Contents
Overview	This section provides general job information, such as a brief description of the job, the designated project manager, and the scheduled start and end dates.
Customer Information	This section provides a brief description of the customer associated with the job.
Financial Health	This section provides a snapshot of the job's current financial state and key performance indicators (KPIs).
Accounts Receivables	This section presents an overview of the accounts receivables balance, detailing open invoices and identifying any overdue amounts.
Job Risks	This section lists any open risks associated with the job.
Job Analysis	This section presents a short analysis of the job's current status, outlining any factors that could affect its progress.