Use these steps to generate a smart summary about the current record.
Before generating a smart summary, your administrator must enable the smart summary functionality and set up user role access.
Disclaimer: Each smart summary is generated by an artificial intelligence tool using your Maconomy data. It is provided subject to Maconomy Product Terms, and Deltek does not independently verify the accuracy of the summaries that this feature produces. You should independently review and verify the accuracy.
To create a smart summary:
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Go to a workspace where the smart summary feature is enabled.
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Use the search filter and/or the
Search field at the top of the workspace to select a record.
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Click the Smart Summary assistant.
Important: If it is your first time to generate a smart summary, the following disclaimer displays:
This feature is powered by artificial intelligence. It is provided subject to Maconomy Product Terms, and Deltek does not independently verify the accuracy of the summaries that this feature produces. You should independently review and verify the accuracy.
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Click
Generate Summary.
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Once the summary has been successfully generated, click
Ok in the notification that displays.
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(Optional) Click the
Regenerate Summary icon if you want to refresh the summary, such as when new information has been added on the job.
For more information about the generated smart summary, see the following: