Smart Summaries
Use this feature to create high-level summaries of data in workspaces, such as key information and metrics related to a record, using AI-generated technology.
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.
Standard smart summaries for jobs and customers are available by default in Maconomy. Administrators and users with the appropriate permissions may configure the prompt and data foundation for these standard smart summaries. Template smart summaries are also provided for specific areas, which can be used to create your own custom smart summaries.
For more information about configuring smart summaries, refer to the Deltek Maconomy System Admin Guide.
This feature is available in several workspaces if a supported smart summary type is available for those records, and if the user has the requisite permissions to create a smart summary.
- Job Home
- Budgeting
- Estimating
- Customers
- Company Customers
- Vendors
- Employees
Users can create a smart summary by clicking the Generate Smart Summary action in the assistant.
Security and Access Control
This feature respects application, record, and field-level security settings in Maconomy. It will generate information based only on the data a user is permitted to access.