Project Smart Summary

The project Smart Summary provides a high-level overview of your projects, highlighting financial health, recent activities, pursuit information, related plans, and key performance indicators (KPIs).

After you generate a project Smart Summary preview and verify its contents, you can copy the preview contents to the file format of your choice.

Use the tool to rapidly build Smart Summary briefings using AI-generated technology and your data. For example, you can create briefings that summarize data for your clients or projects. For more information, see Using the Smart Summaries Tool.