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.
- Related Topics:
- Generate a Project Smart Summary
Generate a project Smart Summary to see a high-level overview of a project, a snapshot of the project's financial health for regular won projects, information about recent activities for the project, a pursuit summary for in pursuit regular projects, and a plan summary for projects with planning data. - Contents of the AI Generated Project Smart Summary Preview
The project Smart Summaries preview highlights important information about your project, including an overview of the project with key dates, top pursuit projects, active projects, completed projects, recent activities, and key performance indicators (KPIs) about the project's financial health and any related plans. - Learn More About...
Learn key concepts and components that will help you use the project Smart Summary effectively.
Parent Topic: Projects Hub