Contents of the AI Generated Client Smart Summaries Preview
The client Smart Summary highlights important client information, including recent activities, top pursuit projects, active projects, completed projects, and key performance indicators (KPIs).
Contents
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.
Disclaimer: Each Smart Summary briefing is generated by an artificial intelligence tool using your Vantagepoint data exclusively. This tool is provided subject to the terms of your Vantagepoint licensing agreement governing the use of Smart Summaries. Deltek does not represent, warrant, or independently verify briefing accuracy. You are strongly encouraged to independently review and verify the accuracy of each Smart Summary briefing that you generate.
Each client Smart Summary contains up to five sections that provide information about the client firm. For more detailed information about client Smart Summary key performance indicators (KPIs), see Client Smart Summary KPIs and Calculations.
To copy the briefing contents, click the Copy to the Clipboard button. All generated Smart Summary briefings are stored in Vantagepoint for 30 minutes. Each summary section's responses are stored separately, to enable you to regenerate a section if it contains an error.
Section Heading | Section Description and Contents |
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Executive Summary |
This section always displays. This section provides a high-level overview of the client firm, including the following information:
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Recent Activities |
This section displays only if you have CRM enabled. This section lists the five most recent activities by Start Date, with the exception of Private Activities. The following information is reviewed by AI for each activity:
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Current Pursuits
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This section displays only if you have either CRM or Resource Planning enabled. This section includes the metrics for Active Pursuit Projects where this client is the primary client. This section also includes the Prior Pursuits metrics and the top five pursuits metrics. If you use multiple currencies, the estimated fee is translated to the functional currency for the active company. The currency calculation is the same as that used for a presentation currency on a dashboard or in a report. Metrics for Active Pursuit Projects:
Prior Pursuit Projects Metrics:
Top 5 Pursuits Projects Your top five active pursuit projects are summarized by AI. The following project information is reviewed for the summary:
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Active Awarded Projects
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This section always displays. This section provides metrics for all active awarded projects for which this firm is the primary client. If you use multiple currencies, amounts are in the functional currency of the active company. The currency calculation is the same as that used for a presentation currency on a dashboard or in a report. Metrics for Active Awarded Projects The following information is included:
Top 5 Awarded Projects This section lists the top five active, regular projects for which this firm is the primary client, by compensation or estimated fee. The following information is included:
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Top Completed Projects
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This section always displays. Use this section to view metrics for all inactive or dormant awarded projects where this firm is the primary client. If you use multiple currencies, amounts are in the functional currency for the active company for which you are logged in. The currency calculation is the same as that used for a presentation currency on a dashboard or in a report. Metrics for Completed Projects
Top 5 Completed Projects This section lists the top five inactive and dormant regular projects, by compensation or estimated fee. This section includes all projects for which this firm is the primary client. The following information is included for each project:
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