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.

Prerequisites: Before you generate a Smart Summary, your administrator must Enable AI-Generated Smart Summaries and Set Up Role Security Access for Smart Summaries to Smart Summary Previews.

You can generate a project Smart Summary for the top level of the work breakdown structure (the project level) for any project with a charge type of Regular or Promotional.

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.

To create a project Smart Summary:

1. In the Navigation pane, select Hubs > Projects > Project.
2. In the Find project quick search field at the top of the Projects form, select a project.
3. On the Summary pane, click the Smart Summary button.

   Hubs > Projects > Project

   IMPORTANT: The first time that you generate a Smart Summary, the following disclaimer message displays, along with a prompt:

   Smart Summaries are provided subject to the Vantagepoint Product Terms, and Deltek does not independently verify the accuracy of each Smart Summary. You should independently review and verify the accuracy of each Smart Summary.

   You must accept the terms before generating the Smart Summary.

4. Click the Accept and Generate button to create a project Smart Summary preview that presents one or more of the sections in the following table.

   Section	Contents
   Overview	This section presents general project information, including the project status, the primary client, key dates, key project employees, and upcoming milestones for the project.
   Financial Health	This section provides a snapshot of the project's current financial state and key performance indicators (KPIs).
   Recent Activities	This section displays information about the five most recent activities by start date, excluding any private activities.
   Pursuit Summary	This section displays pursuit details, such as the estimated fee, weighted fee, and key pursuit employees.
   Plan Summary	This section summarizes the project's plan, which includes planning data about the plan schedule and regular and promotional projects (such as planning dates and Labor EAC), as well as metrics for all active awarded projects. This summary also provides a list of and information about the team members with the highest estimate-at-completion hours and labor category.

   For more information, see Contents of the Project Smart Summary Preview and Project Smart Summary KPIs and Calculations.

5. Verify the contents of the briefing.

   All Smart Summary briefings are stored in Vantagepoint for 30 minutes. Each section is stored separately to enable you to correct an error in an individual section and then regenerate the briefing.

6. To copy Smart Summary information to a third-party application, click the Copy to the Clipboard button.
7. Paste the Smart Summary briefing contents into the document or file of your choice.