AI Tab of System Settings

The AI tab of the System Settings form enables you to set up your login credentials to an artificial intelligence tool.

If you encounter issues in your AI connection set up, contact your System Administrator.

For more information on Azure OpenAI Service documentation, refer to the Microsoft website.

Azure Open AI Authentication

Use the fields in this pane to enter your Azure OpenAI credentials to utilize the Narrative Score feature.

For more information on the Narrative Score feature, see the "Narrative Score" and "Assisted Explanation of Variance Form" topics in the PM Compass Help System.

In addition, there is a token limit per minute when interacting with Azure OpenAI, depending on your company’s setup. Deltek recommends reviewing the AI model deployment in your subscription and adjusting the token usage/limit accordingly. If needed, submit a quota increase request to Microsoft.

You can access the Request for Quota Increase form on the Microsoft Azure website.

API Key

Use this field to enter the text string provided when the Azure OpenAI account is created. This field also refers to your account ID.

Deployment

Use this field to enter the name of the deployment you want to use.

For the selected deployment, make sure that the Version Update Policy in Azure OpenAI is set to Once a new default version is available. This will ensure a consistent connection with PM Compass and Azure OpenAI.

Endpoint URL

Use this field to enter the URL that directs to the current instance of Azure OpenAI referenced in the Deployment field.

Test Connection

Click this button to test your connection.

• If the connection is successful, a "Connection Successful" message displays.

• If the connection is not successful, a "Connection Failed. Please make sure credentials are valid." message displays.

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