Step-by-step guidance
Who can do this: AI must be enabled with available usage, and the user needs AI action and source-data access.
Before you begin
- A current project with meaningful delivery evidence
- Current capacity, time, or budget data when those topics should appear
Steps
- Open the project and choose Generate project summary.
- Confirm the scope and available source context.
- Verify material statements against the project.
- Use or share the result only after human review.
Expected result
The user receives an evidence-based explanation without changing confirmed project information.
Next action
Correct stale source data or add human context before using the summary in a decision.
Common problems
- Sparse data produces a limited result.
- Restricted data is unavailable.
- Generated wording may be incomplete or incorrect.