1. Project Performance Agent Assistants
  2. Generate a Program Progress Summary

Generate a Program Progress Summary

This topic provides the steps to generate a program status summary from a report template.

Before you start

Make sure the feature is enabled and you have access to the report template that contains the Program Executive Update catalog item.

Steps to Generate a Program Progress Summary

  1. Open an existing report template or create a new one.
  2. Add the Program Executive Update catalog item to the template.
  3. Refresh the report data.
  4. Generate the summary.
  5. Review the draft summary.
  6. Edit the text as needed.
  7. Finalize the summary.

What the summary includes

The generated summary can include:

  • Key program metrics
  • Key achievements
  • Insights
  • At-risk projects
  • Recommendations
Note: The quality of the generated summary depends on the quality of the source data. For the best results, make sure your project and program details are complete and current, including budgets, forecasts, action plans, and clear names and descriptions.