1. Project Planning Agent Assistants
  2. Set Up and Access the Project Change Order Summary Generation Assistant

Set Up and Access the Project Change Order Summary Generation Assistant

This topic provides the setup and security guidance needed to use the assistant, including opt-in, permission groups, and required privileges.

Before you start

Make sure the Project Change Order Summary Generation feature is enabled through Opt In for Project Execution Management and that the users who will use it have the required permission groups and privileges.

To access this feature, complete the following steps:
  • Enable the Project Change Order Summary Generation feature through Opt In in the Project Execution Management offering in Setup and Maintenance.
  • Enable the required permission groups in the Security Console for each role that you want to use with this feature.
To enable permission groups:
  1. Navigate to Navigator > Tools > Security Console and click Roles.
  2. Search for the job role you want to use with the AI-assisted feature and select Edit Role.
  3. On the Basic Information page, click Enable Permission Groups, and confirm your choice.
  4. Open the Role Hierarchy step. If needed, go to the Roles and Permission Groups tab and add the required feature-specific duty role and any required runtime duty role.
  5. Click Summary, then click Save and Close.

If your organization uses custom roles, add the appropriate feature-specific AI assistance duty role to those custom roles as needed, and then enable permission groups for those roles in Security Console.

To use this feature, you need the following privilege and duty role:
  • Manage Project Changes (PJE_MANAGE_PROJECT_CHANGE_PRIV) privilege
  • Project Change Summary Generation Assistant (ORA_PJE_PROJECT_CHANGE_SUMMARY_GENERATION_ASSISTANT_DUTY) duty role
This duty role is included in the seeded Project Manager and Project Management Duty role hierarchies.
Note: The application generates the summary in your preferred language if that language is supported. If it isn't supported, the summary appears in English. Reviewers and approvers can also see the summary directly in notifications.