Use Case: Generate a Change Order Summary

Story : Jones has completed the impact assessment for a change order that affects task dates and project budget.

Example:
  • Jones : Saves the change order and clicks Generate.
  • Assistant: Creates the summary.
  • Jones: Reviews the summary, makes any needed edits to the change order, saves the change order, and then clicks Regenerate.
  • Assistant: Regenerates the summary.

What This Example Shows: The summary is created after the change order is saved, and you can regenerate it after you refine the change order details.