Generating a BP Summary (Cloud Only)

If you configure BP Summary settings before you run the summary for the first time, or if you update the settings after you run a summary, the system uses the latest saved settings to generate the summary. Otherwise, the system applies the default settings configured for the BP. The system also uses these settings when you generate a summary from a Query tab.

To generate a BP Summary:

  1. Select one of the following:
    • To generate a summary for a specific project/shell:
      1. Go to the project/shell tab, and switch to User mode.
      2. In the left Navigator, select Logs, and then select the applicable BP to open the BP log.
    • To generate a summary from a Query tab:
      1. Go to the project/shell tab, and switch to User mode.
      2. In the left Navigator, select Logs, and then select the applicable BP to open the BP log.
      3. Open the applicable BP record, and then access the Query tab. For example, for a Contract BP, you might open a Change Order or Invoices BP, and then select the Query tab.
    • To generate a summary for multiple projects/shells:
      1. Go to the Home tab.
      2. In the left Navigator, select Master Log - Business Processes, and then select the applicable BP to open the BP log.
  2. In the log, select the applicable records to include in the summary.

    If you do not select any records for a specific project/shell, or for multiple projects/shells, the system displays an error message and does not prepare a summary. If you do not select records for Query tab, the system prepares a summary based on records as described in Using AI to Summarize a BP (Cloud Only).

    To filter the displayed list of records, select a view from the View list, or use Search or Find on Page.

  3. From the toolbar, select "" AI Summarize.

    The system displays a separate panel while it generates the summary. If this is the first time that you use the option, the system uses the default settings configured for the BP. Otherwise, it uses the settings you specified previously.

    If you generate the summary from the Master Log - Business Processes node and the Enable Grouping by Project/Shell option is enabled, the system groups the information by project/shell.

    After the summary is generated, the panel includes a line below the content to that shows which settings were applied. The panel also includes additional options to do the following:

    • Change the "" Settings. For more information, see Configuring Settings for the BP Summary (Cloud Only).
    • Save "" the summary.

      Note:

      This option is not available for summaries generated on a Query tab.
    • Copy "" the summary to your clipboard so that you can paste it into another document, such as a Microsoft Word file.