Using Records Summarization (Cloud Only)

If your Company Administrator enables Records Summarization with AI and your designer configures and deploys the applicable business process (BP) designs, you can use AI to generate summaries for the following BP types:

• Cost
• Document
• Line Item
• Project/Shell Creation
• Request for Bid (RFB)
• Simple
• Text

Records Summarization helps users quickly review information, identify key issues, and focus on the most important details. For example, project managers can summarize safety incident reports when preparing project status reports or summarize meeting minutes to identify high-priority action items. Project coordinators can summarize daily reports when preparing weekly status reports. Contracts administrators can summarize Request for Information (RFI) responses from a specific vendor to focus on the reported issues.

You can generate summaries for records within a specific project/shell, or you can use the Master Log to generate summaries across multiple projects/shells. If a Cost, Document, or Line Item BP is configured to use query-based tabs (QBTs), you can also generate summaries from the records listed on the Query tab.

Using Records Summarization at the portfolio level provides additional benefits. It helps you identify insights and trends across projects to support strategic decision-making. It also helps identify recurring risks and emerging opportunities so that you can address issues or act on opportunities earlier.

Even if Records Summarization is disabled at the company level, your administrator can still configure summarization for a BP if the BP design supports the feature.