Generating a project summary

Generating an executive summary is most significant for this widget to fulfill its main purpose. This procedure is applicable when you have an empty summary on the widget.

  1. In M3, click a project from ‘Project. Open’ (POS100).

    If used in a workspace, click a project from the M3 Search and List widget.

  2. On the widget, click Summarize project <project number> where <project number> is a unique ID for the project provided manually by the project manager or a series patterned after the project order type. The summary request might take a while to load the content.
  3. Optionally, modify the summary from the widget body.
  4. Click Save.
    Apart from what is saved on the widget, the summary is also saved to the project’s text block in M3 and on Infor Document Management (IDM).
    Note: When you use the Related Information widget alongside the Project Executive Summary widget, you can check that it generates a document that contains the similar summary saved on IDM.