Project Executive Summary

Use this widget to summarize a project recorded in (POS100) using GenAI. An executive summary usually includes the project’s overview, status, performance, budget analysis, suggestions for known issues, and a conclusion. However, the content may still require verification to ensure the accuracy of AI-generated responses. The sections for suggestion and conclusion, for example, are results based on the data gathered from the project activities.

The summary is also saved in M3 as a text block and as a document in Infor Document Management (IDM).

Another functionality of the widget includes Copy text to clipboard, wherein you can copy the summary content and paste it on a separate notepad or word file to check the content in another format.

Prerequisites

  • When you use this widget in a workspace, you must open another widget that sends the required entity type that is used to retrieve appropriate data. For example, you may use the M3 Search and List widget to get and display information on project data.
  • You must open or start a project before you use this in M3.

    See the M3 Business Engine User Documentation Library (Cloud) and select M3 Project Management.

  • You are required to configure IDM to enable adding and saving of documents both in IDM and M3.

    See Infor OS User and Administration Documentation Library (Cloud) for information on in-context applications.

  • Create a mapping of the document ID using XQuery to display only the applicable information in the widget and related information context application.

    See Infor OS User and Administration Documentation Library (Cloud) to for information on business context mode.

  • You must add InforProject as an entity type for the IDM Business Context Model. Ensure that UNION /Project_Executive_Summary[@Project_Number = "{id1}"] is included in the XQuery field with consideration that the Project number is set as id1 in the InforProject entity.

Supported context message

This widget receives this published inforBusinessContext message: InforProject - PROJ.