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Summarise a job with BMS AI

Needs setupFor: All staff

A short summary of the timeline; never given money.

At the top of a job’s Timeline, the Work Summary band (BMS AI (Beta)) summarises the job’s history in a few bullet points.

A job's Timeline tab with the Work Summary band at the top and its Show Summary link.
The Work Summary band.
  • Show Summary writes it; Refresh rewrites it after new activity; Hide Summary folds it away.
  • The summary never includes money figures, because colleagues who cannot see dollar amounts may read it.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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