If you want to summarize projects after you modify high-level planning assignments, you can choose an option to automatically summarize projects in the Resource Planning spreadsheet on the Plan Resources page.
Note: For the projects to be summarized, you must select the High level resource planning option on the Projects > Details > Settings page. Summarization is a performance intensive process. Contact your administrator before turning this option on.
To automatically summarize projects when you leave the Resource Planning spreadsheet
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- Click Customize at the top of the Plan Resources page.
- Mark the checkbox beside the Automatically summarize on leaving the spreadsheet option in the Customize Spreadsheet window.
- Click Save to save the settings.