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Automatically summarize projects when resource planning assignments change

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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

  1. From the Resources action menu in the global navigation bar, choose Plan Resources.
  2. Click Customize at the top of the Plan Resources page.
  3. Mark the checkbox beside the Automatically summarize on leaving the spreadsheet option in the Customize Spreadsheet window.
  4. Click Save to save the settings.