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Summarizing Projects

Summarize projects to maintain up-to-date project data.

To summarize projects:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Select a project or EPS node.
    2. Click the Actions menu and select "" Summarize Projects.

Tips

  • When you summarize projects from the Activities page, the application will summarize any of the currently open projects. When you summarize from the EPS page, only the selected projects will be summarized.
  • You can schedule the application to automatically summarize projects on a periodic basis. See Creating Scheduled Services.
  • To summarize projects after you modify high-level planning assignments, select the Automatically summarize on leaving the spreadsheet option on the Customize Spreadsheet dialog box of the Planning page in the Resources section.
  • These services are removed from the database based on the ASAP Cleanup Rate your P6 administrator specifies on the Configurations tab in P6 Administrator application. Once the time is met all ASAP jobs that have a status other than running or delegated will be removed from the table automatically. Running and delegated jobs will be removed if they are older than the cleanup rate or if they are older than one day, whichever is greater.
  • You can also summarize projects from the Actions menu of the Activities page.

Related Topics

About Summary Data

Working with the Summarizer Service

EPS Page


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