Summarization Page of the Project Preferences Dialog Box

Overview

Use this page to configure summarization options for the selected project.

Screen Elements

Enable Summarization option

Determines whether a project will be summarized. If you select this option, the fields on the Summarization page are enabled. If this option is cleared, the project will not be summarized.

Summarize project based on options

Determines whether the project is summarized based on High-level resource planning or Detailed activity resource assignments.

Typically, use the High-level resource planning option for future projects that are currently specifying only high-level (project and WBS) resource allocation requirements, or for projects that are underway, but for which you do not want to assign resources at a detailed activity level. Use the Detailed activity resource assignments option for in-progress projects when you want to review detailed activity-level summarized data, for example, when evaluating detailed resource usage against planned allocation or for earned value reporting.

Summarize to WBS Level list

Determines the number of summary WBS levels stored in the database.

Last Summarized On field

The date on which the summarizer service was last run for the project.

This is useful for assessing whether summary data for the project is current.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, click the Actions menu and select "" Set Project Preferences....
  4. In the Project Preferences pane, click Summarization.

Related Topics

Configuring Project Summarization


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