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About the Summarizer Service

Many features in P6 and P6 Professional use summary enterprise or project data calculations spanning multiple records and therefore rely on the creation of up-to-the-minute summarized data. When you think of summary data, think of math sums: totals and subtotals. You already have all the project data, you just want it added up and presented to you so you can easily evaluate it.

To ensure that enterprise records are current, you need to summarize projects. Summarization performs the series of calculations that update records with any new information that has been entered since the last update. Summary data tables temporarily store and share the data.

The summarizer is responsible for generating the following data:

  • Project and WBS-level summary data including subtotals for each month, week, and financial period
  • Resource and role summary data including subtotals for each WBS, month, week, and financial period
  • Enterprise-level summary data including project and resource subtotals for each EPS element

Summarizer services update project records for the selected projects.

Example: You want to see resource assignments spanning multiple resources and break out the subtotals by project and WBS. By summarizing the selected projects, the database performs the calculations necessary to display subtotals for all cost and unit fields by resource, by project, by WBS, and by time period.

Related Topics

Working with the Summarizer Service

Summarizing Projects


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