Set a project's summarization options
- Choose Enterprise, Projects.
- Select the project you want to summarize.
- Display Project Details, then click the Settings tab.
- In the Summarized Data section, type the maximum WBS level to which the project can be summarized in the Summarize to WBS Level field. When P6 Professional is connected to a P6 EPPM database, this value represents the number of levels of data that will display in the Portfolios section of P6.
When connected to a P6 EPPM database: Choose whether you want the summarizer to calculate and display summarized resource data based on project-level or activity-level resource assignments. Typically, use the High Level Resource Planning option for future projects that are currently planning high-level 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 Detail Activity Resource Assignments option for in-progress projects when you want to review detailed activity-level summarized data, for example, for earned value reporting.
The Last Summarized On field displays the last time data were summarized for the project.
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