Set a project's summarization options

  1. Choose Enterprise, Projects.
  2. Select the project you want to summarize.
  3. Display Project Details, then click the Settings tab.
  4. 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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Last Published Wednesday, May 25, 2016