Summarize project data

Follow these steps to use the summary service to roll up and save resource quantity, cost, and/or custom user field information for projects at any level of the WBS or EPS.

1. Choose Enterprise, Projects.
2. Select the project you want to summarize.
3. Choose Tools, Summarize, then choose Open Projects or All Projects.

   When connected to a P6 EPPM database: The job is now sent to a queue and run as an ASAP service. Because the job is not run locally from P6 Professional, there may be a time lag before it is processed. The status of your job, such as pending, failed, running, or completed, appears in the Last Job Request field in the status bar of your screen. You can also click Tools, Job Status to display the Job Status dialog box for details about the status of jobs. Finally, a message appears in the taskbar, along with the Oracle icon, when the job completes successfully or if it fails to complete successfully. The message appears for ten seconds and displays the internal job name of the job. After ten seconds only the Oracle icon continues to appear, and you can click it to view the message. Use P6 to view the log file.

4. When connected to a P6 EPPM database: When the job completes successfully, press F5 to refresh open windows with the latest data.

Tips:

• When connected to a P6 Professional database: P6 Professional can automatically summarize project data at regularly scheduled intervals.
• When connected to a P6 EPPM database: The Last Job Request field in the status bar of your screen displays the status of the last job request that you submitted. So if you submit two jobs, only the status of the last request appears.

Notes:

• When connected to a P6 Professional database: Global resource summaries are only recalculated when you select "All Projects."

When connected to a P6 EPPM database: Global resource summaries always occur.

• When connected to a P6 EPPM database: Enterprise project summaries do not occur when you run a summarizer job from the client.

Related Topics

Viewing summary project information