Set global summarization options (P6 Professional Only)

In addition to specifying summarization options per project (Project Details, Settings tab), if you have administrator rights, you can specify global summarization options for storing resource spreads at the activity and resource levels.

1. Choose Admin, Preferences.
2. Select the Options tab.
3. In the 'Select summarization periods' section, choose how you want to summarize and store resource data: By calendar, By financial period, or both.
   
   If you choose to summarize and store resource data by calendar intervals, in the WBS Level field, choose the time interval, such as week or month, for storing summarized activity data. Then, in the Resource/Role Assignment Level field, choose the time interval, such as week or month, for storing summarized resource data.
   
   If you choose to summarize and store resource data by financial period intervals, activity and resource data is stored in financial period intervals that correspond to the financial periods defined in the Financial Periods dictionary. Choosing this option enables P6 Professional to display all activity and resource data (including non-past period actual data) in financial period timescale intervals.
   

Tips:

• If you want all project data in the database to be summarized by financial period (including closed projects), you must create financial periods that span the date range of all projects in the database. For example, if the oldest project in your database has a project start date of October 1st, 2001, your financial periods should begin on or before that date.
• If you choose to summarize data by financial period, you must summarize closed projects at least once to store project data in financial period intervals. Doing so ensures that data will display accurately in profiles and spreadsheets when users choose to display data for all projects in a financial period timescale interval (rather than open projects only).

Notes:

• If you choose to summarize by both calendar and financial period intervals, the runtime of summarizer jobs will increase.
• If you summarize projects with the 'By calendar' option selected, then clear the checkbox and summarize projects again, the previously existing summary activity and resource spreads are not removed; you must remove them manually.
• If financial periods are not defined in the Financial Periods dictionary, you can select the 'By financial period' option but data will not be summarized by financial period.

Related Topics

Set a project's summarization options