Working with the Company Summary

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Working with the Company Summary

The company summary provides a snapshot summary of values from your projects and shells.

You can customize the company summary to display any reportable project or shell related information in table or graphical format. The summary information is pulled from summary-type, user-defined reports or from pre-configured, standard data-type reports. You can add the reports that you want to display, and move them around to customize the summary view.

You can also print the company summary.

To access the company summary

Go to the Company Workspace tab and click Summary in the Navigator. The Company Summary page opens.

To add reports to the user view

Go to the Company Workspace tab and switch to User mode.

Click Summary in the left Navigator. The Summary window opens in user view. The initial reports included in the summary are displayed in table format. You have the option to modify how these reports display, remove them from the summary view, or add other summary reports.

From the Edit menu, choose one of the following:

•

Left Column: To add information to the left side of the window

•

Right Column: To add information to the right side of the window

The Left Column Blocks or Right Column Blocks window opens.

Do one of the following:

•

To add a user-defined summary report, click the Add Custom button. The Custom Summary Block window opens. Complete the window and click OK.

•

To add a pre-configured, standard data-type report, click the Add Standard button. The Standard Summary Block window opens. Complete the window and click OK.

The report will be added to the Blocks window.

Click Close. The Company Summary - User View window will update to include the new report.

Available company-level standard reports

To manage blocks on the Company Summary - User View

Go to the Company Workspace tab and switch to User mode.

Click Summary in the left Navigator.

From the Edit menu, choose one of the following:

•

Left Column: To add information to the left side of the window

•

Right Column: To add information to the right side of the window

The Blocks window opens. The blocks are listed in the order in which they appear on the page.

To move a block, select it and click Move Up or Move Down.

To delete a block, select it and click Delete.

To change the display type, title, or other block property, select the block and click Open. Make changes as necessary and click OK.

To print the company summary

Go to the Company Workspace tab and switch to User mode.

Click Summary in the left Navigator.

From the File menu, click Print Preview. The preview window of the summary displays.

Click the Print icon in the upper right corner of the window.

For more information, see Adding an Image and Adding a Hyperlink.

Oracle Corporation

Name	Drill down to
<BP Name> Count by Status	No drill down
<BP Name>% by Status	No drill down
<BP Name> Count by Company	No drill down
<BP Name>% by Company	No drill down
<BP Name> Count by User	No drill down
<BP Name>% by Creator User	No drill down
<BP Name> - Tasks by User	Home ‡ Tasks
<BP Name> - Tasks All Users	Home ‡ Tasks
Record Count per BP	No drill down
Current User Task Count	Home ‡ Tasks
All User Task Count	No drill down