Working with the Project Summary

The project summary provides a snapshot of the overall project. You can configure what information is displayed in your project summary. There are two available views of the project summary:

Standard View: The standard view of the project summary displays an overview of the project:

User View: You can customize the project summary to display virtually any reportable project-related information in table or graphical format. The summary information is pulled from summary-type, user-defined reports or from preconfigured standard data-type reports.

You can drill down to the respective log window by clicking a hyperlink from a summary report block.

To access the project summary

1

Open a project and click Summary in the Navigator.

2

Click the View menu, and choose Standard to view the standard view or User to view the user-defined view.

3

Click a link to jump directly to the respective log window.

To print a project summary

1

Open a project and click Summary in the Navigator. You can print both the user view and the standard view.

2

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

3

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

Configure your project summary

To help you keep track of the information that is most useful to you, you can customize the information that is displayed in the Project Summary window. Each part of the summary page is called a block. The data shown in a block can be in table form, a bar graph, or a pie chart. The summary page displays blocks on the right or the left.

You can add, edit, view, or delete summary reports as described below. You can customize how the summary report data is arranged in the Project Summary window, including displaying it on the left or right column, arranging the order of the display, and displaying the information as a table, bar chart, or pie chart.

The data that is displayed in this view is generated from summary-type, user-defined reports. Each block represents one report.

Available project-level standard reports

Name	Drill down to	Default
<BP Name> Count by Status	BP Log
<BP Name>% by Status	BP Log
<BP Name> Count by Company	BP Log
<BP Name>% by Company	BP Log
<BP Name> Count by User	BP Log
<BP Name>% by Creator User	BP Log
<BP Name> - Tasks by User	Project ‡ Collaboration ‡ Tasks
<BP Name> - Tasks All Users	Project ‡ Collaboration ‡ Tasks
Record Count per BP (for current user)	BP Log based on which BP link was clicked	Yes
Record% per BP	BP Log based on which BP link was clicked
All Users (by company)	Project ‡ Project Information ‡ Project Directory
Logged in Users (by company)	Project ‡ Project Information ‡ Project Directory	Yes
Current User Task Count	Project ‡ Collaboration ‡ Tasks	Yes
All User Task Count	No drill down
Total Documents	Drill down to Document Manager	Yes

To add reports to the user view

1

Create summary-type reports that include the information that you want to display in the summary. See "User-defined report data types" for more information.

2

Open a project and click Summary in the Navigator. The Summary window opens.

3

Click the View menu and choose User.

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.

4

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.

5

Do one of the following:

•

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

•

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

Use the information in the following table to complete the fields in the Add Custom window.

 

In this field	Do this
Report Name	Click the Select button. The User-Defined Reports window opens, listing the available summary reports. Select a report from the list, and click the Open button. (If the list is long, you may click the Find button and enter search criteria to help locate a specific report.) Note: Note: Reports that are already used in the summary page are shown with a check mark. You can use a report more than once. For example, you might want to include the same report in both table and pie chart formats.
Description	This is populated automatically with the report description, if one exists.
Block Title	This will appear over the data on the summary page. By default, the field will show the report name, but is editable.
Display Type	Choose to show the data as a bar chart, pie chart, or table format.
Show Result	Choose one of the following: • Actual Value: Shows the actual value of what is being reported (number of records for a particular BP type, etc.). • Percent distribution of total: Calculates the value as a percentage of the total (the percentage of total records to which a BP type corresponds, etc.).
Show Total	Select this checkbox if you want to display the total value of the data. This will vary, depending on what data is used in the report. For example, it may include the total number of records, total currency amount, etc.

Use the information in the following table to complete the fields in the Add Standard window.

In this field	Do this
Report Name	This field will auto-populate with the selection from the Report On field.
Data Type	Choose a standard data type to add to the summary. Choices include:
	• Business Process • Document Management	• Active Task Information • Users • List of project business processes
Report On	The selection list is dependent on what is chosen from Data Type. Choose from the selection list. The Report Name field will auto-populate with the standard report.
Block Title	This will appear over the data on the summary page. By default, the field will show the report name, but is editable.
Display Type	Choose to show the data as a bar chart, pie chart, or table format.
Show Result	Choose one of the following: • Actual Value: Shows the actual value of what is being reported (number of records for a particular BP type, etc.). • Percent distribution of total: Calculates the value as a percentage of the total (the percentage of total records to which a BP type corresponds, etc.).
Show Total	Select this checkbox if you want to display the total value of the data. This will vary, depending on what data is used in the report. For example, it may include the total number of records, total currency amount, etc.

To move or delete blocks on the Project Summary - User View

1

Open the Project Summary - User View.

2

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. Blocks are listed in the order in which they appear on the page.

3

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

4

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.

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