The program summary provides a snapshot of the overall program. There are two available views:
- Summary - Standard View: System-generated summary that summarizes program information.
- Summary - User View: You can customize the program summary to display virtually 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.
To access the program summary
- Go to the Standard Projects tab and switch to User mode.
- Click Programs in the left Navigator.
- On the log, open a program, then click Summary in the left Navigator.
- Click the View menu and choose Standard to view the Summary - Standard View or User to view the user-defined view (Summary - User View).
The standard view of the program summary displays an overview of the program.
To print the program summary
- Go to the Standard Projects tab and switch to User mode.
- Click Programs in the left Navigator.
- On the log, open a program, then click Summary in the left Navigator.
You can print both the user view and the standard view of the program summary.
- From the File menu, click Print Preview. The preview window of the summary opens.
- Click the Print icon in the upper right corner of the window.
Configure a program summary
Like the project or shell summary, you can customize the information that is displayed on the Program Summary window by defining blocks.
To add reports to the user view
- Go to the Standard Projects tab and switch to User mode.
- Click Programs in the left Navigator.
- On the log, open a program, then click Summary in the left Navigator. The Summary window opens.
- 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.
- 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 Program Summary - User View will update to include the new report.
Available program-level reports
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 | No drill down |
<BP Name> - Tasks All Users | No drill down |
Record Count per BP (for current user) | No drill down |
Record% per BP | No drill down |
Current User Task Count | No drill down |
All User Task Count | No drill down |
To manage blocks on the Program Summary - User View
- Go to the Standard Projects tab and switch to User mode.
- Click Programs in the left Navigator.
- On the log, open a program, then 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. 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.