Summarize projects to maintain up-to-date project data.
To summarize projects:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page:
- Select a project or EPS node.
- Click Actions
and select Summarize Projects.
Tips
- When you summarize projects from the Activities page, the application will summarize any of the currently open projects. When you summarize from the EPS page, only the selected projects will be summarized.
- Using the Project Scheduled Services page, you can schedule the application to automatically summarize projects on a periodic basis.
- To summarize projects after you modify high-level planning assignments, select the Automatically summarize on leaving the spreadsheet option on the Customize Spreadsheet dialog box of the Planning page in the Resources section.
- These services are removed from the database based on the ASAP Cleanup Rate your P6 administrator specifies on the Configurations tab in Primavera P6 Administrator. Once the time is met all ASAP jobs that have a status other than running or delegated will be removed from the table automatically. Running and delegated jobs will be removed if they are older than the cleanup rate or if they are older than one day, whichever is greater.
- You can also summarize projects from the Actions menu of the Activities page.