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:

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

Summary - 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 by selecting a hyperlink from a summary report block.

To access the project summary:

  1. Open a project, and select Summary in the Navigator.
  2. Select View, and choose Standard to view the standard view or User to view the user-defined view.
  3. Select a link to jump directly to the respective log.

To print a project summary:

  1. Open a project, and select Summary in the Navigator. You can print both the user view and the standard view.
  2. From the File menu, select Print Preview. The preview window of the summary opens.
  3. Select Print in the upper-right corner of the window.

See Also

Using Projects

Managing Project Alerts

Working with Mailbox (Projects)

Distributing the Project Mailbox Email Address to Users

Working with Tasks, Notifications, and Drafts Nodes

Working with Your Project Information

Working with E-Signatures

In This Section

Configure Your Project Summary



Last Published Monday, October 13, 2025