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:

Project name and number, project administrator, and the number of people on the project.
Project schedule data, including schedule tracking information.
Cost data relative to expenses incurred on the project to date from the project cost sheet. Total amounts are displayed and rounded to the nearest integer. "Invalid" displays for any entry that contains an invalid entry in a Cost Manager formula.
Current tasks and their progress.
Project-level business process records. Select a business process on the list to display the number of records that exist for that business process.
From the View By selection list, choose Status (displays the total number of project records for each business process and the current status) or Originating Company (displays the total number of project records originated per company, listed by company short name; applicable if your partner companies can create business processes for 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:

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

To print a project summary:

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

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Configure Your Project Summary

Last Published Monday, October 13, 2025

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