Analytics & Services Tab of the Project Preferences Dialog Box of the EPS Page

Overview

Use this page to configure settings for storing historical data for use in Analytics and to configure summarization and publication options for the selected project. If an EPS node is selected, the data shown here represents the default settings for the fields.

Screen Elements

Summarization section

Enable Summarization option

Determines whether a project will be summarized. If you select this option, the fields on the Summarization page are enabled. If this option is cleared, the project will not be summarized.

Summarize Project based on options

Determines whether the project is summarized based on high-level resource planning or detailed activity resource assignments.

High level resource planning: Select this option to show data associated with the assignments configured on the Planning page of the Resources section on all pages using summarized data.

Detailed activity resource assignments: Select this option to summarize in-progress projects when you want to review detailed activity-level summarized data. For example, when evaluating detailed resource usage against planned allocation or for earned value reporting.

Note: If you change the Summarize Project based on option, then next time the project is summarized existing summary data will be removed.

For example, if you choose to change this option from summarizing on the basis of high level resource planning to using detailed activity resource assignments, then when the project is next summarized, the high level resource planning summary data that was calculated previously will be deleted. As a result views and reports incorporating high level resource summary data will no longer have access to that data.

Summarize to WBS Level list

Determines the depth of the WBS hierarchy for which summary data will be calculated and stored in the database. Level 1 is the project level, therefore if you select to summarize to WBS level 3, summary data will be calculated at the project level and for all first- and second-level WBS elements of the project. If you want to be able to drill down to lower levels of the WBS hierarchy when viewing or reporting on summarized data, change this setting to a higher number.

Last Summarized On field

The date the project was last summarized. This is useful for assessing whether summary data for the project is current.

This field is blank for projects that have not been summarized.

Publication section

Enable Publication option

Determines whether the project is able to be published.

Publication Priority field

The relative importance one project has to others when multiple projects are submitted to the service queue at the same time. P6 will add priority 1 projects to the queue, followed by 2, then 3, and so on up to 100. The default priority is 50.

Last Published On field

The most recent publication date for the project data. This field displays no value for projects that have never been published.

Publish resource and role data based on option

Determines which role and resource data to publish.

High level resource planning: Select this option to show data associated with the committed assignments configured on the Planning page of the Resources section on all pages using published data.

Detailed activity resource assignments: select this option to show data associated with assignments made at the activity level on all pages using published data.

Analytics section

History Level list

Determines the type of historical project data stored for use in Analytics.

None: Data is not stored for this project.

Project: Project-level data is stored.

WBS: Project-level and WBS data is stored.

Activity (Daily): Project-level, WBS, activity and resource assignment data is stored. Activity and resource assignment data is stored at a daily interval, regardless of the option selected in the History Interval field.

Activity (Weekly): Project-level, WBS, activity and resource assignment data is stored. Activity and resource assignment data is stored at a weekly interval, regardless of the option selected in the History Interval field.

Activity (Monthly): Project-level, WBS, activity and resource assignment data is stored. Activity and resource assignment data is stored at a monthly interval, regardless of the option selected in the History Interval field.

History Interval - Project or WBS list

Choose to store historical spread data by month, week, quarter, year, or financial period for project and WBS data.

Data Warehouse Update Frequency list

Choose to store historical project data in the Primavera Data Warehouse through scheduled or immediate runs.

Getting Here

On the Navigation Menu, expand Projects and click EPS.
On the EPS page select a project or EPS node, click the Context menu and select Set Project Preferences.
Click the Analytics & Services tab.

Summarization section

Publication section

Analytics section

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