Summary Transactions

The Project Data Compression process summarizes transaction data based on run control parameters, such as date, analysis group, contract, or customized SQL. The Project Data Compression process should be performed only on completed projects and activities. The system does not check the status of a project or activity before running the Project Data Compression process.

A compression template is used to define how project transactions are to be summarized during the process. The template enables users to choose the dates they want to roll up and the rollup calendar. Microsoft and Sybase database platforms have a limit of 32 fields of detail.

For example, a compression template is created using these parameters:

• Date Roll up Level is Monthly.

• Roll up Date to Use is Start of Period.

• Calendar ID is 01 Monthly.

• Dates Selected are Accounting Date and Transaction Date.

The 01 Monthly Calendar for year 2007 is set up:

• Period 01: January 01, 2007 to January 31, 2007

• Period 02: February 01, 2007 to February 28, 2007

• And so on

Before the compression process runs, the detail rows in the PROJ_RESOURCE table are:

Business Unit	Project	Activity	Amount	Acct Date	Transaction Date
US004	ABC	001	100.00	01/01/2007	01/05/2007
US004	ABC	001	200.00	01/15/2007	01/15/2007
US004	ABC	001	500.00	02/02/2007	01/31/2007
US004	ABC	001	600.00	02/28/2007	02/28/2007
US004	ABC	001	100.00	02/28/2007	02/01/2007

After the compression process runs, the detail rows in PROJ_RESOURCE table are:

Business Unit	Project	Activity	Amount	Acct Date	Transaction Date
US004	ABC	001	300.00	01/01/2007	01/01/2007
US004	ABC	001	500.00	02/01/2007	01/01/2007
US004	ABC	001	700.00	02/01/2007	02/01/2007