Understanding Report Summarization

The Report Summarization process summarizes rows in the Project Transaction table (PROJ_RESOURCE) into a smaller Project Transaction Reporting table (PC_RPO) for enhanced performance. Creating reports by using report summarization is a three-step process:

  1. Create a Report Summarization group that contains the distinct fields that you want to summarize from the Project Transaction table.

  2. Run the Report Summarization process to populate the Project Transaction Reporting table.

  3. Use PSQuery, BI Publisher, or nVision to create the report.

You can restrict the level of data that users can access by first enabling Allow Multiple Report Summary and then enabling project-level security. When enabled, the Allow Multiple Report Summary option populates the Project Transaction Reporting table with the operator ID of the individual making the request.

Delivered PeopleSoft Project Costing reports use data from the Project Transaction Reporting table instead of the Project Transaction table.

This topic discusses:

  • Date options.

  • Project-level security in Report Summarization.