Configuring Summarization Periods

Perform the steps below to specify the interval by which to summarize and store resource spreads.

To configure summarization period settings:

1. On the Navigation Menu, expand Administration, then click Application Settings.
2. On the Application Settings page, click Services.
3. In the Summarization Periods section:
   1. Select the By Calendar option, the By Financial Periods option, or both.
   2. If you select By Calendar, select a time interval value for the WBS Level and Resource/Role Assignment Level fields.
   3. Click Save.

Tip:

Rather than spreading units and costs evenly throughout the length of a project (when you select By Calendar), you can also view how actual units and costs were incurred by selecting By Financial Periods. You can then store and edit period performance for any predefined financial period.