Marking a Project for Summarization 

Use

You can summarize your projects according to the summarization hierarchy using master data characteristics in the project information system. You can also continue to use the Project Summarization Using Classification that was used in the previous releases. However, this type of summarization will not be available in the short-term.

You can change projects which are summarized using classification to projects which are summarized using master data characteristics.

In order to summarize a project using master data characteristics you must mark the project definition for summarization. You can mark individual WBS elements in the network as summarization objects so that the WBS elements do not completely inherit the characteristics attributes of the higher-level WBS element during the inheritance run, but rather are supplemented by these characteristics.

See also:

Summarization in Projects

Prerequisites

You have set the indicator for Summarization and Master Data in the project profile in Project System Customizing. This automatically marks the project definition for summarization. However, this indicator is not visible in the project definition.

You can make settings in the project profile which specify WBS elements as summarization objects by default, meaning they are marked automatically when you create them as summarization objects. If you decide to set this indicator be sure that the number of summarization objects in the project are kept to a minimum. A large number of summarization objects can negatively affect the performance of the inheritance and summarization runs.

Procedure

  1. Create a project definition with a project profile wherein the Summarization and Master Data (Proj. summ.MastDa) indicator is set.

    2. If you create a project with a template, the project is marked for summarization according to the template, and furthermore independent of the settings in the project profile. For example, if you use a project or standard project as a template which is marked for summarization using classification, the new project will also be marked for summarization using classification.

  2. Choose .
  3. Create a WBS element.
  4. If you want to mark a WBS element as a summarization object, set the project summarization indicator on the Basic Data tab page (as well as the indicator Proj. summarization on the corresponding detail screen).
  5. Save your data.