Project Summary mode

Project Summary mode

You can add Non-Labor Resources to projects and to tasks. By switching to Project Summary Mode, you will see a grouped overview of all Non-Labor Resources. Expanding the NLRs shows the detailed listing of which Work Items the NLR is used in.  

Note: Manually Setting Budgeted Cost / Fixed Cost & Expected Revenue & Fixed Price values on work items override the totalling and rollup of linked Non-Labor Resources. It is highly recommended to use NLRs instead of fixed costs to take advantage of the additional visibility and forecasting they give you.


Project Summary for Portfolio Projects

Financial Planning can be run on Portfolio projects (Projects with sub-Projects). When doing so, all amounts are rolled up from the sub projects.


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