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.

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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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