This process updates the project summary amounts with new cost, commitment, and revenue transactions and any new baselined budget versions.
You can run this process as many times as you want.
From the Submit Request window, submit one of the PRC: Update Project Summary Amounts processes:
To submit the process for one project, submit the PRC: Update Project Summary Amounts for a Single Project process.
To submit the process for a range of projects, submit the PRC: Update Project Summary Amounts process.
To submit the process after making changes in a resource list, submit the PRC: Update Project Summary Amounts After a Resource List Change process.
See: Submitting Requests
From / To Project Number. Optionally, enter a range of project numbers to update summary amounts for the projects in the specified range. Leave the parameters blank to update summary amounts for all projects.
Project Type. Optionally enter a project type to limit the update of summary amounts to projects of the selected project type.
Through Date. Optionally enter an end date for the process.
If you do not enter a date, or the date you enter is equal to or later than the current reporting period end date, the process summarizes all selected data through the current reporting period. If you enter a date earlier than the end date of the current reporting period, the process summarizes data through the date you enter.
Summarize Cost. Enter Yes if you want the Update Project Summary Amounts process to summarize cost amounts.
Expenditure Type Class. If you are running the Update Project Summary Amounts process for one project, you can optionally select one expenditure type class to update summary amounts for.
Summarize Revenue. Enter Yes if you want the Update Project Summary Amounts process to summarize revenue amounts.
Summarize Budgets. Enter Yes if you want the Update Project Summary Amounts process to summarize budget amounts.
Budget Type. Select a budget type or financial plan type for which you want to summarize amounts.
Note: You must maintain forecast amounts for a project in either a financial plan type or a budget type of forecast cost or forecast revenue to prevent the Update Project Summary Amounts process from adding up forecast summaries in the financial plan and budget.
Summarize Commitments. Enter Yes if you want the Update Project Summary Amounts process to summarize commitment amounts.
Resource List Name. If you are running the Update Project Summary Amounts After a Resource List Change process, you can optionally select the resource list that you want the process to use.
Note: The Update Project Summary Amounts process only uses the resources list. You can migrate a resource list to a planning resource list and Oracle Projects copies changes in the resource list to the migrated planning resource list, but not vice versa. You must make changes in the original resource list to ensure that the Update Project Summary Amounts process correctly summarizes amounts for display.
Generate Report Output. Enter Yes if you want the process to generate a report.
The following reports show you the results of this process. Report amounts are in the project currency.
Update Project Summary Amounts Report. Lists all costs, revenue, budget amounts, and commitments that were summarized during the process.
This report also lists future period transactions. Future period transactions have a PA Period that is later than the current PA reporting period. The Update Project Summary Amounts process does not summarize such transactions. As a result, these transactions are not reflected in the Project Status Inquiry window. To summarize these transactions, you must set the current reporting period to a PA Period equal to or later than the transaction PA Period. See: Setting the PA Reporting Period, Oracle Projects Implementation Guide.
Update Project Summary Amounts Log. To view the log, select Request Log from the Completed Requests window. The log displays amounts before and after running the Update Project Summary Amounts process.