Configure a Summary Grid

A summary grid presents data for the Multiplier, Revenue, Cost, and Billing information in your plans.

The summary grids are located in Project Planning on the Summary tab. These grids calculate and display budget and cost numbers based on your entries in the Planning grids. The Revenue and Multiplier grids display data from the General, Rates, and Analysis tabs.

To configure a Summary grid, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Planning > Summary Grids.
2. On the Summary Grid Configuration dialog box, select columns and rows to display in the summary grids.
3. Click Save. The columns and rows that you select display as the default options on the Summary Grid Configuration dialog box.