SummaryPro Manual
Click the button below to display the manual in PDF format. The manual is designed to be referenced as needed.
Note if you are using the pre-2025 Legacy version of SummaryPro, your manual is here
Topics that the manual covers include:
Getting started
- Steps to getting started
- Getting to know SummaryPro
- A quick introduction to using SummaryPro
- Introducing the Excel Engine
- Introducing the Visio Display
Creating your first POAP
- 5 steps to setting up your first POAP
- Adding Comments
- Updating an existing plan, including changing rows
- Outputting the summary plan
- Changing the styles
- Changing what bars display
- Changing what milestones display
Changing the appearance of bars
- Changing the bar height
- Changing Font
- Adding colours
- How to stop a bar displaying
- What do the colours on the Bar Details sheet mean?
- Using a report as a template
Baseline. RAG and Progress bars
- Displaying % complete
- Adding a baseline
- Displaying the baseline
- Hide RAG, Progress and/or Baseline
Adding other elements
- Blank rows
- Swim lanes
- Attachment points and why
- Time curtains
- Overlay tasks
- Symbols
- Status and target lines
Page settings
Timescales
- Introducing the available options
- What happens when tasks fall outside the report
- Introducing the controls available
- Formatting timescales
- Floating timescales
Explanation of all items in the Standard Settings sheet
Importing data to drive milestones and bars
- Introducing data requirements
- Primavera
- Project
- Project On Line
- Excel
- SAP
- Smartsheet
- Jira, SAP etc
- Emails / no plan - entering directly into SummaryPro
- Combining multiple data sources
Dependencies
- Introduction
- Setting up the data to allow dependencies to be shown
- Importing dependencies
- Defining the dependencies
- Formatting dependencies
- The Visio display element
- Using MS Project to track and export dependencies
Other
- Auto Layout function
- Macro Security
- What happens in Excel and what is controlled in Visio
- Something has gone wrong - fault finding and causes of errors.
Licencing
- Moving SummaryPro to another machine
- Cancelling my licence
- Adding more machines / licences