Best Practice, PRC: Refresh Transaction Summary Amounts vs PRC: Refresh Project Summary Amounts
We are an existing implementation with about 5 years worth of data, we have not used PSI before and want to begin.
I understand that I can use either the RefreshTransaction Summarization to parse down into smaller groupings vs. the Refresh Project Summary Amounts programs, but I am curious what may be best practice if using the
PRC: Refresh Transaction Summary Amounts, so far I'm running by periods, but is it better to run by ranges of projects perhaps? Does anyone recommend not running the Transaction Summary Amount and just using the PRC: Refresh Project Summary Amounts?
Thank you in advance.