Turn off summary options by default. It is better to use SUM for any downstream aggregation if not all levels are needed
2.01-10a All aggregation levels are needed: If all aggregation levels are needed, then it is faster to use the native aggregation than use SUM formula
Related to Rule:
2.03-01 Turn Summary options off by default
Best Practices articles:
Reduce Calculations for Better Performance
Questions on this topic? See 2.01-10 Calculation Modules in our Planual forum.
Formula Structure for Performance