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All CollectionsSummaries/Scaled Reports For VividCharts AdminsInstructions for Version 1.2.9 or earlier
Turn a View into a Template (Version 1.2.8 or earlier)
Turn a View into a Template (Version 1.2.8 or earlier)
Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a year ago

Step 1:

Create View that you want to turn into a template

Step 2:

Take a screen snip of the view to utilize for Template thumbnail and save to local drive with file name matching the View name

Project Status Report 2.0

Step 3:

Click “File” drop down, then select “Save as Template”

Step 4:

Complete the Template Form per below instructions:

  1. Add a Template Title that describes the view

  2. Add a description that outlines what the view shows

  3. Upload previously saved thumbnail (Do Not Skip this Step)

  4. Do not select "Designed view template"

  5. Select "Project Status App" for the feature group

  6. Do not toggle “Make template customer facing”. Keep this turned off. Turning "Make template customer facing" to true, will allow builders to see the template on the "Templates" page. Any changes made will modify the template. With a project status report, this is generally not advised.

  7. If this is the first time this View is being made into a Template, skip this step. If not, select 'Update this template'

  8. Select “Save” button

Step 5:

Select “Save”, wait for confirmation, then select “Publish”

Next: Turn a Template into a Summary Template for Project Status

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