Build Project Status Summary

Step 1:

Click 'Apps' on the top navigation bar. Select 'Project Status Hub'

Step 2:

Select 'Summary Builder'

Step 3:

Select 'Configure'

Step 4:

Confirm the correct process area is selected: 'Project'. Then click the arrow to continue.

Step 5:

Select the template you wish to use for your status report. Then click the arrow to continue.

Step 6:

Choose your preferred card template, then Click the Arrow to Move on to next step.

Step 7:

Add any additional pre-filter by setting preferred conditions.

Step 8: Select "SAVE". Your views are generating. Stay on this page, or return and they will be ready.

Step 9:

Select “Style”

Choose the elements you with to update using the below example as reference:

Your Summary has been configured! Now you are ready to Add to a Collection, Filter, create Sets, and Share.