Step 1:

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

Step 2:

Select 'Build Summary'

Step 3:

Select 'Configure'

Step 4:

Click the “Select Process Area” Selector and choose “Project”, then Click the Arrow to Move on to next step.

Step 5:

Select the view template you wish to use for your status report, then Click the Arrow to Move on to next step.

Project Status Summary

Step 6:

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

Card template

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”

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

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