Summary Sets are a static group of projects. Sets are best utilized to quickly build a slide view of important projects within a Summary to easily present, share, and export.

To create a Summary Set, select the Projects you would like to add by clicking in the check box. Next click "Create Set", give the set a title and save.

In this example, the Summary was first filtered by Portfolio to show only Projects in the "Application Modernization" Portfolio. Then the projects to be added to the set were checked.

Next, the Set was named Application Modernization.

Now, Yellow Active Projects in the Application Modernization Portfolio are easily accessed within this Summary. This set of projects can now be Opened in the Viewer to be presented in slide deck form, made into a New View, shared, and exported.

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