Edit Summary Template (Version 1.2.8 or earlier)
Maria McKinley avatar
Written by Maria McKinley
Updated over a week ago

Step 1:

Edit the View that the template was created from. Once all changes to the view have been made, Save.

Step 2:

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

Step 3:

Check that the template form information is still correct. Select 'Update this template' and Save.

NOTE: If any new tables were added to the Template, select 'Save as new template' and follow steps to Turn a Template into a Summary Template.

Step 4:

Save the View, wait for confirmation, then select “Publish”.

Step 5:

To see the changes made to the Summary Template, Build a new Project Status Summary. Be sure to delete any outdated Summaries.

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