VividCharts

After VividCharts has been upgraded to Version 1.2.9, you will notice changes to the Summary template creation process. The first time you go to edit the View that makes up your Summary template, you will need to follow these steps:

After updating to 1.2.9 for the first time, go to the hub for your Summary, click<b> SUMMARY TEMPLATES</b> 

Locate your user created template, then click "Create View from Template"

- After updating to 1.2.9 for the first time, go to the hub for your Summary, click<b> SUMMARY TEMPLATES</b> 

- Locate your user created template, then click "Create View from Template"

This View will be your new master View for this template. We suggest placing it in an appropriate Collection to be sure you know where it has been saved.​ However, if you ever lose this master View, simply go back to the Summary Templates page and make another View from the Template.

- This View will be your new master View for this template. We suggest placing it in an appropriate Collection to be sure you know where it has been saved.​ However, if you ever lose this master View, simply go back to the Summary Templates page and make another View from the Template.

<a href="https://help.vividcharts.com/en/articles/7239195-turn-a-view-into-a-summary-template-version-1-2-9-or-later">Turn a View into a Summary Template for Project Status</a>

<a href="https://help.vividcharts.com/en/articles/7230416-turn-a-view-into-a-summary-template-version-1-2-9-or-later">Turn a View into a Summary Template for MSP Hub</a>

- <a href="https://help.vividcharts.com/en/articles/7239195-turn-a-view-into-a-summary-template-version-1-2-9-or-later">Turn a View into a Summary Template for Project Status</a>
- <a href="https://help.vividcharts.com/en/articles/7230416-turn-a-view-into-a-summary-template-version-1-2-9-or-later">Turn a View into a Summary Template for MSP Hub</a>

For VividCharts Admins: Follow these steps for locating your Summary Template for the first time after upgrading.