A custom summary is a summary that is built upon a table that is outside of the standard VividCharts apps. For example, the Project Status Hub is built upon the project table, but what if your organization is also using Teamspaces for PPM? Custom Summaries allow you to point to the table of your choice.
To create a Custom Summary, you must have the VividCharts Admin role. Custom Summaries can be configured in the Admin panel which is accessed through the information panel found by clicking on the Info icon in the top right corner of the application screen.
After opening the admin panel underneath the licensing message, you should see 2 options for Feature Groups and Custom Summaries. Click on Feature Groups.
Locate “Preliminary” and toggle on.
Next click on “App Control” to expand its options.
To enable the use of Custom Summaries, click the Custom Summaries toggle to enable the functionality.
You should also notice 5 options titled Custom1, Custom2, etc. Each of these toggles will enable a separate custom summary. It is important to note that these can enable summaries from 5 tables in the DEP. You can create as many summaries as needed for each Custom App.
After activating a custom summary, the next step is to tell it which table you would like to use. Clicking on the Custom Summaries below Feature Groups will let you configure your summary. Each form corresponds to a custom summary in the order they are listed above
Give your summary a name by utilizing the Label field. This can be anything you want.
Select the primary table using the dropdown. In this case, we are using the TeamSpace1 Project table and titling our custom summary Teamspace.
The third option on the custom summary form is Use Secondary Table. This should only be used if your custom summary is using a status report table, such as a project program status report. If not, this can be safely ignored. In this case, since we are building a summary off the TeamSpace project table, we want to include the Teamspace Project Status table.
The 3 options for the secondary table are the table to be used, the secondary field, and Filtered on.
Secondary Table - the table from which we want to pull information
Secondary Field - this should be sys_id
Filtered On - For each record on the primary table, this will pull the most recent status report ordered by this field. (If we want the status report for a project based on its Status Date, we would select the Status Date field.)
Hit Save and confirm the save when ready. Reload the page and you will see your new custom summary in the Apps menu. This new option will also be available when creating summaries and summary templates as a feature group.