From the home page, Click on the +Create Something New button in the upper right corner.

Select 'Scaled Reports' as the asset type.

For help getting started, visit the VividCharts Help Center.

Once you have completed building your template, click the SAVE in the upper right corner.

NOTE: Make sure you take a screenshot of your final view so you can upload it as a thumbnail - this will help you identify the template later on.

Once saved, click SAVE TEMPLATE in the upper left navigation bar.

Be sure to select the correct process area: Project. Then click NEXT.

This next step will show you all default table mappings and any additional tables that were used to build the charts on your template.

If there are any table mappings missing, you need to add a Primary Location ID for that table. Reach out to VividCharts for help with this step.

Once all table mappings are confirmed, click NEXT.

Fill out the required fields. Title should be the same title as your View. Give a description to help give more context to this template. Upload a screenshot to help identify this template.

Selecting a record allows you to preview what the template will look like once it is set up with a Summary. Select a Project record to test the template with then click Preview.

Click Save As New.

Click Save in the upper right corner to maintain the Template/View relationship.