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Editing Project Status Report Templates

How to edit Project Status Report Templates

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Written by Blake Hester
Updated over a week ago
  • Once you have made any desired changes to the template, click the Save button in the upper right corner of the navigation bar.

  • Once saved, click the Save Template button in the upper left of the navigation bar.

  • The save as a Scaled report Template modal will appear. Click Update Existing Template.

  • Next, click the save button in the upper right corner to maintain the template/view relationship.

  • Once you have updated your template, these changes will be automatically reflected in any pre-existing summaries or related links.

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