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Creating a Project Status Report Summary

How to create a Project Status Report Summary

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Written by Blake Hester
Updated over a week ago
  • From the VividCharts Home page, click on ‘Apps’ and then ‘Project Status Hub’.

  • Once on the Project Status Hub page, click the Summary Builder button in the upper right corner.

  • From here, click on the 'configure' button. Then follow the 5 step process.

  • Step 1: Confirm your process area: ‘Project’.

  • Then click on the arrow in the right corner to move to the next step.

  • Step 2: Choose your template.

  • Step 3: Choose which card display you’d like. TIP: click on the eye icon to preview each option.

  • Step 4: If desired, choose which conditions you’d like to pre-filter your summary by.

  • Step 5: Choose the data refresh frequency of your summary.

  • Click ‘Save’ and allow time for your summary to compile.

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