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.