Refreshing entire Project Summary
You must have the x_vivid_vc_core.refresher and the x_vivid_vc_core.builder roles and edit access to the summary.
Open your Summary list view without any filters applied.
Then click on the ‘Refresh’ button in the upper right corner.
All of your Project Reports will now reflect your most recent data, whether viewed from a summary view or from a Related Link.
Refreshing filtered Project Summary
You must have the x_vivid_vc_core.refresher role and view access to the summary.
Open your Summary list view and add a filter to the summary list by clicking filters in the menu bar, selecting your filters and clicking run on the filters panel.
After the filter is applied click on the ‘Refresh’ button in the upper right corner.
Your filtered list of Projects will now reflect your most recent data, whether viewed from a summary view or from a Related Link.
Refreshing a Project Summary in a Summary Set
You must have the x_vivid_vc_core.refresher and view access to the summary.
Click the box for each desired project for the set or click on ‘Select All’ in the upper left corner.
And then click on ‘Create Set’
Choose a name for your set and click ‘Save’.
Then click on the ‘Refresh’ button in the upper right corner.
Click Accept.
All of your Project Reports will now reflect your most recent data, whether viewed from a summary view or from a Related Link.