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Viewing Most Recent Project Status Reports

How to view your most recent Project Status Reports

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Written by Blake Hester
Updated over a week ago

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.

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