Adding a summary view

Use custom summary views to capture additional item data in the Projects module.

To add a summary view

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the View Management tab.
  4. Select the Investment Views tab.
  5. Click New New.
  6. Enter a name, a description, and choose an icon.
  7. Click Save Save.