The summary sheet brings together important information on a project, phase or milestone. It enables the user to quickly consult the information of interest, and export or print it if required.
Two formats are available:
- Web form
Project .svg)
Phase / milestone : - is visible from different areas (project, planning, portfolio, etc.).
- is customizable with configurable information blocks.
- The document sheet
summary sheet
document summary sheets : - is in Word or PowerPoint format
- displays information by key: attributes, hierarchical links, roles, etc.
Default settings (not available for new entries in beta version) :
- The format used can be defined in the project parameters (
Settings - Display tab) or template (
Project - General tab). - The platform configuration also lets you choose a default format (web or document) for project or milestone records.
Global configuration - ‣
List of milestone summary sheets
There are no view or filters for this screen.
Rights required :
General actions
Creating and modifying a milestone summary sheet
The forms for creating and modifying a summary sheet are similar.
Blocks can be added to block groups. Five block types are available for milestone overview sheets 
List of homepage widgets
General actions on the model
Delete a Web summary sheet required)
It is possible to select structure values from those created on the platform and which can be attached to a web form template (defined on Add attachments to selected items or Replace attachments for selected items). 
Hierarchies
Here are the fields found in this screen:
Code Button name | Description |
|---|---|
Adds a new block group to the file. The maximum number of block groups is 5: if 5 block groups have already been created, the button will be grayed out. It will then be possible to add blocks to the block group. 🚨If a block group is created but contains no blocks, then it will not be saved when the summary sheet is saved. | |
This button can be used to move the group above another block group. If the group in question is the first group on the summary sheet, then the button will be grayed out. | |
This button can be used to move the group below another block group. If the group in question is the last group on the summary sheet, the button will be grayed out. | |
Selects a block from a list to be displayed in the summary sheet . 🚦To add a block, create a block group | |
Deletes a group of blocks | |
Moves a block before or after another by dragging and dropping. 🚩 It is not possible to move a block from one group to another. | |
Folds the block: does not display the block data, only the block label | |
Unfold block: display all block data | |
Allows you to edit a block, but not to change the block type 💡To change the block type, delete the block and create a new one | |
Deletes a block | |
This action is only available for |
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