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
Permet de créer une nouvelle fiche de synthèse phase/jalon web.
Phase / Jalon - Création et modification d'une fiche de synthèse phase/jalon
Rights required :
Consult Web summary sheets- Create a Web summary sheet
Permet de supprimer plusieurs fiches de synthèse web à la fois en les sélectionnant.
Right required : Delete a Web summary sheet
Rights required : Consult Web summary sheets
Permet de modifier une fiche de synthèse phase/jalon web déjà créée.
Phase / Jalon - Création et modification d'une fiche de synthèse phase/jalon
Rights required :
- Consult Web summary sheets
- Modifying a Web summary sheet
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
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 dashboard blocks
Rights required :
- Consult Web summary sheets
- Create a Web summary sheet
- Modifying a Web summary sheet
Here are the fields found in this screen:
Wording Code Description Default Style Height Il est possible de sélectionner des valeurs de hiérarchie parmi celles créées sur la plateforme et qui peuvent être rattachées à un modèle de fiche web (défini sur Add attachments to selected items or Replace attachments for selected items). 
Hierarchies
Validates your changes. This may redirect you to the previous page on some screens.
Affiche la liste des modifications effectuées sur cette fiche de synthèse web, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Block and block group management
Adds a new group of blocks. This allows you to organize the page, and sort the blocks. The maximum number of block groups is 5. If 5 block groups already exist, the button will be grayed out.
If a block group is created but contains no blocks, then it will not be saved during registration.
This button can be used to move the group above another block group. If the group in question is the first group, 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, then the button will be grayed out.
Allows you to fold a block: its label will be displayed, but not its data.
This button enlarges an element that has been folded: for example, to display all the data in a block.
Select a block to display from a list. List of dashboard blocks
To add a block, you need to create a block group.
Moves a block before or after another by dragging and dropping.
It is not possible to move a block from one group to another.
Deletes a block or group of blocks.
Allows you to modify a block.
This action is only available for 