summary sheet
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.
A summary sheet contains keys that link the data in your platform to what will be entered in the sheet.
The model sheet is therefore built by calling up these keys, in a Word or PowerPoint file.
This template file is then added to the platform. See 
Add a summary sheet template to the platform
Two formats are available:
- Web form
Project .svg)
Phase / milestone : - is visible from various sections (project, schedule, 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) or template (
Project - General). - The platform configuration also lets you choose a default format (web or document) for project or milestone records.
Global configuration - ‣
List of web project summary sheets
Rights required : 
Consult Web summary sheets
Allows you to create a new web summary sheet .
Project - Creation and modification of a web summary sheet
Rights required :
Allows you to delete multiple web summary files at once by selecting them.
Right required : Delete a Web summary sheet
Allows you to modify an existing web summary sheet .
Project - Creation and modification of a web summary sheet
Rights required :
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 editing a web project summary sheet
The forms for creating and modifying a summary sheet are similar.
Blocks can be added to block groups. 20 block types are available for web project summary sheets 
List of blocks of dashboard
Here are the fields found in this screen:
Code It is possible to select structure values structure those created on the platform that can be linked to a web form template (defined on 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.
Displays the list of changes made to this summary sheet by all users.
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 blocks of dashboard
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 