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 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 - ‣

Here are some sample summary sheets:

Search

This button allows you to perform a quick search by label, displaying only those items that contain a particular keyword.

Delete

Allows you to delete a summary sheet from the contextual menu. This is a definitive action , and you will not be able to use this summary sheet in the future.

Download model

This button downloads the existing template from the contextual menu. You can then make modifications to the file and import it again.

Import a model

This button adds a new summary sheet template to your platform.

Cancel

This button is used to cancel a current action and return to the previous screen. Please note that any unsaved changes will be lost.

Register

Validates your changes. This may redirect you to the previous page on some screens.