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 - ‣
Summary sheets - new generation (beta)
In this version, you can more easily import data into a PowerPoint or Word file:
- attributes,
- hierarchical relationships,
- project roles (project team),
- data from budget, resource, indicator , and risk,
- cockpits.
Here are some sample summary sheets:
List of document summary sheets
This list displays all document templates imported into the platform.
View a summary sheet documentYou can view some of the information on these card templates :
Several actions can be performed from this list:
This button allows you to perform a quick search by label, displaying only those items that contain a particular keyword.
Allows you to delete a summary sheet from the 
Right required : Delete a summary sheet document
Download model
This button downloads the existing template from the
Import a model
This button adds a new summary sheet template to your platform.
Detail of a summary sheet document template
Several actions can be performed from this list:
Generates a test summary sheet by selecting a project from the list.
