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 - ‣
Summary sheets - new generation (beta 7.6)
In this version, you will be able to import a file more easily:
- attributes, for PowerPoint and Word
- hierarchical links, for Word
- project roles (project team), for Word
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 :
WordingCreation dateModification date Plug typeSeveral 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.
- View a summary sheet document
- Create a summary sheet document
Detail of a summary sheet document template
- View a summary sheet document
- Modifying a summary sheet document
You can view certain information on a summary sheet template:
WordingCodeCreation dateDescriptionSelect a projectSeveral actions can be performed from this list:
Generates a test summary sheet by selecting a project from the list.
