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 - ‣
This screen is used to create a view for a summary sheet, which can be found in a project.
Possible actions on the
Icon and the summary sheet template
Possible actions on the view
Here are the fields found in this screen:
Code Icon If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
It is also possible to link this view to one or more structure values.
What screen does this view appear on?
This view is used when you want to run the summary sheet in the project space. The view must be set as default or be the summary sheet assigned to a project.
You can run the summary sheet from the project list .svg)
Projects