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.
What screen does this view appear on?
.svg)
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. 
Hierarchies
Possible actions at creation
Validates your changes. This may redirect you to the previous page on some screens.
This button allows you to test the summary sheet selecting aphase.
Possible actions upon modification
This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.
Validates your changes. This may redirect you to the previous page on some screens.
This button allows you to test the summary sheet selecting aphase.
Displays a list of changes made to this view by all users.
Stocks are sorted from the most recent to the oldest date.
