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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Manage reports and summary sheets

Manage reports and summary sheets

Your platform and project data is available in a variety of ways: displayed in project lists, project headers, project dashboards, web forms, Office forms...

Each output is the result of your platform's settings.

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To run a report or summary sheet, you need to have access rights to reports, views and related themes.

Some reports may only be accessible to certain users.

The reports center is the theme that brings together the reports available in Project MonitorProject Monitor.

These reports are organized by library.

There are 50 types of report, divided into different themes: project, planning, resources, budgets...

There are web reports in various formats (bar charts, pie charts, etc.), as well as .xlsx or .csv.

They can be executed in several ways:

  • from the project area
  • from the reports center
  • by subscription mail
  • from favourites
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report library

A library is a grouping of reports. It can be named as you wish: by theme, by type of analysis... When a report is created, it must be added to one or more libraries.

An Office file is a file in Word (.docx) and Powerpoint (.pptx) office formats.

The model is created and requires extensive preparation and parameterization.

This completed template with merge fields and bookmarks lets you call up your project data and include it in an office file.

They can be executed in several ways:

  • from the project area
  • from quick access

Articles

Reports

Create a new reportCreate a new reportFind a reportFind a reportRun an existing reportRun an existing report

Summary sheets

Execute a fileExecute a fileSample Powerpoint sheetSample Powerpoint sheetSample Word fileSample Word file

Frequently asked questions

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What do the colors in the Resource availability Review mean?

To find out more...

List of report typesList of report types

Memo Office SheetsMemo Office Sheets

Launch a project reviewLaunch a project review

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