A project sheet is a sheet containing key elements of the project, in web, powerpoint or word format. You can create as many templates as you like, and a template is defined for each project. Settings - ‣
A form can be executed in several ways within the application.
From quick access
Quick access allows you to execute an office file if it is set as the project's default card. Settings - ‣
From a project
From the project list
From the project area
In the project area, you can run the various forms available in your environment, and not just the one set by default.
- Access your project area.
- Click on the
contextual menu.
- Select the type of plug to be executed, here summary sheet document.
- Select the project sheet corresponding to your needs
The list of available records is then displayed.
In the case of a form including a Gantt, a pop-up window will appear to validate the display of the Gantt. You can filter the phases or milestones to be displayed.
The file is loaded in
.docx
or .pptx
in your browser's downloads.