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
summary sheet
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 - ‣
Here's how to use a summary sheet :
- Create a Word or Powerpoint file or download a template. 🔍
- Add as required:
- attributes such as project manager, status, start date, etc. 🔍
- roles of project stakeholders 🔍
- to which structure my project is attached 🔍
- Import model. 🔍
- Generate a test or project sheet. 🔍
Building a summary sheet
Add a summary sheet template to the platform
Delete an Office template added to the platform
Generate a summary sheet
Download an existing modelHere are some sample summary sheets: