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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Use summary sheets (Word/Powerpoint)

Use summary sheets (Word/Powerpoint)

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Summary sheets - new generation (beta)

In this version, you can more easily import data into a PowerPoint or Word file:

  • attributes,
  • hierarchical relationships,
  • project roles (project team).
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 ProjectProject Phase / milestonePhase / milestone :
    • is visible from different areas (project, planning, portfolio, etc.).
    • is customizable with configurable information blocks.
  • The document sheet summary sheetsummary sheet document summary sheetsdocument 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 tabSettings - Display tab) or template (Project - General tab Project - General tab ).
  • The platform configuration also lets you choose a default format (web or document) for project or milestone records. Global configuration - ‣Global configuration - ‣

Here's how to use a summary sheet :

  1. Create a Word or Powerpoint file or download a template. 🔍
  2. Add as required:
    • attributes such as project manager, status, start date, etc. 🔍
    • roles of project stakeholders 🔍
    • to which structure my project is linked 🔍
  3. Import model. 🔍
  4. Generate a test or project sheet. 🔍
Building a summary sheetBuilding a summary sheetAdd a summary sheet template to the platformAdd a summary sheet template to the platformDelete an Office template added to the platformDelete an Office template added to the platformGenerate a summary sheetGenerate a summary sheetDownload an existing modelDownload an existing model
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Here are some sample summary sheets:

fiche_complete.docx122.1KB
project_template.pptx1.8 MiB
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