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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Add a summary sheet template to the platform

Add a summary sheet template to the platform

đźš©

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).
🚦
Rights required :
  • View a summary sheet documentView a summary sheet document
  • Create a summary sheet documentCreate a summary sheet document
đź“Ž

Here are some sample summary sheets:

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

summary sheet import is available in the platform administration.

The file must be in .docx or .pptx format.

  1. Click on AdministrationAdministration.
  2. In the Model settingsclick on document summary sheetsdocument summary sheets.
  3. Click on Import a model.
  4. Upload template file. A loading time is required. Wait until loading is complete before importing the template file.
  5. Click on Import.
🎉
You can use the template on your platform!
Perf Monitor screen: how to import the template
Importing a Word summary sheet template file
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Produced by Virage Group