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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Generate a summary sheet

Generate a summary sheet

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).

Generating a summary sheet in a project

A PowerPoint or Word file can be generated from within a project.

  1. Go to the project of your choice
  2. Click on the contextual menucontextual menu of the project.
  3. Click on [BETA] summary sheet document.
  4. Click on the desired model.
🎉
The summary sheet for this project is now available!
🚦
Rights required :
  • Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned
  • Using a summary sheet document in a projectUsing a summary sheet document in a project
Generate a summary sheet from the project contextual menu
Generate a summary sheet from the project contextual menu

Testing the model on a project

  1. Click on AdministrationAdministration.
  2. In the Model settingsclick on document summary sheetsdocument summary sheets.
  3. Click on a model summary sheet .
  4. Select a project in the Select a projectSelect a project.
  5. Click on Generate.
🎉
The test summary sheet has been downloaded! You can check that the information is displayed correctly and then use this template on your platform.
🚦
Rights required :
  • View a summary sheet documentView a summary sheet document
  • Using a summary sheet document in a projectUsing a summary sheet document in a project
Generating a test summary sheet
Generating a test summary sheet
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