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
Generating a summary sheet in a project
A PowerPoint or Word file can be generated from within a project.
- Go to the project of your choice
- Click on the
contextual menu of the project.
- Click on [BETA] summary sheet document.
- 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 assigned- Using a summary sheet document in a project
Testing the model on a project
- Click on
Administration. - In the Model settingsclick on
document summary sheets. - Click on a model summary sheet .
- Select a project in the
Select a project. - 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 document
- Using a summary sheet document in a project
