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),
- budget, resource, indicator risk data,
- cockpits.
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.
A summary sheet contains keys that link the data in your platform to what will be entered in the sheet.
The model sheet is therefore built by calling up these keys, in a Word or PowerPoint file.
This template file is then added to the platform. See 
Add a summary sheet template to the platform
Two formats are available:
- Web form
Project .svg)
Phase / milestone : - is visible from various sections (project, schedule, 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 sheetAdd a summary sheet template to the platform
Delete an Office template added to the platform
Generate a summary sheet
Replace an existing template
Download an existing modelHere are some sample summary sheets: