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),
data from budget, resource, indicator , and risk,
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 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) or template (Project - General).
The platform configuration also lets you choose a default format (web or document) for project or milestone records. Global configuration - ‣