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.
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!
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.
