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Meeting sheet

What is a "Meeting sheet" report?

The "Fiche de réunion / Meeting Card" report is displayed as an information sheet on the selected meeting, with a list of selected blocks.

Use case example: This report can be used to produce minutes of a meeting.

How is the slide constructed?

The slide is divided into 3 zones, represented by the orange areas in the image above:

  1. The title field displays the slide object, in this case the project portfolio, as well as the slide title
  2. This second zone represents the left panel. It is made up of various fields that can be modified or added using additional parameters.
  3. This last zone forms the right panel. It is constructed in exactly the same way as the left panel, using additional parameters.

Additional parameters

Add project portfolio to slide name: Adds the project portfolio name above the slide title.

Milestone level: Defines the level taken into account in the Delivery table.

meteo display mode: Select meteo display mode (sun, cloud...) or traffic light mode (green, orange, red...).

Header box mode: "Icon, Insert".

Right panel: Allows you to define the fields to be displayed on the right-hand side of the slide.
For example, "Détail" / "Details" allows you to display the minutes.

Left panel: Allows you to define the fields to be displayed on the right-hand side of the slide.
For example "Decisions" / "Décisions" to display meeting decisions and "Incidents" to define actions to be taken.

At what level is it available?

  • Project hierarchy: N/A
  • Resource: N/A
  • Axis: N/A
  • Meeting: Meeting

Tips

  • Minutes : By attaching decisions and incidents to your meeting, you can quickly create meeting minutes using this slide.

Example of settings

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What is a "Meeting sheet" report?How is the slide constructed?Additional parametersAt what level is it available?TipsExample of settings

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