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Project sheet

What is a "Project Sheet" report?

The "Fiche Projet / Project Card" report is displayed as an information sheet on the selected perimeter, with a list of selected blocks.

Example of use case: This report can be used at committee meetings to present in one page the essential information on your Project, such as a meteo with "Overview" information, information on the previous period, decisions to be made, the main deliverables with their meteo and end date... customizable. You can display the fields you want.

How is the slide constructed?

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

  1. The title area displays the object concerned by the slide, in this case the project, 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.

When "Livraison" / "Delivery" is added to one of the two panels, you can also filter

select over a certain period

sort

or select the fields you want.

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...).

Right panel: Allows you to define the fields to be displayed on the right-hand side of the slide. For example, "Delivery" allows you to display a table of your deliverables (depending on the level chosen).

Left panel: Allows you to define the blocks to be displayed on the left side of the slide. For example, "Vue d'ensemble" / "Overall status" allows you to display the meteo as well as an overall commentary. You can also add a description, decisions or other available blocks.

At what level is it available?

  • Project hierarchy: Projet / Project
  • Resource: N/A
  • Axis: Project Grouping

Tips

  • Too many deliverables? If you have a lot of deliverables to display, put only one block on one of the 2 panels, and remember to use the filters.

Example of settings

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

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