The "Fiche project portfolio / Business line Card" report is displayed in the form of 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 essential information on your project portfolio in a single page, such as a meteo with "Overview" information, information on the previous period, decisions to be made, the main deliverables with their meteo and completion date... all configurable. You can display the fields you want.
The slide is divided into 3 zones, represented by the orange areas in the image above:
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 wish to
Add project portfolio to slide name: Adds the project portfolio name above the slide title.
Milestone level: Allows you to define the level taken into account in the Delivery / Livraison 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, "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 in addition to an overall commentary. You can also add a description, decisions or other available blocks.
