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Meetings

What is a "Meetings" report?

The "Réunions / Meetings" report is displayed in table form, allowing you to view the list of your meetings within the defined perimeter, with the list of selected fields, filters, period and sorting options.

Use case example: This report can be used to show the reunions carried out over a period of time, with some additional information and links to the minutes, for example.

How is the slide constructed?

The slide is divided into 2 zones, represented by the orange areas in the image above:

  1. The title field displays the object concerned by the slideproject portfolio, project, workpackage...) as well as the slide title
  2. This second area, in the form of a table, displays the list of meetings, which can be configured in different ways with :

choice of columns to display and display order,

the ability to filter by period, to take into account meetings whose due date falls within the month, for example,

the ability to filter on different fields, such as status, or any other fields available as required,

the ability to sort the table in ascending or descending order on one or more fields.

Additional parameters

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

At what level is it available?

  • Project hierarchy: project portfolio / Business Line, Project / Projet,
  • Resource: N/A
  • Axis: Portfolio Grouping, Project Grouping,

Tips

  • Nothing displayed? Check that you have correctly defined the fields to be displayed.

Example of settings

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

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