Tabsters Help Center

Import & Export improvement :

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• Import "on modification" has been made more reliable, with the addition of certain fields on import (on creation or modification). Improved performance and addition of an import report. Hourglasses have been added to the import phases to confirm that the import has been taken into account.

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• • Axis values (drop-down list) can now be exported via export > xlsx. As with import, an hourglass has been added to the export to confirm that the request has been taken into account.

Many slides have been visually enhanced:

• On Roadmap Views: Harmonization of status and timeline colors between the Web version and PPTs
• Improved cutting (on some slides, especially schedules)
• Improved alignment in slides (Dashboard, block in tables, etc.)
• Revision of sizes on slides
• Improvement on labels including progression in schedules
• 1st column and 1st row formatting in all table settings

Some features have been revised on some PPT slides:

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• The budget widget has been revised to take into account the filters of the budget view used.
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• Progression now depends on the progression field (and no longer on the " burned progression" field).

• Add a new customizable " multiple value " field type (in the same style as the 'Hashtag' field)

To correct latency when duplicating Meeting / project portfolio / Project: presentations will no longer be duplicated when duplicating Meeting / project portfolio / Project. It is still possible to duplicate a PPT presentation from the communication tab.

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• ‍Tip: The new PPT presentation creation from Template feature makes it quick and easy to create presentations from a Template presentation. (We recommend you read the tip below for making a presentation "Template")

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This tab is now available at axis level, and parameterized views can also be selected in your Dashboard Details mini-block settings. Details webview added to PowerPoint presentation slide selection.

Do you have a presentation you like, or would you like to make a presentation visible in your presentation templates?
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• As a reminder, all communications belonging to a project portfolio or to a project defined as a template will be visible in your template list
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1. Temporarily set up your Project (or project portfolio) as a template:
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• From the Details tab > Define columns
• Add AsTemplate field
• Check the AsTemplate box, which will turn green to confirm that this Project (or project portfolio) is now a Template.
  This action will make your entire project (or project portfolio) "Template" and also make it inactive in progress, burned, timetracking, cross-cutting axes and budget.
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2. Go to your Project (or project portfolio) containing all your templates > Communication tab :

• Create a presentation from a template by searching for your presentation. Congratulations: you've just created a 'template' presentation based on your initial presentation.
  Remember to add rights to your team if you wish to give them access.
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3. Be sure to return to your original Project (or project portfolio) and deactivate the 'template' mode.

• From the Detail tab > Define columns
• Add the AsTemplate field
• Uncheck the AsTemplate box, which will revert to black to confirm that this project (or project portfolio) is no longer a template.
  This action will reactivate your entire project (or project portfolio) in progress, burned, timetracking, transversal axes and budget.