Exporting Project Data to Word or PowerPoint
Exporting project data using Word and PowerPoint Templates
Export your project data to Word or PowerPoint using pre-defined templates or create your own custom report template. Project status reports are a ver...
How to build your own project template in Word or PowerPoint?
In this article we will learn how to build a custom project template in Word or PowerPoint. In addition to normal text, templates contain binding ele...
Project Template Glossary
This article is a glossary of all the strings and binding elements needed for project template creation. For all the rules and examples of how to crea...
How to include sub project data in your Word or PowerPoint template?
In the previous article , we learned how to build a Word or PowerPoint template to export project data. In this article, we will learn how to include...
How to build a project template for Actions/Decisions RAG Status
Actions and decisions are represented differently depending on whether they have one or more assignees and therefore different binding elements need t...
Build a Powerpoint project template grouped by RAG Status for Sub-Project data
Fluid allows you to build your very own PowerPoint templates so that you can easily extract the precise data you wish to report on at any time! In thi...
Export Data Using Date Range Filters
As a project manager, you understand the importance of detailed planning and tracking. This includes outlining the entire project timeline, identifyin...
How to build a template with SORTBY filter
The SORTBY filter offers a powerful way to dynamically organize data based on specified criteria. Whether managing tasks, tracking milestones, or prio...
How to include Attachments in Word/PowerPoint templates
In this article, we will show you how to add text references for attached document links to your templates in Word or PowerPoint. It's important to re...
How to build a template with Limit Rows filter
Using various filters in your project template helps with managing project tasks by setting clear bounds on specific data inputs. The limit rows filte...