Microsoft Office Templates (Internet Explorer Only) (v8.xx)

Microsoft Office Templates (Internet Explorer Only) (v8.xx)

Geniusproject Microsoft Office® integration allows you to produce richly formatted Microsoft Word® or Microsoft Excel® documents using your project data. Depending on the template set-up, Genius Project is a project management software that will populate the document fields with corresponding project data a feature similar in concept to 'mail-merge'.


Geniusproject provides the ability to export valuable data directly from a view into a Microsoft® Excel template using the Genius Integrator tool. This makes it possible to use extracted Geniusproject data to create Microsoft® Excel charts, powerful reports using Microsoft® Excel pivot tables, as well as manipulate data for simulations.


In addition reports can be shared with individuals who do not have access to the Geniusproject application.



Note: Office Templates can only be used and configured with Internet Explorer. Other browsers, like Chrome, Firefox or Safari won't work.

    • Related Articles

    • Document Templates (v8.xx)

      Most projects consist of more than just a project description and plan document. The actual information and data to be collected and shared often must be formatted into different documents of different types. GeniusProject includes a series of ...
    • Excel Report Templates (v8.xx)

      Convert any Genius Project view into a Microsoft Excel report or chart. Create your reports layouts only once, store them in the template repository and use them at will. Take advantage of advanced features in Microsoft Excel such as Pivot Tables, ...
    • Document Templates

      In addition to standard documents such as issue reports or progress reports, Geniusproject provides a document template library in which to store predefined documents. The document template library is available in each 'Projects' module. However, it ...
    • Reporting using Microsoft Excel (v8.xx)

      Convert any Genius Project view into a Microsoft Excel report or chart. Create your reports layouts only once, store them in the template repository and use them at will. Take advantage of advanced features in Microsoft Excel such as Pivot Tables, ...
    • Resource Rates , Templates and Charts (v8.xx)

      Rates This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management. Resources The [Resources] tab provides access to the various types of resources that exist in the database. ...