Presentations

This query enables the generation of a presentation in HTML format. You can choose specific indicators, action plans or projects to be presented, such as in a result meeting, or in an environment you cannot access through SGI system, since the presentation generated can be copied to any location (computer).

Procedures

To create a presentation:

1. Click the item Presentation, in the Queries menu.
2. Select New.
3. Enter the name and a description for this presentation.

To view values in a period other than the current period, change the target date and the period of accumulated value (Start From - To).

4. Select the scorecards. At every selection, indicators of the scorecards will be displayed. Select the scorecard and its indicators.
5. When the indicator has action plans associated with it, select the ones you want.
6. If the scorecard has projects, they will be displayed in folder Project x Scorecard. You can select them.
7. Once you have selected all the scorecards, projects, indicators and action plans, click Save.
8. To create the presentation, click Generate.
9. To view the presentation, click View.
10. To save the .html file generated (with another name), click Save and type the file name. Thus, you can use the file in any other location.