- #Microsoft office templates for word progress report install
- #Microsoft office templates for word progress report update
Here’s a real screenshot of our daily send out. While it is not mandatory, it is absolutely helpful to keep everyone updated to your road blocks, progress, and accomplishments. Then ask your boss to weigh in on the list.”Īt Appfluence, we do daily reports as a way to achieve clarity for the team. Every week, write down a list of your assigned tasks - short-term assignments and long-term goals - and rank them by importance, from your perspective. “But it’s not enough to think and observe.
#Microsoft office templates for word progress report update
A weekly status report would provide the necessary update in a team environment. A recent article by the NY Times indicates that it is helpful to measure results, not hours. We’ve compiled a few templates from other sources below.īefore digging deeper, let’s also review WHY you’d want to make a weekly status report. At the bottom of the window, be sure to mark the ‘Enable Report Templates’ and, if desired, to ‘Allow use of the Standard form’ even though you’re using the template.On the heels of our previous post ( Making a status report with Priority Matrix), I just wanted to talk about different formats that you might use for an employee weekly status report template. Mark the document(s) for which you want to create a template. The following is a view of the trees which can be used to enable all documents to allow use of template or be selective by Company and Series. In Dynamics GP, the configuration window allows you to enable a specific form(s) to work as a template.
If we ever want to add a new calculated field, we need to create it first in Report Writer for it to be available in our template, thus it’s a modified report. Remember that the template uses Report Writer to access data.
Tip: We recommend always basing the template on a modified version of the report for greater flexibility in the future. In order to create and assign a template the system needs to know the name of the report and also whether the report is already modified. Word Templates are based on the standard report writer report. Click “OK.” Create and Assign Word Templatesįirst, you need to determine what report we’re basing our template on and whether it’s an original report or a modified report. In Microsoft Word navigate to Options | Customize Ribbon and select “Popular Commands.” Add the Developer function to the Ribbon list and then check the box. To use Microsoft Word with Dynamics GP, you must add the “Developer” tab to your ribbon bar. This is something your system administrator or GP provider will need to do. The Dynamics GP Add-On for Word is located on the Dynamics CD.
#Microsoft office templates for word progress report install
Open XML will be installed when you install Dynamics GP. You must have two applications installed before beginning this process: Microsoft Dynamics GP Add-On for Word and Open XML SDK 2.0 for Microsoft Office. We will look at e-Mail configuration in a separate post. You also will be working with the Template Configuration and Template Maintenance in Dynamics GP. It’s important to perform these steps in order. There are a few tricks to setting up and getting things functioning and this post will walk you through the required steps. The word template functionality in Microsoft Dynamics GP is pretty awesome and it will do all of this as well as allow you to have separate document types for different companies and customers. Would you like to update the look and feel of your customer facing documents? Would you also like to email those documents directly out of Dynamics GP? OR perhaps you would like to email regular reports out of GP?
The following blog post is an update to an article that originally appeared on Dynamics GP - Tips and Tricks for Setting up Word Templates