Create or Obtain Forms and Reports for Project Use

The Team Project Plan Summary forms in the Process Dashboard are completely customizable. For more information about this feature, see the Creating / Customizing Process Forms and Reports help topic.

During your launch (in particular, during Meetings 5 and 6), you will need access to certain metrics data. As a result, you should take a moment before the project launch begins to open your team project plan summary, and ensure that it meets your planning needs. If the metrics you need are not present, you should take one of the following actions: