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MS and Open Office Integration

Increase productivity with existing tools

Genius Project’s integration with familiar Microsoft Office applications allows users to benefit from advanced document authoring, formatting, accurate printing, reporting and data analysis. Enhance your PPM solutions simply by adding new Office templates, or allowing authorized users do so.

MS and Open Office Integration Highlights & Benefits

  • Produce richly formatted documents and reports using Genius Project data

  • Perform mail-merges for personalized letters or mailing labels

  • Report, chart and analyze Genius Project Data

  • Define Office printing format to overcome any web printing limitations

  • Conveniently “Save to Genius Project” and edit attachments in-place.

  • Convert documents to PDF

  • Add flexibility with do-it-yourself forms and report

 

 

Genius Project’s Microsoft Office integration allows you to produce richly formatted Microsoft Word or Microsoft Excel documents using your project data. Users can create new Microsoft Word documents or Microsoft Excel worksheets based upon user-defined templates. 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’.

Providing end users with a solution such as the Microsoft Office family suite, something that most people are familiar with, helps increase user adoption rates quickly as well as reduce time and effort required to train your users on a new tool.

Genius Project’s web solution offers its users the ability to work seamlessly with Microsoft Office tools. Project managers, can use Microsoft Project as their project planning tool or can import and export their plans between Genius Planner and Microsoft Project with a single click.

Genius Project components can be copied and pasted into an office application. All data will remain dynamically linked to the Genius Project repository and can be synchronized at any point. This allows users to:

  • Analyze information and drill down into an MS Excel spreadsheet while keeping the data in synch with Genius Project 

 

 

  • Export data directly to create and share MS Word based reporting, populated with data dynamically linked to the database.

  • Create a Power Point presentation with information from the Genius Project system. All charts are re-sizable and information can be re-synchronized at any time.

  • With Genius Project, Office documents can be stored within a central location and attached to any Genius Project document (tasks, resources, project, deliverable, etc.)

  • Office documents are full text indexed and can be search using advanced searching criteria. These tools are included with Genius Project without any additional licensing costs.

The benefits of integration

Infrequent users can be overwhelmed by all of the options available when working with Microsoft Office tools.

Genius Project has been designed to simplify the use of the various Microsoft Office tools while still offering users the option to continue working with what is familiar to them. Previously set up templates and forms can continue to be used by organizations enabling them to seamlessly integrate their existing processes into new ones with Genius Project. This fact alone will promote user adoption substantially and demonstrate Genius Project’s ease of use.

 

 

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