Generate a project document
Use the document generator to create or regenerate tailored project reports and documents from templates.
This guide is designed for project manager.
Steps
Step 1: Open the Generate document dialog
From your report or document area, select the option to generate a new document to open the Generate document dialog.
Step 2: Choose a document template
Use the template drop-down to search for and select the most appropriate document template for your report.
Step 3: Review or change template defaults
Check the pre-filled title and any default settings pulled in from the chosen template, updating them where needed.
Step 4: Add or adjust custom fields
Complete any custom fields shown, such as dates, text, or numeric values, so the generated document reflects your project details.
Step 5: Configure report sections and content
Use the section content fields to include or exclude sections, refine text, and match content to the focus areas of your report.
Step 6: Select source reports or data
Use the searchable report selector to link relevant reports or project data that should feed into the generated document.
Step 7: Choose recipients and notifications
Use the recipient picker to add recipients, apply "same as previous" where useful, and toggle notification settings for each contact.
Step 8: Review the generation summary
Check the confirmation summary to see who will receive the document, which reports are included, and how the document will be generated.
Step 9: Generate the document
Confirm your choices to start document generation, then wait for the process to complete and review the created document.
Step 10: Regenerate from an existing version (optional)
When reopening the dialog for an existing document, review the locked template and pre-filled fields, adjust inputs if required, and regenerate a new version.
Last updated: 2026-08-31