Generate a project sheet
Use a project space or explicit code, verify primary data, and add only authorized images.
In this article
Confirm that project-sheet generation is offered in your context.
Open or name the intended project space; provide an explicit project code if needed.
Verify the name, sector, location, summary, participants, and other structured facts.
Add only necessary and authorized images; the function can use conversation images when supported.
Request the sheet in the intended language and specify proposal context only when relevant.
Wait for the ready document, then check facts, images, captions, layout, and distribution rights.
Practical guidance
Confirm the project reference and choose the images intended for this sheet. The workflow can use conversation images when explicit images are not supplied, so remove irrelevant attachments before requesting the deliverable. Review the project facts and the relationship between every image, caption and claim in the generated file.
Advanced tips
For a sheet reused in several proposals, keep the factual project record separate from proposal-specific emphasis. Check image rights and remove another client’s details before reuse; a previously approved sheet is not automatically approved for a different audience.