This feature is reserved for administrators.
The summary sheet brings together all the key information of a project in one place.
Its purpose is twofold:
Facilitate day-to-day project tracking
Ensure data completeness, particularly for archiving and reporting purposes
Accessing the summary sheet
The summary sheet is configured at the template level and can also be adjusted from within a project.
Access from a template
Open the Templates tab in Tomorro
Select the relevant template
Open the Summary sheet tab in the right-hand panel
This is where you define the fields that will be displayed by default for all projects created from this template.
Access from a project
Open an existing project
Click the Settings icon to the right of the summary sheet
⚠️ Any change made from a project or a template:
Updates the associated template
Automatically applies to all future projects based on this template
Also applies to already existing projects
Understanding the structure of the summary sheet
The summary sheet is organized into two categories of fields:
Counterparty fields
Information related to the external party, essentially their identity details.
Example: counterparty name.
Project fields
Information related to project tracking.
Examples: dates, duration, renewal, notice period, project ID.
Understanding how fields are displayed
Field display in the summary sheet depends on how fields are created and used within the template.
Fields displayed when creating a template
When a template is created, the summary sheet automatically displays:
These native fields are created by default and set as visible in the summary sheet. They form the common tracking foundation for all projects.
The summary sheet then adapts to the actual content of the template.
Fields used in the template
If fields are used in:
the document editor,
conditions,
the project name, or
dynamic filing,
they are automatically linked to the template but added to the summary sheet as hidden fields.
They are available but not displayed by default, in order to keep the summary sheet uncluttered.
Fields added or created manually
When you:
add an existing smart field via the + Add button, or
manually create a smart field,
these fields are added to the summary sheet as visible fields.
They are therefore immediately displayed in the template’s summary sheet.
Modifying field visibility
Regardless of how a field is created, its visibility can be adjusted.
From the three-dot menu or the eye icon, you can set a field as:
Always visible
The field is displayed by default in the summary sheet.Optional
The field can be shown or hidden depending on project needs.
This configuration allows you to adapt the summary sheet to each use case while maintaining a clear and consistent structure.
Setting a field as mandatory or optional
Field visibility is independent from whether a field is mandatory.
A field can be:
Not mandatory
The field may remain empty.
It is not required to create a project, start a negotiation, or archive.
Always mandatory
The field must be completed in order to:
create a project,
start a negotiation,
archive a document.
Mandatory for archiving
The field is only required at the time of archiving.
It may remain empty during the negotiation but must be completed before archiving the project.
A field can therefore be:
mandatory for archiving but hidden,
visible without being mandatory, or
both always mandatory and visible.
This flexibility ensures data completeness without burdening operational project tracking.
Reordering fields
Hover over a field to display the six dots on its left
Drag and drop to change the order
The defined order is retained for all summary sheets of projects created from this template.
