Try It!


You can now consistently present information and boost productivity without double handling in MS Word and Altus with the Altus for Word add-in.

This add-in is automatically activated within Microsoft Word unless your organisation has limitations on what add-ins can be installed. If you cannot see the Altus for Word Add-in after the app has been installed, click here for instructions on how to manually activate the add-in.


Now that you have linked a Word document to the Altus app, you can begin adding Altus Project data into your document.

To add an Altus project field and insert project data into a Word document:

1. Put your cursor in the document when you would like to insert the field. 
   
   Note: You can complete this step any time before you click the Insert Data button.
   
   
2.  From the Data to Insert drop-down select Project Field.
   
   
3.  From the Select a Project Field drop-down select Name. You can search for the field you are looking for from within the Type to search field.
   
   
4. Click Insert Data. Your field will now be added to the document.
   
   
   Tip: If you have dropped the field in the wrong location, you can drag it to a new location using the content control before the field.
   
   
   

To add Altus project-related data into a Word document:

1. Put your cursor in the document when you would like to insert the field. 
   
   Note: You can complete this step any time before you click the Insert Data button.
   
   
2. From the Data to Insert drop-down select Related Data.
   
   
3. From the Select a Project Field drop-down select Risks.
   
   
4. From the Select View drop-down select All Active Risks.
   
   Note: if you would like to set-up a new view please follow the instructions here.
   
   
5. From the Customise View section:
   
   a. Add columns to the view by selecting the Add Additional Fields drop-down list.
   
   b. Hide some of the fields by clicking the eye icon.
   
   c. Reorder the fields by clicking and dragging the lines in front of the fields.
   
   
6. Click Insert Data. Your table will now be added to the document.
   
   Tip: If you have dropped the field in the wrong location, you can drag it to a new location using the content control before the field.
   
   
   

When a table or field has been added into your Word document, it may be in an unformatted state. You can format these items to match the rest of your document. 


To format inserted Altus project fields and tables in the Word document:

1. Change anything related to the Font, Paragraph and Style on the field or table using the available options in the Microsoft Word app.
   
   
2. Change the text within the Column headers within a table or remove columns as necessary.
   
   
   Note: If you Update the data within the document, this formatting is retained.
   
   

To edit Altus-related Data tables in a Word document:

1. Within the Review Data list of the Altus for Word pane, clicking the pencil icon from any tables that you have added to the document.
   
   
2. When you click the pencil icon, you will be returned to the Insert Project Data section for the table so you can modify the View and/or columns that display.
   
   
   

Views can be created in Altus by an Administrator, but end-users can also create views in some areas of Altus. In this example we will create a Risk View.


To create your own table views and add it to the Word document:

1. Within Altus, open the Risks list from either the Projects or Work section.
   
   
2. From the System Views drop-down list select the view that most closely matches the view you want to create.
   
   
3. Within the view, click Edit columns. The right pane will now display the Edit columns: Risks pane showing all the columns that are currently visible in your selected Risk view
   
   
4. From the pane click + Add columns, this will display the list of all columns you can add to this view.
   
   
5. Select the columns you’d like to add to your view and click Close when you have added all the fields.
   
   
6. Within the view, click Edit filters.
   
   
7. Make any changes to the filters on this view and click Apply when you are finished.
   
   
8. To order the columns in the view, you can click and drag them up and down within the list.
   
   
9. To remove a column from the view, hover your mouse over the column and you’ll see an ellipsis (…) show at the end of the field, click this to see an edit menu that contains Remove, Move up and Move down.
   
   
10. Once you have completed organising your view click Apply.
    
    
11. When you have completed creating your view, click the views drop-down list and select Save as new view, give it a Name and Description then click Save.
    
    
    Note: You can still make changes to the view. If you do a new option Save changes to current view, will be available in the views drop-down list.
    
    
    

Once a Word document is connected to your Altus project, and you have inserted data into the document, you can refresh or update this data when you make changes to Altus.


To update existing Altus project data in the Word document:

1. Make sure you are signed into the document. If you are not signed in the Update Data button will be greyed out.
   
   
2. Click the Update Data button. This will refresh all the data within the document with the latest Altus data.
   
   
   Note: If you have made any manual edits to the data that was imported from Altus, it will be overwritten as part of this process.
   
   
   

Read: Altus for Microsoft Word – End User Guide