Project charter

How it works

1. Define the document

   Set the document title and default font, then use Word heading styles for a navigable structure.

2. Describe the boundary

   Add a bulleted scope list and a bookmark on the scope heading. The bookmark gives later code a stable place to find that section.

3. Turn milestones into a table

   Populate rows from a two-dimensional array, emphasize the header, and keep the acceptance evidence beside its owner.

The example below shows the document API and layout used for this report. Follow the Word guide for package setup in your own project.

using System.IO;
using OfficeIMO.Word;

namespace OfficeIMO.Examples.Showcase.Workflows;

/// <summary>Creates an editable project charter with scope, milestones, and named owners.</summary>
internal static class ProjectCharter {
    internal static void Create(string folder) {
        using WordDocument document = WordDocument.Create(Path.Combine(folder, "example.docx"));
        document.Settings.FontSize = global::OfficeIMO.OfficeLength.Points(11);
        document.Properties.Title = "Project charter";
        document.AddParagraph("Project charter").Style = WordParagraphStyles.Heading1;
        document.AddParagraph("NORTHWIND / CUSTOMER PORTAL / VERSION 1.0");
        document.AddParagraph("Give the delivery team one agreed reference for the outcome, scope, and acceptance decision.");

        document.AddParagraph("Outcome and boundaries").AddBookmark("Scope").Paragraph.Style = WordParagraphStyles.Heading2;
        WordList scope = document.AddList(WordListStyle.Bulleted);
        scope.AddItem("Provide a single place to submit and track service requests.");
        scope.AddItem("Include request history and a clear escalation path.");
        scope.AddItem("Keep billing and account administration outside this release.");

        document.AddParagraph("Delivery milestones").Style = WordParagraphStyles.Heading2;
        string[,] values = {
            { "Milestone", "Owner", "Acceptance evidence" },
            { "Discovery", "Product", "Reviewed service journey" },
            { "Pilot", "Engineering", "Ten completed pilot requests" },
            { "Launch", "Operations", "Support and recovery walkthrough" }
        };
        WordTable table = document.AddTable(4, 3, WordTableStyle.TableGrid);
        for (int row = 0; row < 4; row++) {
            for (int column = 0; column < 3; column++) {
                var paragraph = table.Rows[row].Cells[column].Paragraphs[0];
                paragraph.Text = values[row, column];
                paragraph.Bold = row == 0;
                if (row == 0) table.Rows[row].Cells[column].ShadingFillColor = OfficeColor.Parse("E8EEF8");
            }
        }
        document.AddParagraph("Success measure").Style = WordParagraphStyles.Heading2;
        document.AddParagraph("At least 90% of pilot requests reach the right team without manual reassignment.");
        foreach (WordParagraph paragraph in document.Paragraphs) {
            paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(11);
            paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(7D);
            if (paragraph.Style == WordParagraphStyles.Heading1) {
                paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(26);
                paragraph.Bold = true;
                paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(12D);
            } else if (paragraph.Style == WordParagraphStyles.Heading2) {
                paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(15);
                paragraph.Bold = true;
                paragraph.LineSpacingBefore = global::OfficeIMO.OfficeLength.Points(12D);
                paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(6D);
            }
        }
        foreach (WordTable styledTable in document.Tables) {
            styledTable.SetWidthPercentage(100);
            styledTable.SetColumnWidthsPercentage(25, 22, 53);
            foreach (var row in styledTable.Rows) {
                foreach (var cell in row.Cells) {
                    cell.MarginTop = global::OfficeIMO.OfficeLength.Centimeters(0.1D);
                    cell.MarginBottom = global::OfficeIMO.OfficeLength.Centimeters(0.1D);
                    foreach (var paragraph in cell.Paragraphs) {
                        paragraph.FontSize = global::OfficeIMO.OfficeLength.Points(11);
                        paragraph.LineSpacingAfter = global::OfficeIMO.OfficeLength.Points(3D);
                    }
                }
            }
        }
        WorkflowFooter.Add(document, "Project charter");
        document.Save();
    }
}

Use this in your project

Replace the sample scope and milestone array with your project data. Keep the acceptance column specific: a named artifact or observable result is more useful than a general completion statement.

The Word guide explains package setup and related document APIs.

Continue with another example

• WordMeeting minutes and actions
• WordAn editable decision record
• WordCustomer delivery summary