Create proposals and reports in Keynote Studio

1. 1
   Open Keynote Studio

   Open the application for the project, or open Source library in Keynote Studio.

2. 2
   Choose a project or draft

   Search Project sources and select an available project or Project Architect draft. The source supplies the authorized plan, tasks and team evidence.

3. 3
   Choose Commercial proposal or Project report

   The two modes use the same source but organize it for different audiences. A proposal presents planned delivery and client investment; a report reviews recorded delivery.

In Project report, use Period to select delivery periods and As of for the report date. Review the included sprint dates before applying the selection. A report’s cutoff is not a change to the project schedule.

1. 1
   Open Presentation settings

   Set the presentation title and Prepared for audience. Prepared for is used in the slide footer alongside the document type.

2. 2
   Add a logo if needed

   Upload Client logo. If no logo is supplied, no substitute Collty logo is inserted in the presentation title. The supported upload limit is 5 MB.

3. 3
   Choose theme and style

   Slide theme changes the palette; Slide style changes the composition. These settings are separate from the site’s light or dark theme.

4. 4
   Choose Task card size

   Large, Medium and Small control task density. Smaller cards fit more titles while retaining hierarchy and status. Task descriptions are not a substitute for a concise delivery overview.

• Roadmap follows the saved delivery periods and work hierarchy. Epics, tasks and subtasks retain their source relationships.
• Team and workload use available profile and allocation evidence. Missing hours or costs should not be interpreted as zero effort or free delivery.
• Financial information follows the saved project policy and your permissions. Planned client investment is not an amount already paid.
• AI insights can help explain the project but do not approve a plan, accept work or record payment. Check claims against the underlying tasks and evidence.

1. 1
   Save presentation

   Save after the source and deck are ready to retain the presentation settings.

2. 2
   Choose PDF quality

   Standard is faster and produces a smaller file; High uses 2× rendering and Retina uses 3×. Higher quality takes more memory and time.

3. 3
   Use PDF

   Wait for the progress indicator to finish. Cancel export is available while preparing the document. A successful status reads PDF downloaded.

4. 4
   Check the downloaded document

   Review page breaks, task density, selected periods, identity and commercial figures before sending it. If export fails, read its error and retry at Standard quality.