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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Resource description
Resource description
Resource description

Resource description

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Resource description
Resource description
‣
Table of contents
  • Exporting resource descriptions
  • Table columns
Resource description export screen
Resource description export screen

Screen-specific actions

Button name
Description
CSV by email

This button sends the exported data in .csv format to the e-mail address of the logged-in user.

CSV

This button downloads the export of this data in .csv format: EXPORT_PLANIFIE_RESSOURCE_PROJET-DATE.csv

Excel by email

This button sends the exported data in .xls format to the e-mail address of the logged-in user.

Export to Excel

This button downloads the export of this data in .xls format: EXPORT_PLANIFIE_RESSOURCE_PROJET-DATE.xlsx

Exporting resource descriptions

This screen is used to export planning data from the Project Resources theme to a spreadsheet file. The spreadsheet rows are sorted project by project, phase by phase , and the rows are filled in according to the different resources.

🚦

Rights required :

  • Consult resourcesConsult resources

No view or filter can be set for this export.

Table columns

‣
Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to
  • Code ➡️ CodeCode of the resource
  • Wording ➡️ WordingWording of the resource
  • Long description ➡️ Long labelLong label of the resource
  • Description ➡️ DescriptionDescription of the resource
  • Formula ➡️
  • Genre code ➡️ CodeCode from TypeType of the resource
  • Genre label ➡️ WordingWording from TypeType of the resource
  • category code category CodeCode of the categorycategory of the resource CategoriesCategories
  • category name category WordingWording of the categorycategory of the resource CategoriesCategories
  • Full category name category Long labelLong label of the categorycategory of the resource CategoriesCategories
  • Minimum threshold ➡️ Minimum thresholdMinimum threshold
  • Maximum threshold ➡️ Maximum thresholdMaximum threshold
  • Distribution ➡️ Default distributionDefault distribution from the resource category
  • Assignment level ➡️ Assignment levelAssignment level from the resource category
  • category ➡️ TRUE/FALSE indicates whether the category assigned to the resource is a synthesis categorysynthesis category
  • SFrim Code ➡️ CodeCode of the parameter structure parameter with the resource
  • Wording of the SFrim ➡️ WordingWording of the parameter structure parameter with the resource
  • Profile description ➡️ WordingWording from the resource profile ProfilesProfiles
  • Profile description ➡️ DescriptionDescription from the resource profile ProfilesProfiles
  • Profile rating ➡️ Default rateDefault rate of the profile associated with the resource
  • License ➡️ type of license associated with the user
  • Linked user ➡️ User linked to the resource (if the resource is named)
  • Activity percentage ➡️ Resource activity percentage (Capacity and Costs tab for a resource)
  • Last modified ➡️ the date the resource was last modified (SeehistorySeehistory (of the resource)
  • Active ➡️ AssetsAssets TRUE/FALSE indicates whether the resource is active or not

Here are the fields on the export screen:

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Compress the attachment if sending by emailCompress the attachment if sending by email

If this box is checked, when this export file is sent by e-mail, it will be compressed.

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Keep the "rich text" formatKeep the "rich text" format
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Non-exhaustive list of error/information messages

Request for report received - the report will be sent to you by email ➡️ When you click on CSV by email or Excel by email

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