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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Description of resources - periodic information
Description of resources - periodic information
Description of resources - periodic information

Description of resources - periodic information

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Description of resources - periodic information
Description of resources - periodic information
‣
Table of contents
  • Exporting resource descriptions - periodic information
  • 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_RESSOURCE_PERIOD-DATE.csv

Excel by email

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

Export to Excel

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

Exporting resource descriptions - periodic information

This export provides information on resources by period, including costs and capacities.

🚦

Rights required : Consult resourcesConsult resources

No view or filter can be set for this export.

Table columns

‣
Here's a list of the columns in this export table (in .csv or .xlsx format) and which fields they correspond to:
  • Date period periodperiod selected when exporting this data (if October 2020 is selected, then 10/01/2020 will be displayed)
  • Code ➡️ CodeCode of the resource
  • Wording ➡️ WordingWording of the resource
  • Cost ➡️ Resource cost defined in the Costs and Capacities tab ResourcesResources
  • capacity capacity the resource defined in the Costs and Capacities tab ResourcesResources

These are the fields on the Export screen

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periodperiod

Allows you to select a period start and end date defined for data export, or pre-defined periods : - Active month - Current year - Last 12 months - next 12 months

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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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