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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Quote

Quote

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
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Table of contents
Quotation export screen
Quotation export screen

Screen-specific actions

Button name
Description
Select projects

A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.

FilterFilter (project)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - AttachmentsAttachments - themetheme - user role(s)user role(s) - With late milestonesWith late milestones - Father projectFather project - project templateproject template - project managerproject manager - statusstatus - Start dateStart date - End dateEnd date

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_DEVIS-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_DEVIS-DATE.xlsx

Quotation export

This screen is used to export quotation data to a spreadsheet program.

🚦

Rights required :

  • Quotation consultationQuotation consultation

Table columns

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Here's a list of the columns in this export table (in .csv or .xlsx format) and which fields they correspond to:

You can also add project attributes, hierarchies and roles to the view Project data exportProject data export for more columns and more information.

Here are the fields found in this import screen:

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ProjectProject
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periodperiod
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Compress the attachment if sending by emailCompress the attachment if sending by email
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Keep the "rich text" formatKeep the "rich text" format
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viewview
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Non-exhaustive list of error/information messages
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Produced by Virage Group