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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Quote
Quote
Quote

Quote

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Quote
Quote
‣
Table of contents
  • Quotation export
  • Table columns
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:
  • Date period periodperiod selected when exporting this data (if October 2020 is selected, then 10/01/2020 will be displayed)
  • Project ➡️ WordingWording the project
  • Wording ➡️ WordingWording from the quote
  • Code ➡️ CodeCode from the quote
  • Date created ➡️ Creation dateCreation date from the quote
  • Last modified ➡️ Modification dateModification date from the quote
  • Date entered ➡️ Entry dateEntry date from the quote
  • Message NoteNote entered on the quote
  • Amount (excluding tax) ➡️ Amount excluding taxAmount excluding tax from the quote
  • Discount ➡️ DiscountDiscount from the quote
  • Transmitter ➡️
  • Status ➡️ StatusStatus from the quote (to be approved, approved...)
  • milestone milestonemilestone related to the quote
  • Attachment ➡️ Attachment(s)Attachment(s) added to the quote (e.g., an actual quote in PDF format)
  • project manager project managerproject manager of the project in question
  • status statusstatus about the project (in progress, planned, etc.)
  • Code ➡️ CodeCode of the project in question
  • Parent project ➡️ Father projectFather project of the project covered by the quote

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

You can select a private project filter or a public project filter, select projects from the project list, or select filter criteria.

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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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viewview

It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Project data exportProject data export Rights required : Viewing views in platform administrationViewing views in platform administration

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Non-exhaustive list of error/information messages

🚩 If there are no quotes on the platform, no message will be displayed; only the header row will be populated in the export file.