Button name | Description |
|---|---|
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
This button sends the exported data in .csv format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .csv format: | |
This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .xlsx format: |
Quotation export
This screen is used to export quotation data to a spreadsheet program.
Rights required :
Quotation consultation
Table columns
You can also add project attributes, hierarchies and roles to the view 
Here are the fields found in this import screen:
Project periodCompress the attachment if sending by email Keep the "rich text" format view