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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Project budget data
Project budget data
Project budget data

Project budget data

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Project budget data
Project budget data
‣
Table of contents

Export project budget data

This screen allows you to export data, according to filters and in several different formats.

Project budget data export screen
Project budget data export screen
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Rights required :

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

Here are the fields found in this export screen:

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ProjectProject
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BudgetBudget
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periodperiod
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period according to selected projectsperiod according to selected projects
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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

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

Select budgets

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

FilterFilter budget)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - TypeType - categorycategory - That assetsThat assets - Analytical axisAnalytical axis - AttachmentsAttachments - Generic BudgetGeneric Budget

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_BUDGET-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_BUDGET-DATE.xlsx

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If no budget is selected (via selection and filter criteria) but projects are selected and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No error message or information will be displayed.

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Non-exhaustive list of error/information messages
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