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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

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
🚦

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:
  • Date period period when exporting this data (if October 2020 is selected, then 10/01/2020 will be displayed)
  • Project ➡️ WordingWording of the project in question
  • phase code phase CodeCode of the phase. If the phase code, then it will be listed _PROJECT_
  • phase description phase WordingWording of the project in question
  • Type ➡️ TypeType of the phase
  • phase status phase statusstatus of the phase
  • phase manager phase manager the phase
  • Wording ➡️ WordingWording of the budget
  • Analytical dimension ➡️ Analytical dimension associated with budget
  • category CategoriesCategories budgetcategory
  • completed committed Invoiced estimated These columns display the entered amounts
  • Project links ➡️ WordingWording related project(s)
  • envelope envelope Budget envelopesBudget envelopes

💡You can also add budget attributes, project attributes, hierarchies, and roles to your export by configuring the view Export project budget dataExport project budget data

Here are the fields found in this export 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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BudgetBudget

You can select budgets from the list of projects or choose filter criteria.

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periodperiod

Allows you to select a start date and end date for period when exporting data, or to select predefined periods: - Active month - Current year - Last 12 months - next 12 months If a period is set via the calendar, you must Confirm selecting the period

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period according to selected projectsperiod according to selected projects

If true, then the period will period be selected manually or using predefined options, but based on the start and end dates of the selected projects (static selection, saved filter, or filter criteria). The dates chosen will be the furthest apart. Example: I have two projects (found via filters) that start in May 2020 and end in December 2020, and one project that starts in January 2019 and ends in June 2020. The period then period from January 2019 to December 2020.

🚩

You cannot directly change this period; you would need to modify the selected projects, the filter criteria, or even the start and end dates of a project.

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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 Export project budget dataExport project budget data Rights required : Viewing views in platform administrationViewing views in platform administration

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

Request for report received - the report will be sent to you by email ➡️ when you click on CSV by email or Excel by email

No data found for the selection ➡️ If budget projects or budget selected using the filter criteria or the selection when you click on CSV by email or Excel by email

No data found for the selection ➡️ If no project is selected, even if budgets are selected using the filter criteria or by clicking on CSV by email or Excel by email