Export project data budget
This screen lets you export data, according to filters and in several different formats.
Button name | Description |
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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: - Contains - Attachments - theme - role(user(s) - With milestones late - Father project - template project - project manager - Status - Start date - End date | |
A pane appears, allowing you to select one or more budgets, or even all budgets. A text search can be used to find budgets. | |
Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Type - category - That assets - Analytical axis - Attachments - Budget generic | |
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: |
Si aucun budget n'est sélectionné (via la sélection et les critères de filtres) mais que des projets sont sélectionnés et que l'on clique sur CSV or Export to Excelthen the file will contain only header lines with no data. No message errors or information will be displayed.