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Export project budget data
This screen allows you to export data, according to filters and in several different formats.
Rights required :
Consulting a budget
Here are the fields found in this export screen:
Project Budget periodperiod according to selected projects Compress the attachment if sending by email Keep the "rich text" format view 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. |
 Filter (project) | Here is the list of filter criteria (by default) that can be used to select items for export:
- |
 | A pane appears, allowing you to select one or more budgets, or even all budgets. A text search can be used to find budgets. |
| Filter budget) | Here is the list of filter criteria (by default) that can be used to select items for export:
- |
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: |
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: |
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.