Project resource data

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Table of contents

Project resource data export screen

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.
Filter (project)	Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Attachments - theme - user role(s) - With late milestones - Father project - project template - project manager - status - Start date - End date
Select resources	A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.
Filter (resource)	Here is the list of filter criteria (by default) that can be used to select items for export: - Contains - Type - category - That assets - Profile - Attachments - Generic resource
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_RESSOURCE_PROJET-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_RESSOURCE_PROJET-DATE.xlsx`

Exporting resource data

This screen allows you to export data from the Project Resources theme to a spreadsheet file. The spreadsheet rows are sorted project by project, phase by phase , and the rows are filled in according to the different resources.

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Rights required :

Table columns

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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 selected when exporting this data (if October 2020 is selected, then 10/01/2020 will be displayed)
Project ➡️ Wording the project
phase code phase Code of the phase
phase description phase Wording of the phase
Type ➡️ Type phase
phase status phase status phase
phase manager phase manager phase
Code ➡️ Code of the resource
Wording ➡️ Wording of the resource
Genre ➡️ Type of the resource
category Categories
target target representation target what the resource is supposed to do

target representation budget, resource, or indicator to the project’s initial forecast. This is what is estimated to be true at the start of the project. Example: Pierre Martin will need to spend 10 days working on the design of the Alpha project. The target schedule target the “ideal” schedule envisioned at the start of the project. It is likely to differ from the estimated schedule estimated changes over the course of the project. Once defined, this target number of days should ideally target be changed so that drift can be calculated.

completed representation completed " status

completed

For budgets: representation corresponding to the amount of expenses booked (asInvoiced") For resources: representation of activity entries

completed ➡️ representation completed status of the resource

completed cumulated

For budgets: representation corresponding to the amount of booked expenditure accumulated since the start of the project (asInvoiced") For resources: representation of activity entries since the start of the phase

estimated representation the import and synchronization of resource budgets
planned representation planned resources
remaining work remaining work resources
estimated representation estimated resources
CRJ ➡️ Actual daily cost of the resource to be entered in the record of a No access
Profile ➡️ Resource Profile Profiles
TJM ➡️ Average daily rate defined via the resource profile Profiles
capacity capacity resource's capacity for the period during the export Resources

Project links ➡️ Titles of projects related to this project
Project ID ➡️ This is the technical identifier for the project to which the resource is assigned
phase ID phase This is the technical identifier of the phase which the resource is assigned