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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Project resource data

Project resource data

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
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Table of contents
Project resource data export screen
Project resource data export screen

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 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.

FilterFilter (resource)

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

  • Consult project resourcesConsult project resources
  • Profile consultationProfile consultation

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
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You can also add project attributes, hierarchies and roles to the view Export project resource dataExport project resource data for more columns and more information.

Here are the fields on the export screen:

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ProjectProject
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ResourceResource
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periodperiod
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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
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Non-exhaustive list of error/information messages
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Produced by Virage Group