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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Exchanges

Exchanges

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

Export trade

This screen allows you to export data, according to filters and in several different formats.

🚦

Rights required :

  • Consult an exchangeConsult an exchange
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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:

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 - Start of smoothing of remaining workStart of smoothing of remaining work - project templateproject template - project managerproject manager - statusstatus - Start dateStart date - End dateEnd date - summary sheet documentsummary sheet document

CSV by email

This button sends the exported data in .csv format to the e-mail address of the logged-in user.

exchanges

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - UserUser - Modification dateModification date - TypeType

CSV

This button downloads the export of this data in .csv format: EXPORT_TACHE-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_TACHE-DATE.xls

Field name
Functional information
ProjectProject
You can select a private project filter or a public project filter, select projects () from the project list, or select filter criteria.
ExchangeExchange
You can select a private exchange filter or a public exchange filter, select exchanges () from the list of exchanges, or select filter criteria.
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.
Keep the "rich text" formatKeep the "rich text" format
viewview
It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Project data exportProject data export Rights required : Viewing views in platform administrationViewing views in platform administration

🚩 If no exchange are 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
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