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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Milestones
Milestones
Milestones

Milestones

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Milestones
Milestones
‣
Table of contents
  • Export milestones

Export milestones

This screen is used to export information on selected platform milestones.

Screen for exporting platform milestones
Screen for exporting platform milestones
🚦

Rights required :

  • View data exportView data export
  • Consultation of a schedule objectConsultation of a schedule object
  • Consultation of a project to which the user is assignedConsultation of a project to which the user is assigned
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Here's the list of columns in this export table (in .csv or .xlsx format) and which field they correspond to:
  • Date period Start date of the period (12/01/20 for December 2020)
  • Wording ➡️ WordingWording of the selected project
  • phase code phase CodeCode of the phase; if the phase the phase , then _PROJECT_ is displayed
  • phase description phase WordingWording phase
  • Type ➡️ TypeType phase
  • phase status phase statusstatus phase
  • phase manager phase managermanager phase
  • Code ➡️ CodeCode milestone
  • Wording ➡️ WordingWording milestone
  • Type ➡️ TypeType milestone
  • Fact ➡️ TRUE if the milestone completed FALSE if not selected (checkbox) FactFact)
  • target date target Date targetDate target milestone
  • Estimated date ➡️ Estimated dateEstimated date milestone
  • milestone ID milestone Technical ID of milestone
  • phase ID ➡️ Technical ID of the phase
💡

You can also add project attributes, hierarchies, and roles to your export by configuring the viewExport planning dataExport planning data

These are the fields on the Export screen:

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ProjectProject

You can select a private project filter or a public project filter, select projects from the project list, or select filter criteria.

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periodperiod

Allows you to select a start date and end date for period when exporting data, or to select predefined periods: - Active month - Current year - Last 12 months - next 12 months If a period is set via the calendar, you must Confirm selecting the period

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period according to selected projectsperiod according to selected projects

If true, then the period will period be selected manually or using predefined options, but based on the start and end dates of the selected projects (static selection, saved filter, or filter criteria). The dates chosen will be the furthest apart. Example: I have two projects (found via filters) that start in May 2020 and end in December 2020, and one project that starts in January 2019 and ends in June 2020. The period then period from January 2019 to December 2020.

🚩

You cannot directly change this period; you would need to modify the selected projects, the filter criteria, or even the start and end dates of a project.

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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.

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Keep the "rich text" formatKeep the "rich text" format
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viewview

It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Export planning dataExport planning data Rights required : Viewing views in platform administrationViewing views in platform administration

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

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_JALON-DATE.csv

Excel by email

This button sends the exported data in .xls 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_JALON-DATE.xlsx

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Non-exhaustive list of error/information messages

Request for report received - the report will be sent to you by email ➡️ when you click on CSV by email or Excel by email

No data found for the selection ➡️ If no project is selected, when you click on CSV or Export to Excel