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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Financial documents
Financial documents
Financial documents

Financial documents

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Financial documents
Financial documents
‣
Table of contents
Financial document export screen
Financial document export screen

Export financial documents

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

No view can be set for this export.

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Rights required :

  • Consultation of a financial documentConsultation of a financial document
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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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Only financial documents added to a project will be exported. If projects are selected but no financial document are selected, then the export will be empty.

Here are the fields found in this export screen:

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financial documentfinancial document
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ProjectProject
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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

Screen-specific actions

Button name
Description
financial document selection

A pane appears, allowing you to select one or more, or even all, of the financial documents. You can also perform a text search to find them.

FilterFilter financial document)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - Let the rootsLet the roots - TypeType - category linecategory line - envelopeenvelope - DateDate - Contract numberContract number - Beneficiary companyBeneficiary company - Third-party identifierThird-party identifier - Parent financial documentsParent financial documents - RepresentationsRepresentations 💡 Des financial documentfinancial document can be added to the platform: if they are defined as search criteria, then they will appear here

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 - WeatherWeather - Type ActivityType Activity

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_PIECE_FINANCIERE-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_PIECE_FINANCIERE-DATE.xlsx

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If no financial document or projects are selected (via the filter criteria) 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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