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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Budget plans
Budget plans
Budget plans

Budget plans

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Budget plans
Budget plans
‣
Table of contents
  • Export budget plans
Export screen for budget plans created in the platform, in .csv or .xlsx format
Export screen for budget plans created in the platform, in .csv or .xlsx format

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 - 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_DEMANDS_BUDGET-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_DEMANDS_BUDGET-DATE.xlsx

Export budget plans

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

Project budget data can be exported for one budget version, but not for all versions of the same budget plan .

🚦

Rights required :

  • Consulting a budget versionConsulting a budget version
‣
Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to:
  • period date period start date of the period if the plan period plan 2019–2021, then there will be three dates: January 1, 2019, January 1, 2020, and January 1, 2021)
  • Wording ➡️ WordingWording of the project for which a budget is requested
  • phase code phase CodeCode of the phase. If the phase code, then it will be listed _PROJECT_
  • phase description phase WordingWording of the project for which a budget is requested
  • Type ➡️ Request/New
  • phase status phase statusstatus of the project for which a budget is requested
  • phase manager phase project managerproject manager requesting a budget
  • Plan ➡️ Name of plan , selected from the list of budget plans before exporting this data
  • Budget version ➡️ Name of the budget version, selected from the list of budget versions before exporting this data
  • Budget version status ➡️ Active or inactive (if the deadlinedeadline (whether or not the limit set for the budget version has been exceeded)
  • deadline deadlinedeadline of the budget version
  • Wording ➡️ WordingWording budget and the budget request
  • Type ➡️ list of budget attributes
  • category categorycategory of the budget CategoriesCategories
  • envelope envelopeenvelope related to the budget request
  • budget request status budget request statusstatus of the budget request draft, pending approval, approved...)
  • Hypothesis ➡️ HypothesisHypothesis budget request low, medium, high)
  • Request for budget budget Amount requested
  • Comment author ➡️ username of the user who commented on the budget request
  • Date the comment was created ➡️ date the comment on the budget request was created
  • Comment ➡️ message on the budget request

💡You can add project attributes, hierarchies, and roles to the view Project data exportProject data export and will be displayed as columns in the exported table.

Here is the list of fields found in this import screen:

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Budget versionBudget version

Select a budget version (defined when the plan was created) from the list of all budget versions created on the platform.

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ProjectProject

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

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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

You can select a view determines the content of the exported items. The type of view in this screen is Project data exportProject data export Rights required : Viewing views in platform administrationViewing views in platform administration

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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 ➡️ when you click on CSV or Export to Excel when no project has been selected.