Button name | Description |
|---|---|
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. | |
Here is the list of filter criteria (by default) that can be used to select items for export:
- | |
This button sends the exported data in .csv format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .csv format: | |
This button sends the exported data in .xlsx format to the e-mail address of the logged-in user. | |
This button downloads the export of this data in .xlsx format: |
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 version
Here is the list of fields found in this import screen:
Budget version Project Compress the attachment if sending by email Keep the "rich text" format view