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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Budget plans

Budget plans

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
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Table of contents
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 .

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Rights required :

  • Consulting a budget versionConsulting a budget version
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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:

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

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Budget versionBudget version
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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
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viewview
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Non-exhaustive list of error/information messages
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Produced by Virage Group