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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Revenue

Revenue

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Table of contents
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Screen-specific actions

Button name
Description
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_FACTURATION-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_FACTURATION-DATE.xlsx

Export theme Revenus

This screen lets you export quotation and invoice data to a spreadsheet program.

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Rights required :

  • Billing consultationBilling consultation
  • Quotation consultationQuotation consultation

Table columns

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Here's a list of the columns in this export table (in .csv or .xlsx format) and which fields they correspond to:

It is also possible to add project attributes to the view Export revenue dataExport revenue data for more columns and more information.

Here are the fields found in this import screen:

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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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Produced by Virage Group