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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Activity entries
Activity entries
Activity entries

Activity entries

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Activity entries
Activity entries
‣
Table of contents
  • Export activity entries
  • Table columns
timesheet export screen
timesheet export screen

Export activity entries

This export enables you to view all activity entries made according to a given period , project or resource.

A line in the export corresponds to a timesheet value for a day on a project phase for a resource.

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Rights required :

  • View all activity trackingView all activity tracking

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:
  • Project: The project for which a resource has logged the activity
  • Project attributes added to the view ProjectProject
  • category category the resource that entered an activity CategoriesCategories
  • Resource: WordingWording of the resource that initiated the activity
  • Phase phase which the resource has entered activity data
  • milestone attributesmilestone to the view Phase / milestonePhase / milestone
  • Date: day in DD/MM/YYYY format on which the resource recorded the activity
  • Value: a value entered by a resource, such as the time spent on an activity. For example, 1 for 1 day
  • Note: Comments on the activity for a phase for a day
  • status timesheet status Activity entriesActivity entries

You can also add project attributes and hierarchies to the view Export activity entriesExport activity entries for more columns and more information.

Here are the fields on the export screen:

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periodperiod

Allows you to select a period start and end date defined for data export, or pre-defined periods : - Active month - Current year - Last 12 months - next 12 months

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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

It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Export activity entriesExport activity entries Rights required : Viewing views in platform administrationViewing views in platform administration

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

Select resources

A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.

FilterFilter (resource)

Here is the list of filter criteria (by default) that can be used to select resources: - ContainsContains - That assetsThat assets - ProfileProfile - AttachmentsAttachments - Generic resourceGeneric resource

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_RESSOURCE_SAISIES-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_RESSOURCE_SAISIES-DATE.xlsx

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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

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