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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Tasks
Tasks
Tasks

Tasks

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Data administration
/Tasks
Tasks
‣
Table of contents
  • Export tasks
Task export screen
Task export screen

Export tasks

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

🚦

Rights required :

  • View all project tasksView all project tasks
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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:
  • Date period period when exporting this data (if April 2021 is selected, then 04/01/2021 will be displayed)
  • Project ➡️ WordingWording of the project in question
  • Wording ➡️ WordingWording of the task topic)
  • Code ➡️ CodeCode of the task
  • Date created ➡️ Creation dateCreation date of the task
  • Last modified ➡️ Modification dateModification date of the task
  • deadline For theFor the
  • Start date ➡️ Started onStarted on actual start date of the task
  • Expected start date ➡️ Start targetStart target of the task
  • End date ➡️ task end date
  • Based on a template TRUE/FALSE whether the task created using a template not
  • Transmitter ➡️ TransmitterTransmitter of the task
  • Assigned ➡️ AssignedAssigned of the task
  • Charge ➡️ LoadLoad of the task e.g., days/hour)
  • task type task TypeType of the task
  • Priority ➡️ PriorityPriority of the task
  • Status ➡️ StatusStatus of the task
  • milestone milestone or phasemilestone or phase associated with the task
  • risk associated riskassociated risk for the task
  • task ➡️ WordingWording of the task
  • Message MessageMessage of the task
  • Attachment ➡️ Attachment(s)Attachment(s) of the task

💡You can also add project attributes, hierarchies, and roles to your export by configuring the view Project data exportProject data export

Here are the fields found in this import screen:

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ProjectProject

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

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tasktask

You can select a private filter or a public filter , choose tasks 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

It is possible to select a view that will determine the content of exported elements. The view type used in this screen is Project data exportProject data export 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 - budget request versionbudget request version - status budget requeststatus budget request - Father projectFather project - Start of smoothing of remaining workStart of smoothing of remaining work - project templateproject template - project managerproject manager - statusstatus - Start dateStart date - End dateEnd date - summary sheet documentsummary sheet document

Select tasks

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

FilterFilter task)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - UserUser - StatusStatus - ChildrenChildren - Workflow onlyWorkflow only - TypeType - deadlinedeadline - Modification dateModification date - PriorityPriority

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_TACHE-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_TACHE-DATE.xlsx

🚩

If no task is selected (via selection and filter criteria) but projects are selected and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No error message or information will be displayed.

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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 ➡️ If task projects or task selected using the filter criteria or the selection when you click on CSV by email or Excel by email

No data found for the selection ➡️ If no project is selected, even if tasks are selected using the filter criteria or by clicking on CSV by email or Excel by email