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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Budgets

Budgets

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

Imports Budgets

In the Budgets theme , it's possible to make numerous imports, not all of which have the same requirements.

Screen listing possible budget imports
Screen listing possible budget imports
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Rights required : Synchronize budgetsSynchronize budgets The "Import" button allows you to access this settings screen and certain types of import. The various import options are managed by rights. See each import page for required rights.

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Read more :

  • Import memo - 3.1 Budget parameterImport memo - 3.1 Budget parameter
  • Import Memo - 3.2 InvoicesImport Memo - 3.2 Invoices
  • Import Memo - 3.3 QuotationsImport Memo - 3.3 Quotations
  • Import Memo - 3.4 Budget envelopesImport Memo - 3.4 Budget envelopes
  • Memo Import - 3.5 Financial documentsMemo Import - 3.5 Financial documents
  • Import Memo - 3.6 Budget synchronizationImport Memo - 3.6 Budget synchronization
  • Import memo - 3.7 plannedImport memo - 3.7 planned
  • Mémo Import - 3.8 forecast totalMémo Import - 3.8 forecast total
  • Memo Import - 3.9 RequestMemo Import - 3.9 Request

General and screen-specific actions

Button name
Description
Add a file

Opens the file explorer and loads a budget data file.

Import

Enables import when a file has been added

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At the bottom of the screen, orders can be viewed in the task (imports in progress, cancelled imports, etc.).

The complete list of commands can be found in the background task in the menu AdministrationAdministration > Advanced settings > Technical configuration > Background commandsBackground commands

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