User roles: ✔ Project Access
The Project Details export file returns project information and meta-data for a project and all its sub-projects.
The report also includes the reportable custom properties for the project.
Click here if you want to learn more on project meta-data.
Field description
Column & Title | Description |
ProjectId | The project unique ID in Fluid. |
ProjectGuid | Fluid Global Unique Identifier for the project. |
ProjectRef | The project external reference. |
Project Name | The project name. |
Shortcode | The project short code. |
Methodology | The project methodology. |
Project Type | The project type. |
Cap Eligibility | Indicates whether the project is eligible for capitalisation. |
Cap Profile | The project capitalisation profile. |
Start Date | The project start date. |
End Date | The project end date. |
Created On | The date that the project was initially created on. |
Project Implementation Date | The project implementation date. |
Discretionary vs Non-discretionary | Indicates whether the project is Discretionary or Non-discretionary. |
Amortisation Period | The period (in months) over which the project will be amortised. |
Category | The project category. |
FundingSource | The project funding source. |
Status | The project status. |
Immediate Parent | The immediate parent for the project in the Project Hierarchy. |
Immediate Parent Id | The Fluid unique ID of the immediate parent project. |
Immediate Parent Ref | The external reference of the immediate parent project. |
Top Parent Project | The Top Parent project for the project in the Project Hierarchy. |
Top Parent Project ID | The Fluid unique ID of the Top Parent project. |
Top Parent Project Ref | The external reference of the Top Parent Project. |
Program | The name of the program the project belongs to. |
Program ID | The Fluid unique ID of the program the project belongs to. |
Program Ref | The external reference of the program the project belongs to. |
ReportingProgram | The Reporting Program the project is linked to. |
Reporting Program Id | The Fluid unique ID of the reporting program the project belongs to. |
Reporting Program Ref | The external reference of the reporting program the project belongs to. |
Primary PM | The primary manager responsible for the project. |
Primary PM Id | The primary manager's username. |
Owner | The owner of the project. |
Owner Id | The project owner's username. |
Executive | The project executive. |
Executive Id | The project executive's username. |
Editors | The project editor. |
Editors Id | The project editor's username. |
Business Owner | The project business owner. |
Business Owner Id | The project business owner's username. |
Portfolio | The project portfolio. |
SubPortfolio | The project sub-portfolio. |
Business Driver | The project business driver. |
Tier | The project tier. |
Cost Centre | The project cost centre. |
Description | The project description. |
Requirements | The project requirements. |
Proposed Solution | Proposed solution of what the project will deliver. |
Phase1End | The end date for the first phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
Phase2End | The end date for the second phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
Phase3End | The end date for the third phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
Phase4End | The end date for the fourth phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
Phase5End | The end date for the fifth phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
Phase6End | The end date for the sixth phase of the project. The number of phase end dates to populate depends on the methodology selected for the project. |
BB onwards | Project custom properties |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article