Exporting Project Data to Excel

Exporting Project Data to Excel
Most people can get all the information they need to do their work directly within Fluid, but there is sometimes a need to manipulate the financial data in ...
Tue, 29 Sep, 2020 at 9:46 PM
Financials: Financial Detailed Export
User roles: ✔ Project Access ✔ Financial Access The Financial Detailed Export file is our most used export file as it returns the complete list of fo...
Wed, 30 Sep, 2020 at 9:24 PM
Financials: Financial Export
User roles: ✔ Project Access ✔ Financial Access The Financial Export file returns the complete list of forecast, actuals and approved financial recor...
Tue, 29 Sep, 2020 at 10:06 PM
Financials: Financial FYF Detailed Export
User roles: ✔ Project Access ✔ Financial Access  The Financial Full Year Forecast Detailed Export file contains the financial records posted in the ...
Wed, 30 Sep, 2020 at 9:25 PM
Financials: Financial Actuals Only
User roles: ✔ Project Access ✔ Financial Access    The Financial Actuals Only file contains the complete list of financial Actuals records for the pr...
Wed, 30 Sep, 2020 at 9:25 PM
Financials: Financial Forecast Only
User roles: ✔ Project Access ✔ Financial Access    The Financial Forecast Only file contains the complete list of financial Forecast records for the ...
Wed, 30 Sep, 2020 at 9:26 PM
Financials: Full Year Financial Report
User roles: ✔ Project Access ✔ Financial Access    The Full Year Financial Report is our most comprehensive project report as it gives a complete fin...
Wed, 30 Sep, 2020 at 9:26 PM
Financials: Financial Cap Amort Export
User roles: ✔ Project Access ✔ Financial Access   ✔ Financial Administrator The Financial Cap Amort Export file contains the complete list of financi...
Tue, 29 Sep, 2020 at 9:50 PM
Project Health: Project Details
User roles: ✔ Project Access The Project Details export file returns project information and meta-data for a project and all its sub-projects. The ...
Tue, 29 Sep, 2020 at 10:04 PM
Project Health: Status Report
User roles: ✔ Project Access   The Status Report file includes all status reports that have been posted since the project was created. It also include...
Tue, 29 Sep, 2020 at 9:50 PM