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 da...
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 o...
Financials: Financial Export
User roles: ✔ Project Access ✔ Financial Access The Financial Export file returns forecast, actuals and approved financial records for the select...
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 ...
Financials: Financial Actuals Only
User roles: ✔ Project Access ✔ Financial Access The Financial Actuals Only file contains the complete list of financial Actuals records for th...
Financials: Financial Forecast Only
User roles: ✔ Project Access ✔ Financial Access The Financial Forecast Only file contains the complete list of financial Forecast records for ...
Financials: Financial Cap Amort Export
User roles: ✔ Project Access ✔ Financial Access ✔ Financial Administrator The Financial Cap Amort Export file contains the complete list of fin...
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 ...
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 inc...
Project Health: Project Impacts
User roles: ✔ Project Access The Project Impacts file includes the details of all impacts (dependencies, risks, issues, changes, lessons learned a...
Project Health: Schedule Report
User roles: ✔ Project Access The Schedule Report file lists the entire schedule plan for the project and its sub-projects. The report also includes...
Funding: Project Funding
User roles: ✔ Project Access ✔ Financial Access The Project Funding export file returns the project funding records for the project the export is...
Documents
User roles: ✔ Project Access The Document file includes the details of all the documents that have been uploaded to the project to support its exec...
Project Benefits
The Benefits export file lists both qualitative and quantitative benefits of a project and its associated sub-projects. The export provides project ...
Project Ongoing Costs
In this article we cover off exporting Project Ongoing Costs to Excel. With Fluid you can easily have a view of the data that is a part of your on goi...