Exporting Project Data to Excel

Project Health: Schedule Report With Project Details

The Schedule Report With Project Details file lists the same schedule tasks as the Schedule Report, but adding an extra line (Line 0 in the GanntOrder) including it's project details.

Each Schedule Report With Project Details starts with a project top line (WBS 0), showing the project name, start and end dates, % complete, rolled up hours, and baseline start , and the custom properties related to the project that have been set to reportable.

User roles: ✔ Project Access

Field Description

Column & Title

Description

Project

The project name.

ProjectId

Fluid project unique ID.

ProjectRef

The project external reference.

Alternate Reference

An alternate external reference for the project.

ProjectStatus

The status of the project.

ProjectType

The type of the project.

Porfolio

The portfolio the project belongs to.

SubPortfolio

The sub-portfolio the project belongs to.

Business Driver

The business driver assigned to the project.

Tier

The tier assigned to the project.

Cost Centre

The cost centre assigned to the project.

ProjectStartDate

The start date of the project.

ProjectEndDate

The end date of the project.

Primary PM

The full name of the project Primary PM.

Primary PMId

The username of the project's Primary PM.

Owner

The full name of theproject's Owner.

OwnerId

The username of the project's Owner.

Project Sponsor

The full name of the project's Sponsor.

Project SponsorId

The username of the project's Sponsor.

Project Description

The detailed description of the project.

GanttOrder

Numbers used to specify the nested ordering of the schedule items. For example: 1 / 2 / 3 for a Tier 1 entry, 1.1 / 2.1 / 3.1 for a Tier 2 entry, 1.1.1 / 2.1.1 / 3.1.1 for a Tier 3 entry, and so on. The project top line is returned as GanttOrder 0.

ShortId

Fluid's short Id for the schedule task.

Title

The title of the schedule task. On the project top line, this is the project name.

Description

The detailed description of the schedule task.

Type

The schedule task type: Action, Deliverable, Milestone, Phase or Workstream. The project top line is returned with Type Project.

Sub Type

The subtype of the schedule task, where one has been set.

Status

The status of the schedule task: Not Started, In Progress or Completed. On the project top line, this reflects the project's own status.

AssignedToNames

The full names of the assignees.

Assignees

The usernames of the assignees.

FlexHours

The Flex hours allocated to the schedule task.

FlexBooked

The Flex hours booked against the schedule task.

Promoted

The schedule task Promotion Level flag value: L1, L2, L3, L4 or L5

Priority

The priority of the schedule task: High, Medium or Low.

PercentComplete

% complete of the schedule task (any numerical entry between 0 and 100). On the project top line, this is the project's overall % complete.

AutoCalculate

Indicates whether the schedule task duration is calculated from its sub-tasks.

StartDate

The start date of the schedule task. On the project top line, this is the project start date.

EndDate

The end date of the schedule task. On the project top line, this is the project end date.

Effort

The effort in days of the schedule task. On the project top line, this is the project's rolled up hours.

BaselineStartDate

The initial baselined schedule task start date. On the project top line, this is the project's baseline start date.

BaselineEndDate

The initial baselined schedule task end date. On the project top line, this is the project's baseline end date.

BaselineHours

The initial baselined effort, in hours, of the schedule task.

RAGStatus

The RAG status of the schedule task.

Strapline

The RAG status strapline.

StatusDate

The date of the RAG status entry.

Predecessors

The list of tasks that precede this task and therefore control its start and end dates.

Constraint

The scheduling constraint applied to the task, where one has been set (for example, Must Start On).

ConstraintDate

The date tied to the task's scheduling constraint, where one has been set.

Calendar

The calendar assigned to the schedule task.

Id

Fluid unique ID for the schedule task.

Guid

Fluid GUID for the schedule task.

AY onwards

Custom properties, starting from column AY. Schedule task custom properties are prefixed with a single underscore (for example _Task owner, _Actual Work). Project custom properties are identified by the word "project" in the column name, prefixed with _project_ (for example _project_Brand). Task and project custom properties can appear interspersed with one another in this section, in no fixed grouping order.

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