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Navigation: Modules > Exact Online

Projects

Downloads a selection or all of your Exact Online projects as an Excel workbook from one or more Exact Online companies.

Parameters

The following parameters can be specified:

Exact Online company division code to be downloaded. When empty, all accessible Exact Online companies will be downloaded.

Project code; when specified only include the project with this code.

Classification; when specified only include projects with this classification.

Campaigns; only when checked projects of type 'Campaign' will be included.

Fixed price; only when checked projects of type 'Fixed price' will be included.

Time & Material; only when checked projects of type 'Time & Material' will be included.

Non-billable; only when checked projects of type 'Non-billable' will be included.

Prepaid; only when checked projects of type 'Prepaid' will be included.

Historic; only when checked projects which ended in the past will be included.

Active; only when checked projects will be included with a start date before now and an end date in the future.

Future; only when checked projects will be included with a start date in the future.

Excel Output Format

The Excel workbook has three worksheets:

Number of companies selected.

Parameters and their values.

Project, including financial information.