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List of Project Deals

The project deal records can be found in the main menu under Projects. If Projects does not appear in your menu, you likely do not have this module enabled in Global Settings → Projects or you do not have the appropriate permissions to use this module in Users and Groups → Users → specific user → Permissions tab → Projects.

The list of registered project deals can be found at Projects → Project Deals. The window header displays the number of project deals shown out of the total number; it also includes controls for creating a project deal, searching using an advanced filter, and a button for exporting to XLSX. Below is a list of project deals sorted from newest to oldest, with details about each project deal displayed.

Use the “” icon to choose which columns appear in the list and their order.

Image: List of project deals

Export project deals

In the lower-left corner of the list of project deals, there is a Export XLS button, which you can use to export the list in XLSX format as a pivot table.

Image: Button for exporting project deals

Clicking this will open a new window where you can select the columns to export. If you want to export all columns, you don’t need to select them individually. Clicking the icon > will select all of them. The order of the columns in this list also determines their order in the export. If you want the columns in their default order, click the icon   and the columns will be sorted.

Figure: Selecting columns for exporting project deals

After selecting the columns, create an export using the Export button located in the lower-left corner of the window. Selecting the Cancel option will return you to the list of project deals without creating an export.

Image: XLSX report on project deals