Step 1: Access Projects
From the left-hand navigation menu select 'Projects'.
Step 2: Initiate Export
In the top right-hand corner, click on 'Actions'.
From the drop-down menu, select 'Export Projects'.
Step 3: Download the Exported File
The system will export an Excel document containing the project data.
Step 4: Understand the Contents of the Exported File
The exported Excel document will include:
Unique project ID generated by the system.
Project name.
Active Status (True or False).
Project code.
Company region and sector.
Address and postcode.
Bank holiday region.
Site count.
Support and finance email addresses.
Billing name and VAT number.
Account name, bank name, account number, and sort code.
UTR (Unique Taxpayer Reference).
Creation date, start date, and end date.
Step 5: Review Cost Codes
The exported file will also contain a separate sheet listing all cost codes allocated to the project.