At times, it may be useful to have a spreadsheet copy of your projects in admation. To find your list of projects, head to the Projects menu at the top of your screen. An Excel export is available from both the Detailed & List views.
Navigate to one of these views. You can then use filters to narrow down your list further. You may also click the buttons for Include Finalised and Include On Hold if you wish to include such projects. These buttons are found in the top right hand corner of your screen.
Once you are happy with your view, select the Export button in the top right hand corner of your chosen screen.
The resulting export will be labelled AdmationProjectList + your download date (YYYYMMDD). The fields in your spreadsheet will include:
- Project ID
- Agency Job #
- Advertiser (Organisation)
- Type (Project, Sub-Project or Deliverable)
- Project Name
- Sub-Project Name
- Deliverable Name
- Active/Finalised/On Hold Status
- Created Date
- Supply Date
- Live Date
- Task Assignees
- Latest WIP Note
You may continue to use Excel to further sort and report on your projects outside of the system!