Knowledgebase : Projetex > Export and Import
It is possible to import data from .XLS(X), .DBF, .TXT, .CSV, .XML formats into the Projetex 3D Database. We have created a special Import Utility for this. It is supplied with the standard setup. You can find the Import Utility in C:Program FilesAITPro...
Please follow these steps to create an overview for suppliers for the specified period: 1. Switch to the Freelancer > PO's page. 2. In the Status drop-down list select No Invoice Received. 3. Using the Global Date Filter specify the necessary time in...
Any information can be exported from Projetex to the XLS file format and thereafter exported from an XLS file to Quickbooks. To export information from Projetex to MS Excel, please click the Export button in the top-right corner of the screen. Quickbooks ...
Your invoices can look a little different when you print them and use different file formats. To obtain the required layout in your invoice document, you can use one of the following solutions: 1. Try to select a different file format. If you get a co...
To export your client's contacts list, please do the following: 1. Go to the Client section. 2. Switch to the Contacts tab. 3. Click the Export button near the top-left corner of the screen. 4. Select a required file format. 5. Click the OK butt...
We have developed a special query which will allow you to extract all your contacts for each of your clients. You can find this query below. To Load and use the query, please do the following: 1. Launch the Projetex Server Administrator. 2. Go to Corp...
Please do the following: 1. Go to the Client Jobs section. 2. Select the filter option Invoiced = No. 3. Click the Export button in the upper-left corner of the window (or press Ctrl+E). 4. Select the required export format and the location for th...
PROJETEX 7.0 reports are based on FIB QUERIES. To adjust your reports for PROJETEX 10, please replace all FIB QUERIES with CDS QUERIES and add a CDSMIDASCONNECTION element into your DATA section. Note: Projetex 10 is no longer available for purchase. Co...
This information can be extracted using CUSTOM QUERIES. You can find the required query code below. This query shows a list of freelancers which are in freelance teams for your projects. To run the query, please go to PROJETEX SERVER ADMINISTRATOR > CORPO...
We have prepared a query which will extract client information from the Projetex database. Please copy the code to the clipboard, then open the Projetex Server Administrator, proceed to the "Corporate Settings" - "Queries" tab, click "New" and paste the...
Q: I get an error when exporting my report to MS Excel. The operation works fine in RTF. Here is the error message: Error while opening Excel Class not registered ClassID: 00024500-0000-0000-c000-00000000046 A: Please repair your Office installation a...
Please make sure that the server address is indicated as "P3D, 212". On the server side, please make sure that the ODBC password is strictly alphanumeric (consisting of letters andor numbers only).
Problem: When saving an invoice (or another document) as a file, the dropdown list in Save As dialogue only shows .rtf and .pdf options. Neither .doc mor .docx are displayed. Solution: Translation Office 3000 and Projetex use some parts of the MS Wo...