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File Extraction with More Filtering Options

File extract complete with all essential info to be used for data transformation, can be filtered to a desired date range, client or project

Status: Completed2 comments

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Comments2

  • Hannah Pham

    Team•

    Jul 24, 2024

    Hi Jamie,

    We're excited to let you know that we're already working on this for CorePlan 2.0, which will have much better filtering options for all the tables. If there's specific information you're looking to filter, let us know so we can take it into account. Stay tuned—it's coming soon, and we can't wait for you to see it!

    • Jamie

      •

      Aug 7, 2024

      Hey Hannah, just a master file that contains everything would be great. This will include categories & sub categories, cost, etc. For now, we are toggling between multiple files and looking up plod data which can be confusing especially if working with a lot of projects.