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When your business needs change or when you are acquired, you may find that you want to discontinue use of Projector. We are sad to see you go, but happy to assist you in extracting your data from our system. Below you will find some paths that organizations find have worked best. |
Microsoft SQL
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Backup
You can ask us to produce a MS SQL Backup file. This backup file contains all of your Projector data as well as files like expense receipts, invoices posted to workspaces, issue documents, workspace documents, and resumes. The SQL backup can be restored to a SQL Server database and data may then be extracted by a knowledgeable SQL user. The files are made temporarily available on a secure website, and then removed once you have them. The backup will be as of the previous weekend. For example, a backup made today would contain data through last weekend. If you have terminated your instance of Projector then the backup contains data through the day you stopped using our service. There is a one-time charge for each data extract produced. Your sales representative can explain the costs.
Reports
You can run Projector reports (for free!) and . The following are typical reports you would run. Depending on the size of your organization and how long you have been a Projector client, you may need to export the data in anywhere from six month to two year intervals to avoid running up against size limits in reports. We recommend CSV files as they are the most compact export form and are generally well supported for import into other systems.
- Client Report
- Project Listing Report
- Project Role Report
- Resource Listing Report
- User Listing Report
- Time Card Report
- Cost Card Report
- Invoicing Invoice Listing Report
- Accounting Transactions Analysis Report
Document Archives
You'll want to do this in addition to the approaches above. Document archives allow you to extract files that you have uploaded to Projector like
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Extract the physical files associated with your installation, like receipts on expenses, with document archives.
Invoices
You can bulk save your invoices. See How do I print or save many invoices at once?