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Procore

Export the Tender Board List View

Objective

To export your company's Tender Board in Procore.

Things to Consider

  • Required User Permissions
    • 'Read Only' level permissions or higher to the Company level Tender Board tool.

Steps

  1. Navigate to the Tender Board tool in Procore.
  2. Click the vertical ellipsis icon at the top of the page.
    bid-board-export-ellipsis.png
     
  3. Click Export Project List to Excel.
    An .xls file automatically downloads to your computer.