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Procore

(Beta) Export a Client Contracts List

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Main Contracts beta program. 
 Limited Release
flag-us.png flag-canada.png  The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To export a client contracts list to the CSV for PDF file format.

Background

After you create one (1) or more client contracts on a Procore project, you can export a list of those contracts using the options in the Export menu. 

Things to Consider

  • Required User Permissions:
    • To export a client contracts list, 'Read Only' level permissions or higher on the project's Client Contracts Tool

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Click the Export drop-down menu, select one of these options:
    prime-contract-export-list.png
    • CSV
      Choose this option to download a CSV file to your web browser's download location.   
    • PDF
      Choose this option to generate a PDF and open it in a new browser window. You can then click the Download or Print icon in the top-right corner of your browser window.