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Procore (en-GB)

Export a Contracts List to CSV or PDF

Objective

To export a list of purchase orders or subcontracts from the project's Commitments tool. 

Background

You can export a list of purchase orders and commitments using the options in the Export menu. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool
      OR
    • 'Read Only' or 'Standard' level permissions on the Commitments tool and you MUST be a designated member of the 'Privacy' drop-down list on the commitment. 
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document File (PDF)
  • Additional Information:

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the purchase order or subcontract that you want to export in one of these tabs:
    • Contracts
    • Recycle Bin
  3. Click the Export button and choose one of these options:
     Note
    This action exports any purchase orders or subcontracts listed on the tab. To narrow the number of items in the list, see Search for and Apply Filters to the Commitments Tool.

    • Export > CSV. Downloads a CSV copy of all the purchase orders and subcontracts in the list. 
    • Export > PDF. Generates a PDF copy of all the purchase orders and subcontracts in the list.  

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.