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Procore

Configure Settings for Procore Tools in Data Extracts

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Background 

In the Data Extracts 2.0 tool, you can configure the settings of various Procore tools when creating and editing extracts. 

Things to Consider 

  • Required User Permissions
  • Additional Information:
    • No settings are available for the Directory, Documents, Photos, Variations and Models tools.
    • Attachments associated with the Variations tool's items are included in the extract by default.
    • All data for the Models tool is included in the extract by default.

Configure Settings

You can configure the settings of various Procore tools to specify the exact content you want to include in your extract.

Procore Tools Settings Steps

Action Plans

Attachments

Select one of these options:

  • Cover Sheet only (Exclude attachments): Select to include only the cover sheet associated with action plan items in the extract.
  • Include attachments as separate files in an Action Plan's folder: Select to include attachments associated with action plan items as separate files in the extract.
  • Merge attachments and records with the Cover Sheet in a single PDF: Select to merge attachments, records and cover sheet associated with action plan items into a single PDF in the extract.

Note: Attachments associated with action plan items are included as separate files by default. 

Tendering

Change Events

Correspondence

Emails

Forms

Incidents

Inspections

Meetings

Main Contract Payment applications

Main Contracts

Snag List

Purchase Orders

Subcontractor Payment Applications

Subcontracts

 Include Attachments

Unmark this tickbox if you do not want to include attachments associated with items in the extract.

Note: By default, this tickbox is selected. 

 

 

 

 

 

 

 

 

 

 

 

 

Site Diary

Log Status

Select the status of logs to be included in the extract. 

Note: 'Approved' and 'Rejected' statuses are included by default. You can remove them if required.
Log Type

Select the type of logs to be included in the extract. 

Note: All log types are included by default. You can remove them if required.
Exclude Empty Days

Unmark this tickbox to include days when the site diaries are not completed.

Note: By default, this tickbox is selected. 
Include Attachments

Unmark this tickbox to exclude attachments associated with site diary items in the extract.

Note: By default, this tickbox is selected.
Month & Year

Use the < and > buttons to navigate to the required month and year.

Note: By default, the current month and year are selected. 
Today Click Today to view the site diaries starting from today onwards.

 

 

 

Drawings

Submittals

Include Attachments

Unmark this tickbox to exclude attachments associated with items in the extract.

Note: By default, this tickbox is selected.

Revision

Select one of these options:

  • Include All: Select to include all items in the extract.
  • Include only Current: Select to include only the current revision of items in the extract.
    Note: Only the current revision of items is included by default.

 

 

 

Observations

Include Attachments

Unmark this tickbox to exclude attachments associated with Observation items in the extract.

Note: By default, this tickbox is selected.
Include Linked Drawings

Mark this tickbox to include drawings linked with Observation items in the extract.

Note: Linked drawings are not included by default.

 

 

 

RFI

Include Attachments

Unmark this tickbox to exclude attachments associated with RFI items in the extract.

Note: By default, this tickbox is selected.
Include Official Response Only

Unmark this tickbox to include RFIs regardless of whether they have an official response in the extract.

Note: By default, this tickbox is selected.
Specifications

Revision

Select one of these options:

  • Include All: Select to include all specifications in the extract.
  • Include only Current: Select to include only the current revision of specifications in the extract.
    Note: Only the current revision of specifications is included by default.