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Procore (en-GB)

Export Direct Costs to CSV or PDF

Objective

To export a project's direct costs to a Comma Separated Values (CSV) or Portable Document File (PDF) format. 

Things to Consider

  • Required User Permission:
    • 'Read-Only' and above on the project's Direct Costs tool.

Steps

  1. Navigate to the project's Direct Costs tool.
  2. Click the tab that you want to use for your export file. See Switch Between Views with the Direct Costs Tabs.
  3. Narrow the number of items in view by applying filters. See Search for and Apply Filters to Direct Costs.
  4. Choose one of these options from the drop-down menu. 
    1. Export > CSV
    2. Export > PDF

See Also