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Procore

Export Company Cost Codes

Objective

To export a copy of your company's cost codes to the CSV file format from the Company level Admin tool.

Background

You can export a list of your Company level cost codes using the Steps below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Company level Admin tool.
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document Format (PDF)
  • Limitations:
    • The CSV and PDF file downloads are NOT compatible with Procore's import cost code process.

Steps

  1. Navigate to the company's Admin tool to view the Company Settings page. 
  2. Under 'Project Settings', click Cost Codes
  3. From the Export menu, choose CSV or PDF file type to download to your computer.

See Also