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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.
    This reveals the Company Settings page. 
  2. Under Project Settings,  click Cost Codes
  3. From the Export menu, choose one of these options:
    • CSV
    • PDF
      The system downloads a CSV or PDF file to your computer.

See Also

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