To export a copy of your company's cost codes to the CSV file format from the Company level Admin tool.
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)
- The CSV and PDF file downloads are NOT compatible with Procore's import cost code process.
- Navigate to the company's Admin tool.
This reveals the Company Settings page.
- Under Project Settings, click Cost Codes.
- From the Export menu, choose one of these options:
The system downloads a CSV or PDF file to your computer.