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Export a List of Projects from the Company Portfolio

Objective

To export a list of projects from the company's Portfolio tool. 

Background

If you have been granted 'Read-only' level permission or higher to your company's Portfolio tool, you can export a list of the Active or Inactive projects to which you have been granted access. If you are a user with 'Admin' level permission to the Portfolio tool, you can export a list of all the active or inactive projects in your company's Procore account. Before exporting a list of projects, you can also apply a wide variety of filters to the Portfolio tool, which narrows the scope of the project list. 

Things to Consider

  • Required User Permission:
    • To download a list of active projects to which you have been granted access permission, 'Read Only' or 'Standard' level permission on the company's Portfolio tool.
    • To download a full list of the active projects in your company's Procore account, 'Admin' level permission on the company's Portfolio tool. 
  • Supported Export File Formats:
    • Portable Document Format (PDF)
    • Comma Separated Values (CSV)
  • Additional Information:
    • Procore exports the file in the format specified to the default download location for your web browser. To adjust the download location for your web browser, see your browser's Help file. 

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears.
    Notes:
  2. In the Add Filters drop-down list, apply any desired filters. See Add Filters to the Portfolio Views.
    To learn how to apply filters to the company's Portfolio tool, see Filter the Projects List in the Portfolio Tool.  
  3. Click Export and choose one of these options from the drop-down list:


     
    • PDF. Exports a PDF copy of the list. 
      OR
    • CSV. Exports a CSV copy of the list. 
      The system exports the specified file to the download location specified for your web browser. To adjust the download location for your web browser, see the your web browser's Help file. 
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Last modified
11:52, 4 Aug 2017

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