Export a Purchase Order or Subcontract to DOCX or PDF
Objective
To export an individual purchase order or subcontract using the Export menu in the project's Commitments tool.
Background
You can export a commitment to the DOCX or PDF file format. This is useful when you want to to print out a paper copy of your purchase order or subcontract either to review or to obtain a wet signature.
Things to Consider
- Required User Permissions:
- To export any purchase order or subcontract with its Schedule of Values:
- 'Admin' level permissions or higher on the project's Commitments tool.
OR - 'Standard' level permissions on the project's Commitments tool and you must be added to the 'Privacy' drop-down list and the 'Allow Users to see SOV Items' check box must be enabled on the purchase order or subcontract.
- 'Admin' level permissions or higher on the project's Commitments tool.
- To export any purchase order or subcontract with its Schedule of Values:
- Supported File Formats:
- Microsoft Word Open XML Document (DOCX)
- Portable Document File (PDF)
- Additional Information:
- If you want to export a list of purchase orders and subcontracts from the project's Commitments tool, see Export Commitments.
Prerequisites
Steps
- Navigate to the project's Commitments tool.
- Locate the purchase order or subcontract that you want to export in one of these tabs:
Beta Contracts- Recycle Bin
- Click View next to the purchase order or subcontract that you want to export.
- In the top-right corner, choose one of these options:
- Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer.
- Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location.