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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. 
  • 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.

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the purchase order or subcontract that you want to export in one of these tabs:
    • Summary
    • Detailed.
    • Recycle Bin
  3. Click View next to the purchase order or subcontract that you want to export. 
  4. 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. 
      export-commitment.png

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.