Configure Grouping for Data Extracts

Background 

In the Data Extracts tool, you can configure the grouping of data for various Procore tools when creating and editing extracts. This enables you to categorize the data into sub-folders within the extract based on your selected grouping options. For example, you may want to group all your inspection items by location.

Things to Consider

• Required User Permissions
• Additional Information: 
  • If an item does not have a grouping option (e.g., you select 'Location' as the grouping option for the Inspections tool, but an Inspection item has a blank location field), that item will be included in a folder labeled 'Ungrouped' within your extract.
  • Grouping options are not available for the following Procore tools:
    • Change Events
    • Change Orders
    • Directory
    • Models
    • Prime Contracts

Manage Grouping

You can group data by clicking the Group By button in the project level Data Extracts tool. 

1. In the Procore tool, click the Group By button to see the available grouping options for a Procore tool.
2. You can apply one or more grouping options to your tool's data.
   The data is grouped based on the grouping options, and the grouped data is only visible in the extracted file.