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Export Direct Costs to CSV or PDF

Objective

To export a project's direct costs to a Comma Separated Values (CSV) or Portable Document File (PDF) format. 

Background

You can export a list of the direct costs on a project using the options in the Export menu. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions and higher on the project's Direct Costs tool.

Prerequisites

Steps

  1. Navigate to the project's Direct Costs tool.
  2. Click the tab that you want to use for your export file. See Switch Between Views with the Direct Costs Tabs.
  3. Narrow the number of items in view by applying filters. See Search for and Apply Filters to Direct Costs.
  4. Choose one of these options from the drop-down menu. 
    1. Export > CSV
    2. Export > PDF

 

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