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(Beta) Export a Funding List

 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?


To export a funding list to the CSV for PDF file format.


After you create one (1) or more fundings on a Procore project, you can export a fundings list using the options in the Export menu. 

Things to Consider

  • Required User Permissions:
    • To export a fundings list, 'Read Only' level permissions or higher on the project's Funding tool


  1. Navigate to the project's Funding tool.
  2. Click the Export drop-down menu, select one of these options:
    • CSV. Choose this option to download a CSV file to your web browser's download location.   
    • PDF. Choose this option to generate a PDF and open it in a new browser window. You can then click the Download or Print icon in the top-right corner of your browser window.