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(Beta) Export Fundings

 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 from a project's Fundings tool. 


You can export a single funding at any time. Reasons you might want to export a single funding include:

  • You are working on a 'Draft' version of a funding and need to share a copy of it in its current state with a person who does not have access to Procore. 
  • You want to review the contract as it would look when it is printed out. 
  • You have 'Approved' the contract and you want to collect digital signatures from the contracting parties using a PDF and a third-party signature program. 
  • You want to print a copy of the 'Approved' contract because you will be collecting wet signatures from the contracting parties. 

Things to Consider

  • Required User Permissions:
    • To export a single funding to the CSV or PDF file format 'Admin' level permissions to the project's Fundings tool. 
    • To export a list of fundings that you have permissions to see, 'Read Only' or 'Standard' level permissions on the project's Fundings tool. 
  • Additional Information:
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document Format (PDF)


  1. Navigate to the project's Funding tool.
  2. Locate the funding that you want to export. Then click its Number link. 
  3. From the Export drop-down list, select one (1) of these options:
    • Funding PDF. Procore exports the file to the PDF file format and opens the file in a new browser tab. You can hover your mouse cursor over the contract and click the Download icon.
    • Funding DOCX. Procore downloads a DOCX copy of the funding to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Fundings tool. 

Want to save a copy of the executed funding in Procore?  After you export an 'Approved' contract to PDF and it has been signed by all authorized parties, you can add a digital copy of the file to the project's Documents tool. You can also add the signed file from the Documents tool as a file attachment on the funding.