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Procore

Export the Instructions List

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Objective

To export a project's instructions list to the CSV or PDF format. 

Things to Consider

  • Required User Permission:
    • To export a list of instructions not marked Private, 'Read-Only' level permission or higher on the project's Instructions tool.
    • To export a list of all instructions (i.e., Private and Not Private), 'Admin' level permission on the project's Instructions tool. 
  • Additional Information:
    • The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 

Steps

  1. Navigate to the project's Instructions tool. 
    This reveals the Instructions page.
  2. Click the List view.
  3. Choose one of these options:
    1. Click Export > CSV. 
      OR
    2. Click Export > PDF.
      export-instructions.png 
      This exports the contents of the instructions log to CSV or PDF file format.  

See Also