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Procore

(Beta) Export a Prime Contracts List

 

 In Beta
This page details content that is only available to Procore Project Financials users who opt-in to the Beta version release of the Project Financials: Modernized Experience for Prime Contracts release. 

Objective

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

Background

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

Things to Consider

  • Required User Permissions:
    • To export a prime contracts list, 'Read Only' level permissions or higher on the project's Prime Contracts Tool

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Click the Export drop-down menu, select one of these options:
    prime-contract-export-list.png
    • 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.