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(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. 

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.