Table of Contents
The Project Archive tool enables you to compile, customize, and export project data from multiple Procore tools to streamline project management for critical processes such as project closeout, billing, compliance, and more.
Save time and effort spent manually collecting, filtering, and formatting data.
Flexible filtering and grouping options to customize archives based on your requirements.
Quickly create professional and easily shareable documentation.
Get email notifications when the archive is complete and ready for download.
Learn which user permissions are required to take the described actions in this tool.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
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Action |
None |
Read Only |
Standard |
Admin |
Notes |
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View a Project Archive |
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Users with 'Admin' level permissions to the Project level Directory tool can view archives created by other users across projects. |
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Create a Project Archive |
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Edit a Project Archive |
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Users with 'Admin' level permissions to the Project level Directory tool can edit archives created by other users across projects. |
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Copy a Project Archive |
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Users with 'Admin' level permissions to the Project level Directory tool can copy archives created by other users across projects. |
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Download a Project Archive |
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Users with 'Admin' level permissions to the Project level Directory tool can download archives created by other users across projects. |
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Delete a Project Archive |
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View, Filter, and Group the Change History of Project Archives |
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Users must have 'Read Only' level permissions or higher on the Project level Procore tools from which they want to export data. See Which Procore tools can I export project data from using the Project Archive tool?
You can only extract data from the Project level Procore tools for which you have access. For example, if you do not have access to private items in the Submittals tool, you will be unable to extract data for those items.
Below are the notable changes to Project Archive.
Procore has introduced several enhancements to the Project Archive tool, making it easier to create, manage, navigate, and audit archives. Users with ‘Admin’ level permissions to the Project level ‘Directory’ tool can view, edit, copy, or download archives created by other users within projects. You can search for items in Procore tools while creating or editing archives, select recently used tools during the archive creation process, and filter or group the change history of an archive. The Table of Contents in the extracted archives feature improved visual hierarchy and indentation, grouping related entries under their respective sections. See Project Archive. Additionally, Windows users can automatically restore truncated file and folder names in extracted archives using a CSV path-mapping file and a PowerShell script. See Restore Full Folder and File Names for Project Archives on Windows.
Procore introduced Project Archive (formerly Data Extracts 2.0), a fully integrated tool that enables users to efficiently extract PDFs and documents from multiple Procore tools for project closeout, billing, and compliance. Project Archive provides a centralized, flexible, and user-friendly experience for compiling and exporting project data, eliminating the need for manual exports or the desktop app. For more details, see Project Archive.
Data Extracts 2.0, a specialized tool for extracting project data, is now in Open Beta. This tool enables users to compile, organize, and export data from multiple project level Procore tools, including Action Plans, Bidding, and more, to streamline project management. To learn more, see Data Extracts 2.0.