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Export the Transmittals Log to CSV

Objective

To export the transmittals log to CSV using the project's Transmittals tool. 

Things to Consider

  • Required User Permission:
    • 'Read-Only' level permission or higher on the Transmittals tool.

Steps

  1. Navigate to the project's Transmittals tool. 
  2. Click Export and select CSV.
    export1.png
    This exports the contents of the transmittals log to the CSV file format and includes the following columns of information:
    • (#) Number: Shows the transmittal number. 

    • Subject: A descriptive subject for the transmittal.

    • Actions(s) Requested: A list of any actions requested on the transmittal. 

    • Created Date: The date the transmittal was first created in the system. 

    • Sent Date: The date added to the 'Sent date' field under the 'Action As Noted' section of the transmittal.

    • To Company: The company (or companies) associated with the people on the transmittal. 

    • Attn: Shows the recipients (i.e., the 'To' and 'Cc' fields) on the transmittal. 

 

If you would like to learn more about Procore’s transmittals management software and how it can help your business, please visit our construction transmittal software product page here.