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Procore

Export Segments to CSV

 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Work Breakdown Structure (WBS) Beta Program. The content on this page is for informational purposes only. All information and content on this page is subject to change without any prior notice. 

Objective

To export a segment and its segments items to the Comma Separated Values (CSV) file format. 

Background

You can export a segment and all of its segment items at any time. 

Things to Consider

  • Required User Permissions:
    • To export segments at the company level, 'Admin' level permissions on the Company level Admin tool. 
    • To export segments at the project level, 'Admin' level permissions on the Project level Admin tool. 
  • For companies using the erp3 (1).png ERP Integrations tool: Show/Hide  
    • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

Steps

  1. Navigate to the Company or Project level Admin tool. 
  2. In the 'Segments' table, click the segment to work with. 
  3. At the top of the page, click the Export as CSV link. 

    wbs-export-as-csv.png

    Procore exports the parent segment and all of its children. 
Example

This example shows you a CSV export file of a flat segment, when opened in Microsoft Excel. 
 

wbs-csv-flat-segment-export.png
 

This example shows you a CSV export file a tiered segment, when opened in Microsoft Excel. 

wbs-tiered-segment-export-file.png