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Export a Contract in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To export a contract from the Contract Room in Portfolio Financials to a PDF, DOCX, or XML file.

Background

While you can view a contract in the Contract tab of Portfolio Financials, you can also export a copy of it to a PDF, DOCX, or XML file for your records. 

Things to Consider

  • Required User Permissions:
    • 'Vendor' access to the project or higher.
      Note: Users can only export a contract that they have access to. 

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. The Contract Room automatically opens to the Contract tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon.
  4. Select one of the options below to specify which file type you want to export the contract to:
    • Contract PDF
    • Contract Docx
    • Contract XML