Export WBS Segments to CSV

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 to CSV from the Company level Admin tool:
    • 'Admin' level permissions on the Company level Admin tool. 
  • To export segments to CSV from the Project level Admin tool:
    • 'Admin' level permissions on the Project level Admin tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update Cost Codes' granular permission enabled on your permissions template. 
• Limitations:
  • Custom Segments are NOT supported with the ERP Integrations tool.

Prerequisites

• Add Segment Items

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

See Also

• Add Custom Segments
• Add Segment Items
• Add Segment Items to a Project