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Procore (en-CA)

Export Commitments to CSV or PDF

Objective

To export a list of purchase orders or subcontracts from the Commitments tool. 

Background

You can export a list of purchaes orders and commitments using the options in the Export menu on the Summary, Detailed and Recycle Bin tab. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool
      OR
    • 'Read-Only' or 'Standard' on the Commitments tool and you MUST be a designated member of the 'Privacy' drop-down list on the commitment. 
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document File (PDF)
  • Additional Information:

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the purchase order or subcontract that you want to export in one of these tabs:
    • Summary
    • Detailed.
    • Recycle Bin
  3. Click the Export button and choose one of these options:
    Note: This action exports any purchase orders or subcontracts listed on the tab. To narrow the number of items in the list, see Search for and Apply Filters to Commitments.
    • Export > CSV. Downloads a CSV copy of all the purchase orders and subcontracts in the list. 
    • Export > PDF. Generates a PDF copy of all the purchase orders and subcontracts in the list.