In BetaThis page details content that is only available to Procore Project Financials users who opt-in to the Beta version release of the Project Financials: Modernized Experience for Prime Contracts release.
To export a prime contracts list to the CSV for PDF file format.
After you create one (1) or more prime contracts on a Procore project, you can export a list of those contracts using the options in the Export menu.
Things to Consider
- Required User Permissions:
- To export a prime contracts list, 'Read Only' level permissions or higher on the project's Prime Contracts Tool
- Navigate to the project's Prime Contracts tool.
- Click the Export drop-down menu, select one of these options:
- CSV. Choose this option to download a CSV file to your web browser's download location.
- PDF. Choose this option to generate a PDF and open it in a new browser window. You can then click the Download or Print icon in the top-right corner of your browser window.