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Procore (en-CA)

Download Contract Documents in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To download contract documents from the Contract Room in Portfolio Financials.

Background

Relevant documents are added to the Contract Documents section of a contract. You can download these documents at any time from the Contract Room in Portfolio Financials. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract.

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.
  2. The Contract Room automatically opens to the Contract tab.
  3. Scroll to the Contract Documents section.
  4. Click the name of the document to download it to your computer. 

    contract-documents.png