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Procore Support (en-au)

Export a Purchase Order or Subcontract to DOCX or PDF

Objective

To export an individual purchase order or subcontract using the Export menu in the project's Commitments tool. 

Background

You can export an individual purchase order or subcontract to the DOCX or PDF file format. This is useful when you want to print out a paper copy of your purchase order or subcontract either to review or to obtain a wet signature

Things to Consider

  • Required User Permissions:
    • To export any purchase order or subcontract with its Program of Values:
      • 'Admin' level permissions or higher on the project's Commitments tool. 
        OR
      • 'Standard' level permissions on the project's Commitments tool and you must be added to the 'Privacy' drop-down list and the 'Allow Users to see SOV Items' check box must be enabled on the purchase order or subcontract. 
  • Supported File Formats:
    • Depending on the tab that has your system's focus, the following file formats are available:
      • Comma Separated Values (CSV)
      • Microsoft Word Open XML Document (DOCX)
      • Portable Document File (PDF)
    • Additional Information:
      • To export a list of purchase orders and subcontracts from the project's Commitments tool, see Export Commitments.

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:
    • Contracts
    • Recycle Bin
  3. Click Contract link to open the purchase order or subcontract to export. The choose one of these options:

From the General Tab

The options in the General tab are also available in the Subcontractor SOV, Progress Claims, Payments Issued, Related Items, Emails, Change History and Advanced Settings tabs. 

  1. Click the General tab.
  2. In the top-right corner, choose one of these options:
    • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. This PDF displays the budget code. 
    • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
      export-commitment.png

From the Program of Values Tab

  1. Click the Program of Values tab. 
  2. In the top-right corner, choose one of these options:
    • To export the select contract:
      • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. This PDF displays the budget code. 
      • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
    • To export contract line items:
      • Export > CSV. Downloads a CSV copy of the contract's line items. 

From the Variations Tab

  1. Click the Variations tab. 
  2. In the top-right corner, choose one of these options:
    • To export the selected contract:
      • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. This PDF displays the budget code. 
      • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
    • To export a variation register:
      • Export > PDF. Downloads a CSV copy of the variation register. 

From the RFQs Tab

  1. Click the RFQs tab. 
  2. In the top-right corner, choose one of these options:
    • To export the selected contract:
      • Export > PDF. Generates a PDF copy of the commitment and opens it in a separate browser window. You can then save the PDF to your web browser's Download location or send the document to a printer. This PDF displays the budget code. 
      • Export > DOCX. Downloads a DOCX copy of the commitment to your web browser's specified download location. 
    • To export an RFQ register:
      • Export > PDF. Downloads a CSV copy of the RFQ register. 

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.
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