(Beta) Export a Funding List
Objective
To export a funding list to the CSV for PDF file format.
Background
After you create one (1) or more fundings on a Procore project, you can export a fundings list using the options in the Export menu.
Things to Consider
- Required User Permissions:
- To export a fundings list, 'Read Only' level permissions or higher on the project's Funding tool
Prerequisites
Steps
- Navigate to the project's Funding 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.