Skip to main content
Procore

Export a Funding List

  1. Last updated
  2. Save as PDF

 

 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To export a fundings list to the CSV for PDF file format.

Background

After you create one (1) or more fundings, you can export a list of those contracts using the Export menu on the Funding tool's main page. 

Things to Consider

  • Required User Permissions:
    • To export a fundings list, 'Read Only' level permissions or higher on the project's Funding Tool

Steps

  1. Navigate to the project's Funding tool.
  2. Click the Export drop-down menu, select one of these options:
    prime-contract-export-list.png
    • 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. 

See Also