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Procore

(Beta) Export Fundings

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To export a funding from a project's Fundings tool. 

Background

You can export a single funding at any time. Reasons you might want to export a single funding include:

  • You are working on a 'Draft' version of a funding and need to share a copy of it in its current state with a person who does not have access to Procore. 
  • You want to review the contract as it would look when it is printed out. 
  • You have 'Approved' the contract and you want to collect digital signatures from the contracting parties using a PDF and a third-party signature program. 
  • You want to print a copy of the 'Approved' contract because you will be collecting wet signatures from the contracting parties. 

Things to Consider

  • Required User Permissions:
    • To export a single funding to the CSV or PDF file format 'Admin' level permissions to the project's Fundings tool. 
    • To export a list of fundings that you have permissions to see, 'Read Only' or 'Standard' level permissions on the project's Fundings tool. 
  • Additional Information:
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document Format (PDF)

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the funding that you want to export. Then click its Number link. 
  3. From the Export drop-down list, select one (1) of these options:
    • Funding PDF. Procore exports the file to the PDF file format and opens the file in a new browser tab. You can hover your mouse cursor over the contract and click the Download icon.
    • Funding DOCX. Procore downloads a DOCX copy of the funding to your browser's download location. This option is only available to users with 'Admin' level permissions on the project's Fundings tool. 
 Tip

Want to save a copy of the executed funding in Procore?  After you export an 'Approved' contract to PDF and it has been signed by all authorised parties, you can add a digital copy of the file to the project's Documents tool. You can also add the signed file from the Documents tool as a file attachment on the funding.