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Export an Owner Progress Claim (Legacy)

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 Legacy Content
This page details the legacy owner progress claim experience. A modernised experience is also available. 

Objective

To export an owner progress claim to one of the supported file formats.

Background

You can export an owner progress claim to the CSV or PDF file format. You also have the option to download the progress claim and any attachments to a PDF file. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level Head Contracts tool. 
  • Supported File Formats:
    • CSV
    • PDF
    • PDF with Attachments
  • Limitations:
    • The 'PDF with Attachments' option is not available when using Procore with DocuSign©.

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Locate the contract to open.
     Tip
    How to find a contract? Use the Search and Select a Column to Group features to quickly find the contract. 
  3. Click the appropriate Number link to open the contract. 
  4. Click the Progress Claims tab. 
  5. Locate the progress claim to open in the Progress Claims (Payment Applications) tab. 
  6. Click the Progress Claim # link to open it. 
  7. In the progress claim, click the Export button and choose one of these options from the drop-down menu:
    • PDF
      If you chose this option, Procore exports the data to the PDF file format and downloads it to your computer. 
    • PDF with Attachments
      If you choose this option, mark the checkboxes that you want to apply under 'Select, Order and Download Files'. This option is NOT available when using the Procore + DocuSign© integration. 

      legacy-export-pdf-with-attachments.png

      Then click one of these buttons:
      • .ZIP. Click this button to download the PDF to a ZIP file. 
      • Single PDF. Click this button to export the single PDF. Procore emails the PDF file to your user account's email address.
         Note
        Attachments must be in the PDF file format to be included in the Single PDF. If users have added attachments in other file formats (such as DOC, JPG, PNG and so on), Procore will exclude them from the Single PDF output. 
    • CSV
      If you choose this option, Procore exports the data to the CSV file format and downloads it to your computer.