Skip to main content
Procore

(Beta) Export a Head Contracts List

Skip to main content
Procore

(Beta) Export a Head Contracts List

 In Beta
This content is for participants in the Project Financials: Modernized Experience for Prime Contracts beta program. 

Objective

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

Background

After you create one (1) or more head contracts on a Procore project, you can export a list of those contracts using the options in the Export menu. 

Things to Consider

  • Required User Permissions:
    • To export a head contracts list, 'Read Only' level permissions or higher on the project's Head Contracts Tool

Steps

  1. Navigate to the project's Head Contracts 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. 

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.