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Procore

Export a Project Program

Objective

To export a copy of the project's Program.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher permissions on the project's Program tool. 

Steps

The following exports are available for the project's Program tool:

Export a Project Program to PDF
  1. Navigate to the project's Program tool. 
  2. Navigate to the view you want to export the program from.
    Note: When on the Gantt view, the program can only be exported to CSV.
  3. Click Export.
  4. Click PDF.
    Note: This downloads a PDF file to your computer's default download location. 
Export the Gantt view to PDF
  1. Navigate to the project's Program tool.
  2. Click Gantt to navigate to the Gantt view.
  3. Click Export.
  4. Hover over PDF and select the size you want to export: LetterTabloid, or A3
    Note: The Gantt PDF will respect the filters and date range set on the program. The export will also scale automatically depending on the selected date range and current zoom level.
Export the Gantt View to CSV
  1. Navigate to the project's Program tool. 
  2. Click Gantt to navigate to the Gantt view.
  3. Click Export.
  4. Click CSV.

Note: This downloads a CSV file to your computer's default download location. 

Export a lookAHEAD Program to PDF
  1. Navigate to the project's Program tool. 
  2. Click Lookaheads to navigate to the Lookaheads view.
  3. Click the Export icon.
    export-lookahead-pdf.png
    Note: A PDF file will open in a new window. Users can download the PDF and save it  to their local machine. The PDF will be 8.5 x 11 in landscape and will reflect the view on your screen at export including filters and column configurations