About the Data Extracts 2.0 Tool

Background

The data table in the project level Data Extracts 2.0 tool lists all of your project's extracts. It also provides you with:

• Control over the data table's column configurations. Optimize the tool's workspace by changing the width of the table's columns. You can also easily show and hide the columns of your choice, automatically size one or all columns, and pin columns to keep them in place on your page.

• Powerful filtering capabilities to analyze your data. Apply filters to improve your ability to analyze your data. When applying a filter, Procore shows only the extracts that meet your criteria and hides the ones that don't. You can then download your extract with the filters you've applied.

• Streamlined viewing and navigation experience. A clean table layout provides you with the best possible viewing and navigation experience, so you don't have to spend your time jumping around to look at data.

Things to Consider

• Required User Permissions

Features

The table below summarizes all of the tasks that you can perform with the features in the project level Data Extracts 2.0 tool.

1. Navigate to the project level Project Archive tool.

2. Locate the desired archive in the list.

3. Click the hyperlinked name of the archive.

   NOTE

   You can only edit extracts with the 'Draft' status.

4. Configure the following:

   • Name. Click the pencil icon to edit the name of the archive, and then click Save.

   • Settings. Click the gear icon to select any one of the following options, and then click Save.

     • Mark the Include Table of Contents checkbox to include a table of contents in the archive.

     • Unmark the Include Table of Contents checkbox to not include a table of contents in the archive.

   • Select Tools. Select one or more project level Procore tools.

     Note: To view tools, you must have 'Admin' level permissions or higher for the relevant tool.

5. Click Save.

6. Follow the relevant steps in Create a Project Archive for each of the selected tools.

1. Navigate to the project level Data Extracts tool.

2. Locate the desired extract in the list.

3. Click the copy icon for the corresponding extract.

   Note: You can edit the extract based on your requirements. See Edit a Data Extract.

1. Navigate to the project level Data Extracts tool.

2. Locate the desired extract in the list.

3. Click the trash icon for the corresponding extract.