Export Your 'My Open Items' List for a Company Account

If you have been granted access permission to one or more projects in a company's Procore account, you can view a consolidated list of open items that need your action.

• Required User Permissions

• The file is downloaded to your device's default download location.

• Beta

• Legacy

1. Navigate to My Open Items (Beta).

   • From the My Open Items icon in the navigation bar: Show / Hide Steps

     

   • From the Company Home (Core Tools): Show / Hide Steps

     1. Navigate to the Company level in Procore.

     2. Click the Company Tools menu.

     3. In the Core Tools section, click My Open Items.

   • From the Portfolio Tool: Show / Hide Steps

     1. Navigate to the Portfolio tool.

     2. Click My Open Items.

   • From the Procore Home (Beta):Show / Hide Steps
     Note: Your company must also be enrolled in the Procore Home beta enabled.

     1. Navigate to Procore Home.

     2. Click Menu to open the tools menu.

     3. Select My Open Items.

2. Optional: Search and Filter your open items.

3. Click Export and select PDF, CSV, or Excel to download your file.

1. Navigate to your company's Portfolio tool.

2. Click the My Open Items tab.

3. Click Export and select PDF or CSV to download your file.