Export a List of Projects from Procore Home

Background

Export your list of active or inactive projects directly from the Portfolio tool. To focus on specific data, apply filters to narrow your results before you export. Your access to projects determines which projects appear in the list.

Things to Consider

  • Required User Permissions to the company's Procore Home tool.

  • Additional Information:

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

    • You must be added to the project.

Steps

  1. Navigate to your company's Portfolio or Home tool.

  2. Filter the Portfolio Views.

    Tip!

    Use filters to include inactive projects if needed.

  3. In the Projects List card, click the ellipsis Icon Ellipsis Vertical icon.

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

Company Portfolio (Legacy)
  1. Navigate to your company's Portfolio tool.

  2. Filter the Portfolio Views.

    • Tip: Use filters to include inactive projects if needed.

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

See Also

Loading related articles...