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
Navigate to your company's Portfolio or Home tool.
Tip!
Use filters to include inactive projects if needed.
In the Projects List card, click the ellipsis
icon.
Click Export and select PDF or CSV to download your file.
Company Portfolio (Legacy)
Navigate to your company's Portfolio tool.
Tip: Use filters to include inactive projects if needed.
Click Export and select PDF or CSV to download your file.