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

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.

Feature

Description

Extracts

Lists all of the extracts in your Procore project.

Create Button

Create new extracts for your project. You can create multiple extracts for a project. See Create a Data Extract.

Search Extracts

Search for keywords of extract names in the search bar.

Apply Filters

Apply filter options to your extracts table. See Configure Filters for Data Extracts.

Table Settings

Click the icon-ag-grid-table-filter-menu.png Configure button to open a pane on the right side of the table where you can manage column display. See Configure Columns for Data Extracts.

Edit Extracts

Edit an extract by clicking the hyperlinked name of the extract.

Copy Extracts

Copy an extract by clicking the icon-duplicate.png copy icon.

Download Extracts

Download an extract as a ZIP file by clicking the icon-download-cloud.png download cloud icon. See Download a Data Extract.

Delete Extracts

Delete an extract by clicking the icon-delete-trash6.png trash bin icon.

Edit a Data Extract

  1. Navigate to the project level Data Extracts tool.

  2. Locate the desired extract in the list.

  3. Click the hyperlinked name of the extract.

    Note iconNOTE

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

  4. Configure the following:

    • Name. Click the icon-edit2.png pencil icon to edit the name of the extract, and then click Save.

    • Settings. Click the icon-settings-gear-grey3.png 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 extract.

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

    • 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 Data Extract for each of the selected tools.

Copy a Data Extract

  1. Navigate to the project level Data Extracts tool.

  2. Locate the desired extract in the list.

  3. Click the icon-duplicate.png copy icon for the corresponding extract.

    Note: You can edit the extract based on your requirements.

Note iconNOTE

  • You can copy extracts with 'Partially Completed', 'Completed', 'Expired', 'Cancelled', and 'Failed' statuses.

  • When you copy an extract, a new extract named '[Extract Name] (copy)' will be created and set to 'Draft' status.

Delete a Data Extract

  1. Navigate to the project level Data Extracts tool.

  2. Locate the desired extract in the list.

  3. Click the icon-delete-trash6.png trash icon for the corresponding extract.

Note iconNOTE

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

See Also

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