Configure Settings for Procore Tools in Project Archives

Background

In the Project Archive tool, you can configure the settings of various Procore tools when creating and editing extracts.

Things to Consider

Required User Permissions
Additional Information:
- No settings are available for the Directory, Documents, Photos, Change Orders, and Models tools.
- Attachments associated with the Change Orders tool's items are included in the archive by default.
- All data for the Models tool is included in the archive by default.

Configure Settings

You can configure the settings of various Procore tools to specify the exact content you want to include in your archive.

Procore Tools	Settings	Steps
Action Plans	Attachments	Select one of these options: Cover Sheet only (Exclude attachments): Select to include only the cover sheet associated with action plan items in the archive. Include attachments as separate files in an Action Plan's folder: Select to include attachments associated with action plan items as separate files in the archive. Merge attachments and records with the Cover Sheet in a single PDF: Select to merge attachments, records, and the cover sheet associated with action plan items into a single PDF in the archive. Note: Attachments associated with action plan items are included as separate files by default.
Bidding Change Events Correspondence Emails Forms Incidents Inspections Meetings Prime Contract Invoices Prime Contracts Punch List Purchase Orders Subcontractor Invoices Subcontracts	Include Attachments	Unmark this checkbox if you do not want to include attachments associated with items in the archive. Note: By default, this checkbox is selected.
Daily Log	Log Status	Select the status of logs to be included in the archive. Note: 'Approved' and 'Rejected' statuses are included by default. You can remove them if required.
Daily Log	Log Type	Select the type of logs to be included in the archive. Note: All log types are included by default. You can remove them if required.
Daily Log	Exclude Empty Days	Unmark this checkbox to include days when the daily logs are not completed. Note: By default, this checkbox is selected.
Daily Log	Include Attachments	Unmark this checkbox to exclude attachments associated with daily log items in the archive. Note: By default, this checkbox is selected.
Daily Log	Month & Year	Use the < and > buttons to navigate to the required month and year. Note: By default, the current month and year are selected.
Daily Log	Today	Click Today to view the daily logs starting from today onwards.
Drawings	Include Attachments	Unmark this checkbox to exclude attachments associated with items in the archive. Note: By default, this checkbox is selected.
Drawings	Revision	Select one of these options: Include All: Select to include all items in the archive. Include only Current: Select to include only the current revision of items in the archive. Note: Only the current revision of items is included by default.
Submittals	Attachment Type	Select one of these options: Include Attachments: Select to include all types of attachments associated with submittal items in the archive. Include Distributed Attachments: Select to include only distributed attachments associated with submittal items in the archive. Include Current Attachments: Select to include only the latest attachments associated with submittal items in the archive. Cover Sheet only (Exclude attachments): Select to include only the cover sheet for submittal items, excluding all attachments in the archive. Note: All types of attachments are included by default.
Submittals	Revision	Select one of these options: Include All: Select to include all items in the archive. Include only Current: Select to include only the current revision of items in the archive. Note: Only the current revision of items is included by default.
Observations	Include Attachments	Unmark this checkbox to exclude attachments associated with Observation items in the archive. Note: By default, this checkbox is selected.
Observations	Include Linked Drawings	Mark this checkbox to include drawings linked with Observation items in the archive. Note: Linked drawings are not included by default.
RFI	Include Attachments	Unmark this checkbox to exclude attachments associated with RFI items in the archive. Note: By default, this checkbox is selected.
RFI	Include Official Response Only	Unmark this checkbox to include RFIs regardless of whether they have an official response in the archive. Note: By default, this checkbox is selected.
Specifications	Revision	Select one of these options: Include All: Select to include all specifications in the archive. Include only Current: Select to include only the current revision of specifications in the archive. Note: Only the current revision of specifications is included by default.

See Also

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