Which tools can I extract project data from using the Procore Extracts application?

Answer

Currently, the Procore Extracts application can extract a copy of data from the following project tools so that you can have a record of these items outside of Procore:Note: An asterisk (*) denotes if you can choose whether to include attachments associated with the tool's items in the extract.

  • Bids*: Extracts all bids that exist in the project's Bidding tool.

  • Change Events*: Extracts all change events that exist in the project's Change Events tool.

  • Change Order Package*: Extracts all change orders that exist in the Change Orders tools. Change orders are created in the project's Commitments and Prime Contract tools.

  • Change Order Requests*: Extracts all of the Change Order Requests that exist in the project's Prime Contract tool. See Create a Change Order Request.

  • Correspondence* Extracts correspondence items from a project's Correspondence tool by type. Each correspondence Item includes its own folder, and the item PDF will be a separate attachment from the other attachments associated with the item.

  • Custom Tools*: As long as the custom tool has an "export" functionality, extracts all data that would be included on a PDF or CSV export.

  • Daily Log*: Extracts a daily summary for each day of the project. See Daily Log.

  • Documents: Extracts all documents that exist in the project's Documents tool.

  • Drawings*: Extracts all drawings that exist in the project's Drawings tool.
    Note: In addition to choosing whether to include Attachments, you can also choose whether to include All Revisions in the extract (as opposed to only the Current Set).

  • Emails*: Extracts all email messages that exist in the project's Emails tool.

  • Forms: Extracts all forms that exist in the project's Forms tool.

  • Incidents*: Extracts all incidents that exist in the project's Incidents tool.

  • Inspections*: Extracts all inspections that exist in the project's Inspections tool.

  • Instructions: Extracts all instructions that exist in the project's Instructions tool.
    Note: This tool is not available for all regions.

  • Meetings*: Extracts all the project's meeting data that exist in the Meetings tool.

  • Observations*: Extracts all observations that exist in the Observations tool.

  • Photos: Extracts all photos that exist in the project's Photos tool.

  • Potential Change Orders*: Extracts all Potential Change Orders (PCOs) that exist in the project. See Create a Prime PCO from a Change Event.

  • Prime Contracts*: Extracts all prime contracts that exist in the project's Prime Contracts tool.

  • Punch List*: Extracts all punch items that exist in the project's Punch List tool.

  • Purchase Orders*: Extracts all purchase orders that exist in the project's Commitments tool.

  • RFIs*: Extracts all RFIs that exist in the project's RFIs tool.

  • RFQs*: Extracts all Requests for Quotes (RFQs) from the project's Change Events tool. See Create RFQs.

  • Specifications: Extracts all specifications that exist in the Specifications tool.

  • Subcontracts*: Extracts all subcontracts that exist in the project's Commitments tool.

  • Submittals*: Extracts all submittals that exist in the project's Submittals tool.
    Note: If your company has turned OFF the 'Number Submittals by Spec Section' setting, spec section numbers are NOT included with the submittal items.

  • Transmittals: Extracts all transmittals that exist in the project's Transmittals tool.

Additional Information

  • By default, the downloaded files from the extract are saved within an 'Extracts' folder on your computer. The Extracts folder contains a folder structure with the project name, the date and time of the extract, the project tools, and the items in the tools.

  • Most items in Procore are downloaded as PDFs. Files such as documents and photos are downloaded as their original file type (e.g. .xls, .jpeg).

  • If the file path name was modified during the extract in order to save successfully, a “File Rename Information” CSV file appears in the folder. This file lists the original file name, along with the file name it was modified to. See [What is the "File Rename Information" file included with my extracted project information?](last%5Frev:aaa84dea28d9d5223514ad3347288747 "What is the "File Rename Information" file included with my extracted project data?")

  • For companies using the DocuSign® integration, the Procore Extracts application does NOT extract files from your linked DocuSign® account. To learn how to download those files, see How do I download my completed documents from my account?