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Procore

Export the Bid Board List View

Objective

To export your company's Bid Board in Procore.

Things to Consider

  • Required User Permissions
    • 'Read Only' level permissions or higher to the Company level Bid Board tool.

Steps

  1. Navigate to the Bid Board tool in Procore.
  2. Click the vertical ellipsis icon at the top of the page.
    bid-board-export-ellipsis.png
     
  3. Click Export Project List to Excel.
    An .xls file automatically downloads to your computer.