Export Your 'My Open Items'

If you have been granted access permission to one or more projects in a company's Procore account, you can view a consolidated list of open items that need your action.

• Required User Permissions to the company's Procore Home tool.

• Additional Information:

  • The file is downloaded to your device's default download location.

1. Navigate to My Open Items.

   • From the My Open Items icon in the navigation bar: Show / Hide Steps

     

   • From the Company Tools Menu: Show / Hide Steps

     1. Navigate to the Company level in Procore.

     2. Click the Company Tools menu.

     3. In the 'Core Tools' section, click My Open Items.

   • From the Portfolio Tool: Show / Hide Steps

     1. Navigate to the Portfolio tool.

     2. Click My Open Items.

   • From the Procore Home: Show / Hide Steps

     1. Navigate to Procore Home.

     2. Click Menu to open the tools menu.

     3. Select My Open Items.

2. Optional: Search and Filter your open items.

3. Click Export and select PDF, CSV, or Excel to download your file.