Specify/Filter Data to be Extracted
Currently, the Extract feature pulls all data from a given tool. It would be beneficial if the data that is extracted could be specified by the user in order to maximize the efficiency of the Extracts tool (i.e excluding empty days from the Daily Log)
William Wittey commented
Adding a 'BULK ACTION' within Submittals and RFI's for exporting all records. Right now, it only exports the top level database sheet which leaves much to be desired.
In order to comply with applicable code requirements across projects utilizing Procore, record retention is required. As such, for some projects, there are several hundred individual submittals or RFI's - totaling thousands of items among all projects at a minimum.
Having a way to export all filtered (Status: CLOSED) submittals or RFI's as folders, with all 'Attachments' included within the folder - along with the original 'EXPORT PDF' record of each would save clients hundreds of man-hours, and be an extremely easy thing to develop. It would also allow the advertised ability of ensuring quality control of the projects record retentions.
This feature already exists for the 'DOCUMENTS' section - and would be an amazing addition to 'Submittals', and 'RFIs'.
Lincoln Leaman commented
Need to be able to extract daily logs in a defined range of dates. We use them in monthly reports and billing statements so, extracting 10 months just to get the current month makes that very difficult
Joseph Renzo commented
Procore desperately needs an option to bulk download submittals from one responsible trade. I have one trade with 95+ submittals and I need to download them all and put on a sharedrive for the customer.
This is brutally time consuming.
Patrick Flynn commented
It would be extremely helpful if we had the ability to extract documents to the Extracts App in a more customized or filtered way. For example, the ability to extract only the submittals with a specific status.
Troy Sietsema commented
Client would like the ability to filter in Extracts like the can on the Observations tool to extract certain observations
Aasta Bakke commented
The ability to filter (current Revision, division etc.) tools before extracting the data
Darla Moore commented
When exporting submittals, I only need the final approved document. All the other documents/attachments are not needed. Just the final stamped approved document. But when I export the submittal tool, I get every pdf/attachment throughout the whole process and then I have to weed through the one to find the submittal that was has all the approvals on it.
Doug Neuschafer commented
I would like to have the ability to bulk download all submittals for a particular subcontractor so we can copy them over to our client's project turnover folders. Procore Extracts app would allow the bulk download of ALL submittals for ALL subcontractors, but we want to be able to do this subcontractor-by-subcontractor as each one's work is completed over the life of the project.
Lisa Leighton commented
Ability to extract only approved submittals sort files by submittal status
Matthew Finnigan commented
There needs to be the functionality in the extracts tool to download all correspondence in a project that is tied to a particular user. I.e download all correspondence that the client was involved in.
kelsey meyer commented
Client would like to be able to select items to extract, instead it bulk downloading everything. They don't like having to go into every item they desire to download (and associated attachments) within the tool in Procore, when it's 5-6 items
Bryant T commented
When it comes to extracts, we'd love it if we were able to pick/choose which items for a given tool we wanted to extract. If we have 1000 items but only need 200 of them, it's wasted time to wait for the entire 1000 to download.
Evan Huglen commented
RFI export tool should have an option to export all RFIs including the attachments to responses to a PDF.
Also, I want to be able to select multiple RFIs to download as a pdf, instead of having to download all RFIs.
Karli Mattson commented
Choose a timeline for extracts, say for a two month period instead of the whole job
Alisha Baksh commented
Currently, to download a PDF of a submittal with all attachments, we need to go into the submittal and export. This then sends an email with a link, where we need to then download and rename as needed. It's a four step process.
It'd be much more efficient to be able to download multiple submittals (or RFIs) at once right from the submittals screen, each with all their attachments, and have the ability to choose the file name based on the available fields.
(ex. for submittals, "[spec section][submittal name].pdf")
marco diaz commented
It would be great to be able to extract Official Responses Only on RFI's in Procore Extracts just like you can on Web. The web currently exports as a log. It's nice that Extracts exports each RFI as a single PDF. It would be even more nice if we can extract official responses only.
Gabrielle Robitaille commented
The submittals tool needs a better way to download/extract all APPROVED and final submittal documentation. Currently the extracts tool performs a large data dump with all submitted, reviewed and final attachments - which is more of a mess to sort through than it is helpful. Currently there is no way to produce a bulk export of only approved submittals for closeout/handover. This is a huge piece of a projects end of life cycle and we need a better way to extract this data.
Matthew Bates commented
Ability to export data relevant to a particular company/contact would be extremely useful.
Ashleigh Cola commented
Export only certain RFIs--not the full list.
Matthew Littler commented
It would be nice to be able to filter and select submittals in a package to bulk download them. It's too tedious to have to go into each submittal and download them individually.