Setting up the Extracts Pro Embedded App

Overview

  1. Navigate to App Management
  2. Find and click on Extracts Pro
  3. Navigate to Configurations
  4. Create a Configuration for Extracts Pro
  5. Ensure Extracts Pro is Visible

Walk-Through

  1. Navigate to App Management

Within your Procore account, in the top right corner click on the Apps dropdown and then click on App Management.

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  1. Find and click on Extracts Pro

When viewing your installed apps, search for Extracts Pro and click View to view the details of the installed application.

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  1. Navigate to Configurations

When viewing the Extracts Pro application, click on the Configurations tab.

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Important Note: If the Configurations tab does not appear, you may have to uninstall and re-install the app. It's a weird quirk of Procore's, and we're working with them to fix it!
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  1. Create a Configuration for Extracts Pro

Find and click on Create Configuration - You'll want to create a Project configuration. This will launch a screen that requires choosing the Procore projects that this Extracts Pro should be visible to and assigning the name of the application.

We typically recommend creating a global project configuration that applies to all projects. You should also choose a descriptive Name so that users understand what Extracts Pro is for when they click on the Apps menu (Such as "Closeout: Extracts Pro"). Once the configuration settings and name are set, click Create.

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  1. Ensure Extracts Pro is Visible

Navigate to a Procore project that you’ve enabled visibility for Extracts Pro on. In the top right corner, click on the App dropdown, then find and click on Extracts Pro.