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Export Permits

Download a copy of your ConstructionOnline™ "Project Permits" List as an Excel spreadsheet

BACKGROUND 

By offering the option to export construction permits to Excel, ConstructionOnline's OnGuard™ Permit Tracking empowers users to share company permit information with external stakeholders. Exporting the company's "Project Permits" List, which maintains a similar table layout, provides a familiar spreadsheet format for those who require access to the information outside the system. 

HOW TO EXPORT PERMITS TO EXCEL 

  1. Navigate to the Permit Tracking feature. 
  2. Click on the gray 3-dot Action Menu ConstructionOnline's 3-dot Action Menu and select the "Export to Excel" option from the dropdown menu.

    Export construction Permits from ConstructionOnline to Excel
    1. This will automatically download the "Project Permits" List to your device as an Excel file ("Permits.xlsx").

      Screenshot 2026-05-29 094514

🗒️ Note: When filters are applied to your "Project Permits" List, ConstructionOnline will prompt you to select between the options of  "Export Filtered Results" and "Export All Permits." 

ADDITIONAL INFORMATION

  • Subscription Level: ConstructionOnline's OnGuard Permit Tracking feature is available for companies with current ConstructionOnline subscriptions at Team, Business, and Enterprise levels.
    • Permit Tracking is also available as a Per-Company Add-On for all other plans.
  • Permissions: Admin Users and Company Users with "Can View" and "Can Create, Edit, & Delete" permissions for Permits can export the "Project Permits" List to Excel. 
  • CO™ Mobile App: The Permit Tracking feature is available via the mobile app. However, the export option for a Company Account's "Project Permits" List is exclusively available through browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • Frequently asked questions (FAQ) about Permit Tracking can be found in the article FAQ: Permit Tracking.
  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.