When your company's Procore Administrator requests to enable the ERP Integrations tool in Procore (see Request to Enable the ERP Integrations Tool), your Procore point of contact turns the feature ON for your company. During the implementation process, data from your integrated ERP system is imported into Procore. At this time, the system also updates the 'Contract Configuration' page (which is visible under 'Administrative Settings' in the Company level Admin tool), so that it includes the 'Standard Categories' area for your specific ERP system.
For many popular cost accounting systems, a category is way to classify costs based on the nature of the cost (e.g., Labor, Material, Overhead, Overtime, and so on). However, not all third-party systems support the category concept. Depending on the ERP system that has been integrated with Procore, the 'Standard Categories' that appear in the Company level Admin tool's 'Contract Configuration' page and the Project level Admin tool's 'Cost Code Category Assignments' page will operate differently:
When your company account is configured to use the Dexter + Chaney Connector, cost categories and their corresponding abbreviations are imported into Procore's Company and Project level Admin tools from your Spectrum project(s). They appear in the Company level Admin tool in the Spectrum Standard Categories/Procore Cost Types page (which is accessed under the 'Administrative Settings' menu by clicking the Contract Configuration link). Any modifications the 'Spectrum Standard Categories' list must always made in the integrated Spectrum project.
They also appear in the Project level Admin tool in the 'Cost Code Category Assignments' page (which is accessed under 'Project Settings'). The system only imports project-specific cost codes from Spectrum (In Procore, under Project Settings, click 'Cost Codes'). These codes are imported at the same time the Spectrum project is imported as a Procore project. Any modifications to the 'Cost Code Category Assignments' must always made in the integrated Spectrum project.
When your company account is configured to use the Sage 300 CRE Connector, cost categories and their corresponding abbreviations are imported into Procore from your Sage 300 CRE system. The categories appear in the Company level Admin tool, under 'Administrative Settings', on the Contract Configuration page. Any modifications to the labels and abbreviations in the 'Sage 300 CRE Standard Categories' list must be made in the integrated Sage 300 CRE system and then imported into Procore.
After the cost codes and categories from Sage are imported to the Company level of Procore, you can then add your Sage 300 CRE Cost Codes to a Procore project. One the codes are added you can navigate to the Project level Admin tool. Under 'Project Settings', its important to ensure that each Sage 300 CRE cost code is updated in Procore with a cost code category assignment. For instructions on the required tasks, see Add Sage 300 CRE Standard Cost Codes to a Project.
When the ERP Integrations tool is configured for QuickBooks, categories are NOT utilized in Procore. This is because QuickBooks does not support the 'Categories' concept. It is also important to note that QuickBooks 'Classes' are not equivalent to Procore 'Categories'.
As such, the 'Contract Configuration' page under 'Administrative Settings' in the Company level Admin tool will contain a 'QuickBooks Standard Categories' list with a single line item labeled 'Other.' This category has no other affect on your Procore + QuickBooks project.