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Procore

Why is the Send to ERP button grayed out in the Project Creation Assistant?

Answer

When the Send to ERP button is grayed out and unavailable on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system.

To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below. This reveals a tooltip that lists all of the reasons the button is not available for use. You must address those issue(s) before you can send your project data to the Company level ERP Integrations tool (see ERP Integrations) where it will next be reviewed by an accounting approver. See What is the accounting approver role?

 

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To learn about the specific requirements for your integrated ERP system, see one of the support articles listed below.

See Also