Integration by Procore: Export a Procore Budget to Viewpoint® Spectrum®
Objective
Background
Things to Consider
- Required User Permissions:
- Prerequisites:
- Complete the steps in the Viewpoint® Spectrum® Connector: Setup Guide.
- The Procore project must be synced with a job record in Viewpoint® Spectrum®. See Add a Viewpoint® Spectrum® Job to Procore.
Note: To determine if a Procore project is synced with Viewpoint® Spectrum®, see How can I tell if a Procore project is synced with an integrated ERP system? - Create a budget:
- If you are using the Budget tool, see Create a Budget Line Item or Add a Partial Budget Line Item.
- If you have set up a budget view, your view must include all of the columns that are required by your Viewpoint® Spectrum®. See Set Up a New Budget View.
- The budget must also be locked before the export. See Lock a Budget.
- Update a budget:
- If you are updating a Procore budget that has been synced with Viewpoint® Spectrum®, see Add a Partial Budget Line Item and Create a Budget Modification.
- Limitations:
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Sub Jobs are NOT supported.
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- Restrictions:
- After exporting a Procore budget to Viewpoint® Spectrum®, you will not be able to unlock the Procore budget until the exported original budget amount has come back into Procore on the Job Cost Report.
- To determine if the job costs have come back into Procore from Viewpoint® Spectrum®, follow the steps in this article: View a Viewpoint® Spectrum® Job Costs Report.
- After exporting a Procore budget to Viewpoint® Spectrum®, you will not be able to unlock the Procore budget until the exported original budget amount has come back into Procore on the Job Cost Report.
Video
Workflows
Set Up and Export a Budget
Update and Export a Budget
Steps
- A project manager ( or user with 'Admin' permission on the Budget tool) will:
- First, create the project's budget:
- If you are creating a new budget, see Create a Budget Line Item.
OR - If you are updating an existing budget, see Create a Budget Modification.
- Lock a Budget
- If you are creating a new budget, see Create a Budget Line Item.
- Then, send the budget to the ERP Integrations tool for acceptance by an accounting approver. See Send a Budget to ERP Integrations for Accounting Acceptance.
- First, create the project's budget:
- An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Viewpoint® Spectrum®). Once accepted, the system exports the budget data from Procore and syncs it to your Viewpoint® Spectrum® system.
- After you sync the budget for the first time, you can also sync an updated Procore budget to Viewpoint® Spectrum®. See Create a Budget Line Item and Create a Budget Modification.