This process consists of actions that are typically performed by two different users.
Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
Accepted commitments are exported to the integrated ERP system. OR
Rejected commitments are NOT exported to integrated ERP system. Instead, the commitment is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.
Things to Consider
Required User Permissions:
'Standard' or 'Admin' level permission on the ERP Integrations tool. AND
The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.