Dexter + Chaney Spectrum
Synchronize the office and the field.
The Procore and Dexter + Chaney Connector allows for real-time access to financial information from Spectrum® Construction Software while maintaining accurate, secure, financial data in your Procore project management software.
The connector gives your accounting team full control over pushing your Procore data into Spectrum and also provides your Procore project team with the ability to make better decisions in the field using your real-time financial data in Spectrum. To learn more about this connector, see a link below:
Visit our Procore YouTube channel to view the full-size version.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
Commitment Change Orders (CCOs)
ERP Integrations Tool
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Dexter + Chaney Spectrum.
|Task||Standard||Admin||Procore point of contact|
|Enable the ERP Integrations Tool|
|Request to Enable ERP Integrations for Spectrum|
|Create a Budget Line Item|
|Import a Budget (CSV)|
|Resend a Rejected Budget to ERP Integrations for Accounting Acceptance|
|Retrieve a Budget from ERP Integrations Before Acceptance|
|Send a Budget to ERP Integrations for Accounting Acceptance|
|Create a Commitment|
|Create a Commitment Change Order (CCO)|
|Create a CCO from a Change Event||1|
|Create a Subcontract|
|Create a Purchase Order|
|Edit a Commitment (Unsynced)|
|Edit a Commitment Synced With Spectrum|
|Request to Delete a Commitment Synced with Spectrum|
|Resend a Rejected CCO to ERP Integrations for Accounting Acceptance|
|Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance|
|Retrieve a CCO from ERP Integrations Before Acceptance|
|Retrieve a Commitment from ERP Integrations Before Acceptance|
|Retrieve a Company from ERP Integrations Before Acceptance|
|Send a CCO to ERP Integrations for Accounting Acceptance|
|Send a Commitment to ERP Integrations for Accounting Acceptance|
|Consolidate Duplicate Vendors in the Company Directory|
|Link a Spectrum Vendor to a Procore Company|
|Resend a Rejected Company to ERP Integrations for Accounting Acceptance|
|Restore an Archived Spectrum Vendor in ERP Integrations|
|Send a Procore Company to ERP Integrations for Accounting Acceptance|
|Task||Standard||Admin||+ Accounting Approver|
|Accept or Reject a Budget for Export to Spectrum|
|Accept or Reject a CCO for Export to Spectrum|
|Accept or Reject a Commitment for Export to Spectrum|
|Accept or Reject a Company for Export to Spectrum|
|Add a Spectrum Job to Procore|
|Add a Spectrum Vendor to the Company Directory|
|Archive a Spectrum Vendor in Procore|
|Configure Advanced Settings: ERP Integrations for Spectrum|
|Configure ERP Integrations Settings|
|Configure the Vendor Type Import Settings for Spectrum|
|Export a Budget to Spectrum|
|Export a CCO to Spectrum|
|Export a Commitment to Spectrum|
|Export a Vendor/Company to Spectrum|
|Refresh the Vendor List|
|View a Spectrum Job Costs Report|
|View an Accountant Report for Spectrum|
|View the Archived Vendors List for Spectrum|
1 Also requires 'Standard' level permission or higher on the Change Events tool.
How-to Training Videos
On this page you'll find quick, how-to training videos.
Looking for more in-depth training?
Below are the notable changes to the Procore + Dexter & Chaney Connector.
Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Spectrum.
When configured for D+C Spectrum, the ERP Integrations tool now supports project imports and standard cost code syncs for Spectrum companies using a three-tiered cost code structure. See Add a Spectrum Job to Procore.
Updated the project's Bidding and Commitments tools for ERP-integrated companies so that Spectrum-integrated projects can now use the "Convert Bid To Contract" feature on winning bids. The SOV line item will use the default "subcontract cost type" that is set up during implementation in the Spectrum Microservice. See Award a Winning Bid and Convert it to a Commitment.
This feature helps prevent double entry for clients who use our bidding functionality and want to convert the winning bid into a subcontract.
|Created By: Chris Waymire||Branch:|
|Engineer: Guy Halperin|
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.