How to configure the cost code preferences for your company's account when the ERP Integrations tool is integrated with your company's Sage 300 CRE system.
Things to Consider
Required User Permission:
'Admin' level permission to the company's Admin tool.
Navigate to the company's Admin tool.
In the right pane under 'Administrative Settings', click Cost Codes.
Mark the Sage 300 CRE Standard Cost Codes checkbox. (Note: This checkbox is only visible and available if your company has enabled the ERP Integrations tool (see Enable a Procore Account for ERP Integrations) and the cost codes from your Sage 300 CRE database have successfully synced with Procore.
Click Update. This makes the selected cost code list available for use on new projects.
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.