Submits one (1) of these responses to the budget using the ERP Integrations tool:
Accept. Accepts the budget data and exports it from Procore. OR
Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.
Things to Consider
Required User Permission:
'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.
After exporting a budget from Procore to Sage, the import function (i.e., from Sage to Procore) will no longer be available for that job/budget.
The ability to unlock the Procore budget (see Unlock a Budget), resend data to Sage, add budget line items, and create budget modifications will be disabled until:
The export from Procore to Sage is complete and the exported entries have been manually posted to Sage using its Job Cost function. See your Sage Help system for instructions.
The synced data is visible in the Job Costs Report. See View Job Costs Report. Note: After entries have been posted in the Sage Job Cost function, the data will sync back to Procore according to the set schedule (see Configure the Sync Schedule). If you want to expedite the sync back to Procore, you may the On-Demand Sync option via the hh2 portal. See Perform an On-Demand Sync.
A project manager ( or user with 'Admin' permission on the Budget tool) will:
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.